Mobile application set up options
NOTE: This lesson plan is designed for use in our Tutorial system where hands-on exercises and datasets can be created without affecting your Production Idencia system. If you viewing this lesson plan from within your production Idencia site, please contact your customer liaison for access to our Tutorial site for hands-on learning.
Overview
The first time that you run the Idencia Mobile App, you will see the Login screen. Using this screen, you can enter the email address and password of the user who will be using this device as well as the name of your company's Idencia server. Your Idencia administrator should have all the information you need to connect to your production system. If you cannot find this information, contact Idencia Customer Support at support@idencia.com to retrieve it.
To review mobile app settings using the Tutorial site:
Login to the Mobile Application
View Settings
Login to the Mobile Application
- On your mobile device, open the Idencia mobile application
- If you are automatically logged in to another Idencia site, logout
- If you do not see a place to enter a server URL, click the Change Server Url on the bottom left-hand corner under the LOGIN button
- Enter the same email address and password you use to login to the Tutorial Management Portal site
- Enter 'tutorial' in the Company/Server URL field
- Tap Log In. The mobile application Home Page will be displayed.
After the initial synchronization is complete, the Home screen will be displayed.
View Settings
By selecting the Menu icon at the top-right corner of the Home screen and then selecting the Settings option, you will see a list of additional settings that can be changed.
- Server - Using this setting you can change the location of the Idencia server. This setting should only be changed if the server name was changed or was entered incorrectly.
- Sync from selected data sources - placeholder for future enhancement
- Free-form serial numbers - Turning on this setting will allow you to scan or enter an Item's serial number. This is the most common setting. If this setting is turned off, you will not be able to scan or manually enter a serial number. You will only have the option of creating a new serial number, which will be auto-generated for you. The home screen will be updated to reflect this setting.
- Default scanner - Click this setting to select the scanner you will be using with this mobile device.
- Sync Data - This setting controls how much data will be synced to the mobile device. The application will compare the last modified date of each record in the cloud database (the Management Portal) and will sync any record that has been modified in the selected Sync Data time frame. Note that if you scan or enter a serial number that does not exist in the mobile database, the application will treat that serial number as if it were new, even if it exists in the Management Portal. The mobile application will not be aware of data not synced to the mobile device.
For example: If you have an item in your stock yard that has not been updated in the Idencia database for 3 months, and you set your mobile device settings to sync the last 1 month of data, the item in your yard that hasn't been updated in 3 months will not be synced. If you scan the tag, the mobile application will treat that serial number as if it were a new item. Sync data time frame options are: 1 day, 1 week, 1 month, 3 months, 6 months, 1 year, 2 years, all time.
Note that the more data is synced, the longer it will take to complete the sync process. You may choose to change this setting depending on your user types. Inventory personnel, for example, may be working with older items in the yard and need to sync more data than QC personnel working with items just recently manufactured.
See the Understanding the Syncing Process article for additional details about the syncing process and configuration options.
- Don't show confirmation screens - If this option is activated, the mobile application will not display confirmation screens like "are you sure" when you are taking an action that will delete an item or an item process. This options is primarily used during testing and is not recommended for normal use.
- RFID Tag Translation - This setting controls how the mobile application translates scanned RFID information. This option should not be updated unless you are instructed to do so by your Idencia administrator.
- Backup and Restore Database Buttons - These buttons provide the user with the ability to backup and restore the mobile database. These options are primarily used when troubleshooting. See your Idencia Administrator before clicking either of these options.
After you have modified the settings, select the Idencia logo at the top-left corner of the screen to go back to the Home screen.
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