Mobile AM

Mobile backend installation

Retrieve and deploy the Dynaway Mobile for Asset Management solution in D365FO

Introduction

This section describes how to retrieve and deploy the Dynaway Mobile for Asset Management (AM) solution in D365FO, using Microsoft Lifecycle Services (LCS).

This installation procedure covers deployment into cloud-hosted environments for demo, development, and user acceptance testing purposes. It does not cover installation into a production environment as these environments are managed and operated by Microsoft®.

Prerequisite

In order to complete installation by following this procedure, you must be familiar with Microsoft Lifecycle Services (LCS) and administration of Microsoft Dynamics® 365 for Finance and Operations environments. For topics not covered in this installation procedure, refer to Microsoft® deployment guidelines on Microsoft Docs website.

Audience
Sysadmin, Partner Consultant

Acquire license file

If you want to install Dynaway Mobile for AM, first you must acquire a license file. In order to acquire a Dynaway Mobile license file for AM in Dynamics 365 for Finance and Operations, send an email to support@dynaway.com and provide the following version information:

  • License holder name
  • Serial number of Dynamics 365 for Finance and Operations
  • Product version number of Dynamics 365 for Finance and Operations

Find this information in Dynamics 365 for Finance and Operations by selecting Help & Support (the question mark icon in the upper-right corner of the application) > About.

If you update your Dynaway Mobile solution from an older version to a newer version, the license file may also need to be updated due to certificate updates.

Invite Dynaway to your LCS project

The procedure described in this chapter can be omitted if the Dynaway Mobile solution is already available in your LCS project.

The Dynaway Mobile solution is published and distributed using the Asset Library in the Microsoft LCS project. In order for the Dynaway Mobile solution package to become available, it must be imported into the Asset Library by a representative of Dynaway. This means that Dynaway needs temporary access to your LCS project.

Follow the step-by-step instructions in the test case below to grant access to a Dynaway representative in your LCS project.

Recommended for security purposes: When the Dynaway Mobile solution has been imported to your LCS project, the added Dynaway users can be removed again. Future versions will automatically be available when they are published.

Inviting Dynaway to your LCS project

Data Requirements

  1. You have opened your LCS project.

Steps 7

  1. In your new project > More tools section > select Project users.

  2. Select the plus sign (+) to add a new user. Leave the User lookup field blank.

  3. In the Email field, enter the following email to request access from Dynaway: malha@eg.dk

  4. In the Project role field, select "Project team member". See screenshot below.

  5. On the Project user management screen, you've been added with status "Pending". The first time you log on to LCS, the status will be updated to "Accepted". See screenshot below.

  6. If you want to invite other users to your project, repeat steps 2-5.

  7. Notify Dynaway Support that you require the Dynaway Mobile solution package by sending an email to support@dynaway.com.

    Please specify your customer name and the name of your LCS project.

    Dynaway Support will then add the Dynaway Mobile solution to your LCS Project Asset Library. The reply email is from EG Service Desk.

Expected

The user can invite Dynaway to an LCS project, for the purpose of installing Dynaway Mobile in D365FO.

Step 4: Invite user
Step 5: Project user management

Get mobile solution in LCS

When you have completed the procedure described in the article Invite Dynaway to your LCS project, the Dynaway Mobile solution is available in the Asset Library of your LCS project. To see the Dynaway Mobile solution package contents, go to the Asset Library.

  • You will not get notifications from LCS regarding solution package imports and version updates. In the Asset Library,
    • verify that the Dynaway Mobile for Asset Management solution is available.
    • verify that the version is compatible with the version number of Dynamics 365 for Finance and Operations.
  • You must manually select the correct version of the solution package. Every time Dynaway publishes an updated version of Dynaway Mobile, it is automatically available in the versions list. Please refer to the Release Notes to identify if a version of Dynaway Mobile is compatible with a specific version of Dynamics 365 for Finance and Operations.

Refer to the step-by-step instructions in the test case below to get an updated version of Dynaway Mobile for Asset Management in LCS.

Platform updates vs. Application updates

  • Microsoft releases Platform Updates and Application Updates for Dynamics 365 for Finance and Operations.
  • Generally, Platform Updates do not contain changes that affect the functionality of Dynaway Mobile. Therefore, Platform Updates should not require a new version of Dynaway Mobile to be applied.
  • Application Updates may affect Dynaway Mobile, meaning you should always update to a version of Dynaway Mobile that is compatible as specified in the Release Notes.

Refer to the Release overview article for an overview of compatibility between major Dynaway Mobile versions and Dynamics 365 for Finance and Operations Application Updates.

Refer to our Dynaway Mobile Release Notes for further details on version content and compatibility with Microsoft updates to Dynamics 365 for Finance and Operations.

Getting an updated version of Dynaway Mobile in LCS

Data Requirements

  1. You have opened your LCS project.

Steps 5

  1. Go to your LCS Project Asset Library and select Solution package.

  2. Select the Dynaway Mobile for Asset Management solution.

  3. Select Versions to view the list of available versions.

  4. Select the most current version.

  5. Select Get version.

Expected

You can get an updated version of Dynaway Mobile for Asset Management in LCS.

The latest version may contain builds for multiple Application Updates from Microsoft.

Steps 3-4: View versions and select most current version.

Deploy to existing cloud-hosted environment

This article describes how to deploy Dynaway Mobile into an existing cloud-hosted environment using LCS.

The Dynaway Mobile module is deployed into existing environments using the environment management section of LCS. When the Dynaway Mobile solution has been imported into the LCS project as described in the article Get mobile solution in LCS, deployable packages will appear in the list of applicable updates.

Note: Before deployment, ensure that the active version of Dynaway Mobile in LCS is compatible with the Application Update version of Dynamics 365 for Finance and Operations.

Refer to the test case below for step-by-step instructions on how to deploy Dynaway Mobile to an existing cloud-hosted environment.

When you have completed deployment of the Dynaway mobile solution, next step is to import the license file, which is described in the next article.

Deploying to cloud-hosted environment

Data Requirements

  1. You have opened your LCS project.

Steps 5

  1. Go to the existing environment in LCS.

  2. Select Maintain.

  3. Select Apply updates.

  4. Select Dynaway Asset Management Mobile [version number] in the list.

  5. Select Apply and wait until the process completes. This may take several hours.

Expected

You are able to deploy the Dynaway mobile solution into a cloud-hosted environment by using LCS.

Step 2: Select Maintain.
Step 3: Select Apply Updates.
Step 4: Select the Dynaway Mobile software package.

Import license file

This section describes how to import the Dynaway Mobile for Asset Management license file into Dynamics 365 for Finance and Operations using a deployable package.

Prerequisite: You already have a license file (.txt) from Dynaway, as described in the Acquire license file section.

Dynaway Mobile uses ISV licensing as described on Microsoft Docs: Create a package and generate a customer-specific license.

Microsoft provides a tailored template package for importing ISV licenses. In order for it to work, it must be populated with your own specific Dynaway Mobile license file.

Follow the step-by-step instructions described in the three test cases below to create a deployable package, then upload it and import it.

Creating a deployable package

Data Requirements

  1. You have deployed Dynaway Mobile into an existing cloud-hosted environment.

Steps 7

  1. Make a remote desktop connection to an environment running the same version as your target environment.

  2. Navigate to the CustomDeployablePackage directory under the AOSService folder <PackagesFolder>\bin\CustomDeployablePackage\ImportISVLicense.zip.

    Example location:

    j:\AOSService\PackagesLocalDirectory\bin\CustomDeployablePackage\

  3. Make a copy of the template package "ImportISVLicense.zip" and rename the copy.

    Example: Rename the file to "DynawayMobile_ImportISVLicense.zip".

  4. Open the zip package file.

  5. In the zip package file, navigate to the sub folder "\AosService\Scripts\License". Copy the license file you received from Dynaway to this folder.

  6. Delete the placeholder file "place your license file here.txt".

  7. Close the zip-file.

Expected

You have created a deployable license import package file.

Step 3: Make a copy of the template package.
Step 6: Delete the placeholder file.

Uploading license import package

Data Requirements

  1. You have opened your LCS project.
  2. You have created a deployable import package file.

Steps 6

  1. Open the Asset library of the target project in LCS.

  2. Navigate to Software deployable package.

  3. Select the "plus" button.

  4. Add the deployable license import package file.

  5. Enter a name for the deployable package.

  6. Select Confirm.

Steps 5-6: Enter a name for the deployable package and confirm.

Importing license package

Data Requirements

  1. You have opened your LCS project.
  2. You have uploaded the license import package file to LCS.

Steps 6

  1. In LCS, navigate to the target environment.

  2. Select Maintain and Apply updates.

  3. In the list, select the newly added license package.

  4. Select Apply and wait for the process to be completed.

  5. Select Sign-off to complete the process.

  6. Open Dynamics 365 for Finance and Operations to verify the Dynaway mobile module is available in the main menu of Dynamics 365 for Finance and Operations.

Expected

You have imported the license package file into LCS.

The Dynaway mobile module is available in the D365FO main menu.

Step 2: Apply updates.
Step 3: Select license package.
Step 6: Dynaway mobile module available in D365FO menu.

Set up license configuration

This article describes the recommended initial setup of the license configuration values for new Dynaway Mobile deployments. Depending on your version of Dynaway Mobile, the recommended setup may already be the default setup.

In order to change the license configuration, the Dynamics 365 for Finance and Operations environment must be in maintenance mode. Refer to Microsoft documentation for details on how to enable Maintenance mode.

  1. In Dynamics 365 for Finance and Operations, select System Administration > Setup > License configuration.
  2. For new installations, we recommend that you enable the configuration key: Work order schedule work status.

License configuration setup

Upgrade to a new version

The process of updating Dynaway Mobile is similar to the processes used for installing Dynaway Mobile into an existing environment, as described in other articles:

  1. Get the latest version of the Dynaway Mobile for Asset Management solution.
  2. Apply or schedule the deployment of the Dynaway Mobile Platform and Dynaway Asset Management Mobile packages suited for your Dynamics 365 for Finance and Operations application version. Refer to the article Deploy to existing cloud-hosted environment.
  3. Verify the license is up to date. Refer to the article Import license file.
  4. Verify license configuration keys.

After the update process, carry out the follwing tasks:

  1. Make sure the Dynaway Mobile site is updated accordingly to the new version in Dynamics 365 for Finance and Operations. Read more in the Mobile deployment section.
  2. If you are upgrading from a previous Dynaway Mobile version, you must open the Handler setup form. This is to ensure all handlers are up to date and available for the Mobile Client. Refer to the article Handlers.
  3. In Dynaway Mobile > Setup > Entity setup, select new entities in the list, and select the Enable button.
  4. Review updates to the Module configuration.
    1. In Dynaway Mobile > Setup > Module configuration > Asset management, review your setup and decide if new configuration options should be enabled or disabled.
    2. Refer to our Release Notes > "Updates for Mobile Client [version number]" section.
  5. Run entity initialization (Dynaway mobile > Periodic < Entity initialization) to ensure any changes to data entities for the Mobile Client are updated. Refer to the article Initialize entities.

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