A Summary of the Mobile Device Data Cycle:
1.Device Setup: Setup Device assigns the Mobile Device name you previously specified when creating a Microsoft ActiveSync Partnership for the device. A mobile device printer can be selected during this step, as well.
2.Device Setup: Install Programs sends the Rosistem Assets program to the device when a Synchronization is initiated.
3.Create Mobile Database: Specify Filters sets filter criteria for creation of the mobile database. This allows you to control which records in the PC database will be sent to the device.
4.Create Mobile Database: Created on the PC readies the mobile database on the PC - awaiting Synchronization.
5a. Upload Mobile Device to PC transfers the mobile database to the PC. This is the first thing that happens, every time you initiate a Synchronization. Asset Management transactions and any new Assets, Asset Types, Locations, etc. that you have created on the device since the last Synchronization are uploaded to the PC, but not yet merged with Asset's PC database.
5b. Automatic Process Mobile Device Data is an option that is turned on as a default. While the Synchronization is in progress, Asset will attempt to process all the data transferred from the device, updating the PC database immediately. If any errors occur, a warning message will instruct you to manually invoke the Process Mobile Device Data function when the Synchronization completes (Step 6, below). This will allow you to reconcile unprocessed transactions. (Another Synchronization will then bring the mobile database up to date.)
5c. Download PC to Mobile Device transfers the Asset database to the device, sending every record that satisfies the filter criteria last specified in the Create Device Database function. This is the last thing that happens, every time you initiate a Synchronization.
If the Automatic Process Mobile Device Data option is turned on, any data received from the device at the beginning of the Sync and successfully processed into the PC database, will be included in the download to the mobile database (filter criteria permitting).
If the Automatic Process Mobile Device Data option is turned off, data received from the device at the beginning of the synchronization will not be included in a download to the device until it is processed manually via the Process Mobile Device Data function (Step 6).
6.Manually Process Mobile Device Data (not necessary if all records were processed successfully in Step 5b) - The Process Mobile Device Data function can be started manually to process records into Asset's PC database that were received from the device during Synchronizations, but which have not yet been processed. (See Steps 5b and 5c, above.) Afterwards, to bring the device up to date, another Synchronization can be done before using it to perform mobile transactions.
7.Use Rosistem Assets on the Device - Add New, Edit, Move, Check-Out, Check-In, Audit, and Dispose transactions can now be performed on the device.
Steps 1 and 2 are each done once per device, typically. From then on, steps 3 through 7 might be repeated multiple times. If you have no need to vary the filter criteria specified in Step 3, daily operations can be supported by cycling through only Steps 5, 6, and 7.