wMobile User Group: Virtual File System (VFS)

by Sarah Friedlander Garcia on October 28, 2015

On October 28th, we had our wMobile Online User Group Meeting focused on the topic: Virtual File System (VFS). Our next and final meeting of the year will be on December 16th, which will highlight the topic “Configuring Notification Services”.

A huge thank you to everyone who attended and participated! Below is the video recording, general notes, Speaker Deck presentation as well as the questions & answers. 

Still have questions about wMobile? Feel free to reach out to our team here, and we’ll be happy to answer!

Agenda

  • Review of Existing Resources
  • Features and fixes in wMobile
  • Virtual File System (VFS)
  • Roadmap
  • Open Q&A

Existing wMobile Resources

wMobile Updates

  • Posted on wMobile Product Page
  • Included in bi-monthly newsletter
  • wMobile Installer will always check for latest release
  • You must be on maintenance to update

What’s New in wMobile?

  • You can now complete an activity scheduled for multiple users all at once (in both wMobile Phone and Desktop
  • Improved Phone formatting

What’s new in wMobile Phone?

  • Coming Attraction: Phone Lookup selection
  • Fix for forwarded emails (original email was sent even if the option was unchecked)
  • Fix for sending an email draft created in GoldMine from wMobile Phone

What’s new in wMobile Desktop?

  • Improvements in Project Management support
  • Can set a record for US or international phone formatting
  • Select All button now works on iPads when using Copy to Clipboard function

Feature Topic: Virtual File System (VFS)

Email Attachments

  • User email attachments are saved based on user settings. The path might point to a mapped drive or UNC path.

Linked Documents

  • Your users might have linked documents under the Linked Documents tab that are saved using UNC or drive mapped paths.
  • Email attachments are also listed here.

Remote GoldMine Service

  • The Remote GoldMine Service needs access to GoldMine files such as the GoldMine license file, executable file, and dlls.
  • The Remote GoldMine Service runs using the built-in Local System account which can’t access mapped drives or UNC paths.

Notes

  • The wMobile Manager Console no longer requires a GoldMine username/password. This can be disabled in System Settings.
  • This is set to False by default on new installations.
  • This has been useful when we need to configure access to the GoldMine folder on initial wMobile implementation.

Virtual File System (VFS)

  • The Virtual File System is accessed in the wMobile Manager Console.

Configuring VFS

  • Access needs to be added for the GoldMine location and any other folders where users might need to access documents.
  • VFS entries can be configured for All users, or for a specific user.
  • Access needs to be added for the GoldMine location and any other folders where users might need to access documents.
  • One way to get these entries is using the Select Linked Document Folder paths.

Linked Document Folders

  • The linked document paths located in the ContSupp SQL table will be examined for UNC paths. If any exist, they’ll be listed for selection.
  • Checkmark any current paths and select Import.

Linked Document Paths

  • The path(s) will be added for you.

Manual Entry

  • If no listings were found using “Select Linked Doc Folder Paths” then you can add locations manually.
  • Select New Server.
  • Type in the name of the server and click on Continue.
  • The name cannot include any special characters.

Add Share

  • Next add the share, wherever GoldMine is installed. In my example, GoldMine is in a folder shared as Apps.
  • Select New Share and enter the Share name.
  • Click Continue to save the setting.

Mapped Drive

  • If this share is commonly access using a drive mapping, then the drive letter can be added here.

Remote Username

  • If documents reside on another server, or if a UNC path is used, then Windows credentials will need to be added to access the documents and GoldMine files.

Test All Paths

  • You can test an individual path, or use Test All Paths to test all at once.
  • Any paths where access is not tested successfully will be shown in red.
  • Click on the Messages tab in the bottom right to see the log of testing.
  • Sometimes Remote Username needs to be added with Domain\Username.

Restart RGMS

  • When you navigate away from VFS settings, you’ll be prompted to restart the Remote GoldMine Service for the changes to take effect.

Tech Tip

  • Sometimes SysDir lines get reintroduced into a gm.ini file in the GoldMine root directory.
  • When the Remote GoldMine Service is restarted, it won’t be able to access the GoldMine files without proper VFS settings.

For more detailed information on the product updates see the Speaker Deck below:

 

Online References

Topics for Next Online User Group

  • Configuring Notification Services
  • Configuring Screen Templates
  • Email auto-filing with the wMobile Email Fetcher Service
  • Customizing the wMobile logo

Roadmap

  • New F2 Lookups in wMobilePhone (November)
  • SMS Notifications on Activity Alerts (November)
  • Performance Monitoring (November)
  • Export Improvements (November)
  • UI Notifications (December)
  • Support for Referral Relationships (January)
  • Email UI redesign (January)
  • Next wMobile Online User Group – December 16th at 2:00 PM EST

 

Our next meeting will highlight: Configuring Notification Services

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PRODUCT: wMobile

AUDIENCES: Administrators Developers End Users

Sarah Friedlander Garcia
Director of Marketing at UpCurve Cloud
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