17.02. Setting up mSupply mobile

Note - we will complete these steps for you. The following instructions are for your information only.

Requirements

A server running mSupply with a web server license registered

Sync server has a static IP and any network permissions required configured

A mobile tablet fitting the recommended specifications here

Adding a store

On mSupply desktop go to Special > Stores > New Store

Enter the Store Code and Store Name

Click on the Master List tab and select a Master List

Click OK

Click OK again

User Access

Next you need to make the current user have access to the store you have just set up.

Go to Admin > Edit Users

Select the user and go to Login Rights.

Select the new Store

Logging in to the Store

Now, you need to log in to the new Store

Go to File > Switch (or ‘cmd 2’ (apple) or ‘ctrl 2’ (windows))

Log in

Setting up a Sync Site

Got to Admin > Preferences

On the Synchronise tab on the left-hand side and click on the unlock button and enter the password

Add new Sync Site

Enter ID, Username and Password and click OK

Note - Keep track of these details, if they are lost you'll have to resynchronise from scratch! Sussol will typically have them securely stored if Sussol has done the sync setup.

Log in to the Store

Go to Special > Stores

Double-click the Store

Click the unlock button and enter password

Set Synchronisation type to active store

Select store (as local)

Click OK

Click the unlock button and enter password again

Set Sync type to Collector and sync type to Active/Collector

Click OK

Click OK again

Start the web server

Initialising mSupply Mobile on Device

After installing the app, you must do an initialisation of the data for the store the tablet is going to be used in. All above steps must be complete for this to work. The first screen upon opening the app looks as follows: You must enter:

The correct URL for your mSupply server, usually using SSL/HTTPS protocol for security.

Sync site name as defined above in this guide.

Password for the sync site name

Once you have entered the information, click “Connect” to start sync: Initialisation can take between 1 and 15 minutes, depending on the number of records on the server related to the site being synced. Once the server has found all the records to sync, mSupply Mobile will start pulling them adaptively between 20 and 500 records at a time depending on the connection speed. If connection is lost or you closed the app, you can resume sync where it stopped by entering the exact same details (will go back to square one if you get it wrong). Once complete, you will be taken to the login screen. For guidance beyond here see the mobile usage guide.

Note that the login details here are for the mSupply user that can login into the synchronised store, not the store details that were entered for sync above.

Limiting Initial Sync Record Count

If the amount of records to sync are greater than around 50,000 it may take over an hour to sync on a good connection. Many hours on a slow connection. For this reason it is possible in mSupply to limit the amount of records up to a specified amount of months ago.

You need to change the store synchronisation type from “collector” to “active” or “none” to unlock adding custom data

Add a custom data row with “Field label” `syncMonths` and the numeric value desired in “Field value”

Change the store synchronisation type back to collector

Now when you do initial sync, the store will only get transactions and stock takes for as far back as specified from the current date.

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