Options dialog - Communications page and Synchronization sub-page

The Options dialog allows you to change a number of features that apply across the whole program. The dialog is displayed by selecting System | Options.

The Communications page allows you to configure the InfoAsset Mobile server, upload / download options to and from the server, and set the date period on the Scheduler calendar. The Synchronization sub-page allows you to specify options for the synchronization/download operation.

Communications page

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Item

Description

Current server

Read-only box showing the name of the server you are currently connected to.

Connection speed

This slider allows you to adjust for fast or slow connections.

A fast connection will transfer bigger chunks of data in one go and will have a smaller timeout; the further the slider is to slow, the smaller the chunks and the longer the timeout.

Upload / Download actions

This section allows you to specify upload and download settings.

Remove reports after upload	Controls whether local reports are to be deleted locally once they have been uploaded onto the InfoAsset Mobile server. This setting controls the state of the Remove after upload dropdown list of the Upload Report dialog. Refer to the Upload Report dialog topic for more details on the permitted values.
Keep only latest report version	When reports are downloaded, only the latest versions are kept locally and any older versions will be deleted.
Number of reports at a time	By default, reports are grouped by five to optimise upload/download. If required and if there are timeouts, decrease the grouping figure by using the arrow down button.
Ask about downloading or uploading large files	Enable this option to be prompted about large attachments at report downloading and uploading time (this includes at InfoAsset Mobile startup). When this option is disabled, users will still be prompted but only during manual download and upload processes (not during scheduled synchronization or automatic synchronization processes, for which large attachments will not be uploaded or downloaded). Tip: The concept of large attachments is defined at application level, using the LargeFileMinimumSize property of the Application dialog and is base on file size in MB.

Startup actions

Download any new or updated reports on startup

Establishes if, at login time, the software should check for newer versions of reports on the InfoAsset Mobile server. If there are newer versions on the server, these reports will be automatically downloaded. This functionality is very similar to the one provided by Check For Updated Reports in the Reports group of the Synchronize tab.

WARNING: The setting of the Synchronize on startup check box in the Synchronization sub-page may supersede the setting in this check box. For example, if the Synchronize on startup box is checked, and the automatic synchronization operation includes the downloading of reports, then the Download any new or updated reports on startup option will be disabled by InfoAsset Mobile.

Note: When the Download any new or updated reports on startup option is enabled, InfoAsset Mobile performs startup checks corresponding to the Default mode and Download mode set in the Synchronization sub-page of the Options dialog.

Tip: The checking of updated reports is also performed whenever a user changes application or network.

Server health check

Option available to Administrators and System Administrators only.

This option allows you to select the frequency of automatic server health checks. These checks are carried out when a user is not logged in locally, and their recurrence can be set to every 5 mins, 15 mins, 30 mins, 60 mins, or never. The InfoAsset Mobile Status Bar provides a visual cue if there are issues with the server status.

Synchronization sub-page

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This page allows you to specify options for the synchronization/download operation.

It is possible to set a default download mode (saved reports, completed reports, or all reports) and to download only scheduled reports assigned to the current user. You can also use this page to configure an automatic synchronization of report downloading, uploading, or both.

The download is performed when Download is selected from the Reports group of the Synchronize tab, or when an automatic synchronization, which includes report downloading, occurs.

InfoAsset Mobile will perform a synchronization operation corresponding to the default mode set in this dialog whenever Full Synchronization is selected on the quick access toolbar. Bespoke synchronizations can be carried out using the commands in the Synchronize group of the Synchronize tab.

In addition, an automatic synchronization can be configured where a selected type of synchronization occurs automatically for a selected type of report at a selected time interval whenever a user is logged in to InfoAsset Mobile.

Synchronization is also carried out at login time if the Download any new or updated reports on startup option (see above) is selected or if the Synchronize on startup option (see below) is selected for an automatic synchronization.

Item	Description
Default mode	Sets the default behaviour for the Synchronize () toolbar button by specifying the default mode: Disable - Turns off the automatic synchronization of reports. Full synchronization - Performs a download followed by an upload. Upload only - Uploads all edited reports (saved or completed) to the server. Download only - Downloads any new reports and carries out an update check to see if any reports have been updated. The tooltip for the toolbar button will depend on the option selected in this dropdown list. Note: If the Auto synchronization field is set to Default mode, then the automatic synchronization operation will also use the mode specified in this field.
Download mode	Either sets the default behaviour for the Synchronize () toolbar button by specifying the type of reports to process using the default mode, or, for an automatic synchronization which includes the downloading of reports, defines the type of reports to be downloaded. The following options are available from the dropdown list: All reports Completed reports only Saved reports only
Download from	Download start date (date refers to the last saved date for saved reports and completed date for completed reports). Select or type in a number in the first box and select a time period in the second box (dates are always relative to today).
To	Download end date (date refers to the last saved date for saved reports and completed date for completed reports). Select or type in a number in the first box and select a time period in the second box (dates are always relative to today).
Download current users reports only	Downloads only reports that have a scheduled resource with a value that matches the user's username. If this option is not selected, all reports for all scheduled users will be downloaded. Tip: This default setting can be overridden via the commands in the Reports group of the Synchronize tab. This option may not be available to all users. It is possible to set the application so that users at a certain level (specified in the ScheduleFilterByAllocatedReports property of the application) and below are not allowed to download other users' reports ( ScheduleDownloadOnlyAllocatedReports property of the application set to True). In this case, the Download current users reports only option is not present for such users.
Delete reports outside the date range after downloading	Deletes reports falling outside the synchronization period (specified in the Download from section, see above) that may still be present locally once reports have been downloaded. Tip: Locally edited reports requiring upload will never be deleted automatically. Available options: No - Default option. No reports will be deleted. All reports - All reports falling outside the synchronization period will be deleted. Saved reports only - All saved reports falling outside the synchronization period will be deleted. Completed reports only - All completed reports falling outside the synchronization period will be deleted.
Auto synchronization	Sets which mode is to be used for the automatic synchronization operation. The following options can be selected from the dropdown list: Disabled - Turns off the automatic synchronization operation. Default mode - Uses the same mode for the automatic synchronization operation as is specified for the (Synchronize) toolbar button (set in the Default mode field in the Communications page). Full synchronization - (default) - Performs a download followed by an upload. Upload only - Uploads all edited reports (saved or completed) to the server. Download only - Downloads any new reports and carries out an update check to see if any report have been updated. Tip: If the automatic synchronization is to include downloading of reports, then you can use the Download mode, Download from and To, Automatically update unchanged reports, Download current users reports only, and Delete reports outside the date range after downloading fields to refine the download process.
Every	The elapsed time between each automatic synchronization. The interval can be set to every 5, 10, 15 or 30 minutes, or to every 1, 2, 3, 4, 5 or 6 hours, after the user logs in. If a user logs out before the elapsed time is reached, then no automatic synchronization will occur.
Synchronize on startup	Check this box if synchronization is to take place automatically when the user logs in to InfoAsset Mobile. Any subsequent automatic synchronizations after the user logs in will occur according to the interval specified in the Every field. If this box is checked, then it may supersede the setting in the Download any new or updated reports on startup box on the Communications page (see above). If this is the case, an appropriate warning message will be displayed, and the Download any new or updated reports on startup box is automatically disabled.

About configuring InfoAsset Mobile

Setting options