Install Dovetail Mobile Agent

The Dovetail Mobile Agent installer will add a web application named mobile.

  1. Uncompress the Dovetail Mobile Agent zip file.
  2. Run the Dovetail-Mobile-Agent.exe file.
  3. The setup program displays the welcome page of the Dovetail Mobile Agent setup wizard.
  4. Click Next.
  5. The End-User License Agreement page appears.
  6. If you accept the terms in the License Agreement, click Next.
  7. The installation location page appears.
  8. Click Next to accept the default installation path, or enter a custom installation path.
  9. Enter the database credentials to the Dovetail CRM or select Skip database settings, click Next
  10. Select the Web Site where the web application will be installed, click Next
  11. Enter in the URL for the Dovetail Seeker web application, click Next
  12. To complete the installation, click Install.
  13. Update the Clarify Schema
  14. Configure Dovetail Seeker
  15. Review the Application Configuration settings
  16. Review the Application User Permissions
  17. Configure Privileges
  18. Import DAT file for Password Reset template
  19. [OPTIONAL] Configure Data Restriction
  20. Using a web browser, navigate to the Dovetail Mobile Agent URL, i.e. http://localhost/mobile

See Also

Installation

Install the Dovetail SDK

Update the Clarify Schema

Configure Dovetail Seeker

Application Configuration

Configure Privileges

Import DAT file for Password Reset template

Optional - Configure Data Restriction

Next

Update the Clarify Schema

Install Dovetail Mobile Agent