Working Offline

If you do not have access to the network, Servigistics InService Offline enables you to work offline on your local device. Your device is usually associated with a web system on the network at your workplace. You must periodically update the service information on your system from either the web system or from a disk or other media provided by your administrator. If you create a shopping cart while working offline, you must synchronize your shopping cart information with the web server once you are back on the network.

Working on a offline system requires a license. Once Servigistics InService Offline is installed on your system, you are directed to the Activate System page:

Use this page to activate the license through either your web system or by pointing to the license activation file on your system. Activating a license through the web for the first time requires either the service group administrator or the activation privilege. Note that an offline system can only be associated with one Service Group. If you are associated with more than one service group, you are prompted to choose a service group in the Choose a Service Group window when you activate your offline system.

Once your license is activated, you can later click on the menu icon at the upper right of the Servigistics InService home page and select Update License to update the license:

This opens the Update License page:

Use this page to either connect to your web server to update the license or to point to the license activation file on your system.

You can change the password you use for Servigistics InService on a offline system. Note that you must be connected to your web server to change your password.

The first time you use the system, you are prompted to change your offline password. After that, the Change Password option is available in your user settings:

Use this option to change your password as desired. Enter the new password, matching the required format, and confirm it. Click Save Changes to complete the password change.

You also reset your password if you have forgotten it. Note that you must be connected to your web server to reset your password.

If you forget your offline password, click the Cancel button when you are at the Servigistics InService Offline login screen and you are automatically directed to the Reset Password page:

Use this option to reset your password. Enter the new password for your offline system, matching the required format, and confirm it. To complete the change, you must also enter the user name and password for your web system in the Complete password change section and click Save Changes.

When you are working on a offline system, the synchronize icon is available at the upper right corner of the interface. This icon provides an indication of the current state of the system. When working offline, the icon is

. When connected to the web system, the icon changes to

When the system has pending new service information updates, the icon changes to show the number of updates

. During the process of loading new updates, the icon begins to rotate. If update is successful, the icon changes to the connected version. If the update fails, it changes to

When offline, clicking on the icon opens this menu:

The following options are available:

You must log into the web system to update your service information and synchronize your shopping carts.

When you are logged into the web system, you can open the synchronize view by clicking on the synchronize icon. Use this page to synchronize the information in your shopping carts with your home system and to update the service information on your offline system. The page indicates the last time you successfully synchronized your system. It also contains settings for how content updates are loaded, such as whether to transfer and load updates automatically.

Shopping carts usually automatically synchronize when you are connected to your web server. You can also click Sync Now to manually synchronize your carts when connected to the web system.

The service information is provided as repositories or packages of information to load on your system. Loading data is a two step process. First, you must transfer the content updates to which you have access to your system. When you have pending content updates, the system indicates the number of pending updates and their size after you have synchronized your information.

If you are downloading updates from the internet, click Transfer all to load all available updates. Updates in this case are stored in the location specified in the Download Path option. Once the updates start transferring, the system shows the progress of the download:

If your administrator provides updates on a disk or other physical media, select Set Updates Manually to transfer updates from the desired media drive. You can only use this option when not connected to the internet. This opens the Set Updates Manually window where you can enter the desired path in the Type a folder path option. The system automatically suggests possible paths as you type in the option.

Once the transfer is complete, click the Load updates button to start the content update process. Note that your system is unavailable while content updates are loading.

The following settings are available:

• Automatically start transferring updates when connection is available – Specifies that when you connect to the web system providing your updates, your system should automatically transfer all available updates.

• Automatically start loading when transfer is complete – Specifies that once all content updates are transferred, your system should automatically load the updates.

• Remove redundant data files following package installation – Specifies that the files containing content updates should be deleted once that content is loaded on your system.

• Incremental updates only – Specifies that only updates to the content currently loaded on your system should be transferred and loaded on your system.

• Download Path – Specifies the location on your system where you want content updates to be stored.

The system automatically suggests possible paths as you type in the option. Note that for newly installed and reinstalled offline systems, it is recommended that the folder you use for the download path is initially empty.