Online Help > How-To

How to use the Offline Mode

Description

 

The offline mode allows you to connect to a read only copy of the data source when the live database is unavailable. It can be used when a user is working from a disconnected network or when there is any kind of connectivity issue to the data source.

 

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This feature is not available for all the data sources, refer to the help topic of your chosen data source.

 

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The offline mode file is first encrypted using our own private key mixed with some information taken from the local computer. This makes it impossible for a copy on another machine to be readable.

 

For added security, offline files are set to expire after a delay, the default expiry is set to 7 days but can be modified via the Data Source Settings.

 

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We want to highlight that the offline cache is read only. For mobile workers we recommend creating a local data source.

 

Settings

 

Offline Mode

 

1. Start by making sure the offline setting is enabled in your Data Source. Tap on the Data Source menu and then select Data Sources.

 

Data Source menu

Data Source menu

 

2. Tap on the Entry menu of the Data Source you wish to allow the Offline mode on and select Edit.

 

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3. In the Advanced tab enable the option Allow offline mode.

 

Data Source settings - Advanced tab

Data Source settings - Advanced tab

 

4. In the Data Source menu select Settings.

 

Data Source menu - Settings

Data Source menu - Settings

 

5. Tap on the option Data source is online to activate the Offline mode of your current data source (even if you are connected to a network).

 

Data Source - Data source is online

Data Source - Data source is online

 

Online Mode

 

If your current data source is offline (you manually selected it or the data source automatically went offline because it did not have a network connection) and you wish to go back Online:

 

1. Make sure that you have selected your Offline data source.

 

2. In the Data Source menu select Setting menu tap on Data source is offline to go back Online.

 

Data Source - Data source is offline

Data Source - Data source is offline

 

3. Or, if you have a network connection, just refresh your window and it will automatically go back Online.