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How Pendragon Forms VI Works...


Pendragon Forms VI enables you to design mobile forms applications on your desktop, then automatically deploy and synchronize these forms to the latest mobile devices.

How does it work?

Pendragon Forms VI consists of three components:

Administrative PC The Administrative PC is where you design forms, and where your back office data resides..

The Administrative PC is typically a Windows desktop or laptop, but it could also be a Windows server..
Staging Server The Staging Server is a web server and a database that hosts your form designs and data while they’re exchanged with remote users..

In a typical installation, your desktop or laptop is also your Staging Server.  However, the staging server software will run on any system that supports the Apache web server, the MySQL database server, and the PHP programming language.  This means your Staging Server software can run on a hosted server elsewhere on the Internet, or on one of your company’s public servers..
Client Browser The client browser is an HTML5 web browser that is capable of using the forms..

The client browser is typically running on a mobile device, like an iPod touch, an iPhone or an Android phone.  You can also run the client browser on a desktop PC or a netbook..


When installing the software, you will be asked to choose whether you are installing a Typical (all-in-one) configuration, or if you are performing a stand-alone Administrative PC installation or a stand-alone Staging Server installation.  We recommend performing a Typical installation unless you have experience setting up server software.   If you perform a Typical installation, you can later split move your Staging Server to another machine.   

There is no installation for Client Browsers because handheld devices automatically download the client software just by accessing the Staging Server’s web site..

Synchronization
Pendragon Forms VI has two-level synchronization.  The Administrative PC synchronizes with the Staging Server, sending form designs and data to the Staging Server for client devices to pick up.  Devices synchronize with the Staging Server to pick up form designs and data, and to send back data that has been collected in the field..

Forms VI Architecture
Security
For the purposes of synchronization, the Staging Server is password-protected. To make your synchronization properly secure, you can purchase a secure SSL certificate for your Staging Server so that all conversations with the server are encrypted by SSL security.

Network Security
One advantage of the two-level synchronization architecture is that you can run the Staging Server software on a separate machine.  This is useful if your Administrative PC is not accessible 24/7 or if the Administrative PC lacks a fixed IP address.  Install your Staging Server software on a PC that is accessible from the Internet at all times, and users can always synchronize with it.

The Administrative PC makes connections to the Staging Server, not the other way around.  When the Staging Server is on a separate machine, you do not need to open a hole in your firewall for incoming connections to the Administrative PC.  This means you can place your Staging Server machine in a less secure location on the network, while maintaining high security for your enterprise databases.  The Staging Server can be hosted by the third party, or hosted in your company’s “DMZ”.


Forms VI Security Architecture

Administrative PC Applications
The Administrative PC software consists of two applications.  The Pendragon Forms Manager is used to design your forms and to distribute them to the Staging Server.  The Pendragon Forms Manager is also the default storage location for your form data and reference lists.

The Pendragon Transfer Agent is used to administer the Staging Server and to transfer data between the Administrative PC and the Staging Server.  The Pendragon Transfer Agent is used to add users, and to deploy forms to groups of users.  Every minute, the Transfer Agent checks in the background to see if form data is due for synchronization with the Staging Server, and synchronizes your data in the background.  You can also instruct the Transfer Agent to do an immediate refresh of the data.

Synchronizing with the Staging Server
The Staging Server consists of an Apache web server and a MySQL database.  The web server listens for connections from the Administrative PC and from remote clients.  When remote client devices synchronize with the Staging Server, they upload new and changed records to the Staging Server.  They also pick up unchanged records from the Administrative PC.

When the Administrative PC synchronizes with the Staging Server, it downloads records that were created or modified on remote devices, and stores them in the appropriate database table on the Administrative PC.  The Administrative PC then sends an updated snapshot of the Administrative PC database up to the Staging Server where it can be downloaded by remote devices.

Synchronizing Client Devices
Configuring the client software is as easy as opening the Staging Server web site in your device’s web browser, and signing in with a user name and password.

There’s a SYNC button which initiates the synchronization process.  This can be done whenever the device has a network connection it can use to reach the Staging Server.  Typically, a client device will use a WiFi, 3G or 4G wireless connection to reach the Staging Server.

After a successful synchronization, all of the web pages required by your forms application will be stored in the client web browser cache, where they can be accessed even when the client browser is disconnected from the network.  Client devices can use their client browsers to collect data while disconnected, and then later choose to synchronize the data back to the server when they have a network connection.

 

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