Mobile CRM - Couldn't connect to the server

Kinetic ERP
1

Hey all, new to the forum and already making my first post.

We recently just went live with Kinetic, moving over from E10.

I am pretty new to Epicor, but the migration went pretty seamless besides some random problems.

I went through our license and saw we had the CRM module, and there have been users that have requested mobile access.

Currently struggling to get it setup, however. I continously get “We couldn’t connect to eh server. Please review it. Error status: 0”

I followed the guide from EpicWeb. REST is setup.

I can even access the web version just fine using this URL format:

https://[domain]/[app]/home and login successfully.

Entering this server name in the Mobile CRM app however: https://domain/[app] brings no success.

I’ve installed the BAQ solution also from EpicWeb and followed the guide to the tee.

Just wondering if there’s any suggestions or maybe I’m missing something? I tried looking at similar threads here, but couldn’t find anything helpful.

Thanks!

2

You should not use https:// and not use /home

This is the text I use for mine (with my SaaS number changed into XXX)
Live:
centralusdtapp14.epicorsaas.com/SaaSXXX

Pilot:
centralusdtpilot14.epicorsaas.com/SaaSXXXPilot

4

I was only using /home to verify I can access the pilot instance from the browser.

I tried removing https on the server field on the app, still receive the same error.

5

What path do you use to access Epicor from a web browser (just convert your SaaS number like I did)?

1 Like
6

It’s on-prem. The path I’m using to access the web browser is:
domain.local/E11Pilot/home

Even accessing the help page loads fine.
domain.local/E11Pilot/api/help/v2/

1 Like
7

Are you able to access Epicor from a remote location via a web browser?

With SaaS, I am able to do this at the path I showed. This is what the server looks like on my app (with my SaaS number not showing):

image
image412×910 55.8 KB

8

Yes, just tested. VPN setup and I can access epicor via web browser remotely on my mobile device. The app still refuses to connect.

9

I did just try going to domain.local/E11Pilot through the browser and got a 403 forbidden.

Not sure if that is relevant or done by design. Going to domain.local/e11pilot/api/help/v2/ works fine though and prompts for sign in.

10

Jacob, please make sure that you have an SSL certificate in place, coming from a certified authority. A self-signed certificate is not tolerated by mobile applications.

2 Likes
11

The most recent Mobile CRM Installation Guide I have is from Kinetic 2021.2, and just now looking on EpicWeb I don’t find a newer one. If you can get to EpicWeb and download that (go to Documentation > On-Prem (might be on Cloud too but didn’t check) and scroll back in time until you come to 2021.2 (with no patch revision). Look under Installation Guides for “MobileCRM_InstallGuide_Kinetic 2021.2”.

I might have a nugget or two that either solves the problem or tells you where to look.

12

That’s the guide I followed. Not find anything that I haven’t done correctly. Alexandre did point out self-signed certs won’t work, which is what we’re using currently.

13

I will check out that route then. We are currently using self-signed.

1 Like