Intellicus Enterprise Reporting and Business Insights 19.1

Mobile Device Settings on Web Portal

2 views September 22, 2020 0

Intellicus mobile applications can be managed on Intellicus web server. This is the server that you connect your mobile application to. Admin users or users with specific privileges of the server can manage the devices that send connection request. They can provide role-based access of different entities (reports, datasets, dashboards etc.) in mobile application, set some security measures and limit scope of usage. The mobile applications are identified by the Unique Device id on the Intellicus web server.

Mobile Device Policy

Intellicus web server allows users to create Mobile Device Policy. The policy helps to set authentication guidelines and what actions are supposed to happen to the data in mobile devices, in case a user is suspended, deleted or user’s access is revoked on this server.

The policy can then be assigned to different devices based on what guidelines need to be followed for different users.

To create a mobile device policy –

  1. Open the Intellicus Web portal with the respective server credentials
  2. Go to Navigate – Administration – Configure – Mobile Device Policy

Mobile Device Policy
Figure 24: Mobile Device Policy Page on Intellicus Web Portal

In this page you can Add a new policy, Modify an existing policy or Delete a policy.
To add a new policy, click on Add.

The fields under Properties now become active. You need to give a name to this policy in the Policy Name box.

Authentication

Mandate Passcode – If you want the devices under this policy to always provide a passcode to be able to access the content in the Intellicus mobile application, you can set this to Yes.

Server Authentication – If you want the server to authenticate devices every time a connection request is sent, you can set this to Always. If you want the server authentication to be done for a period, you can set this to Valid for and specify the number of days. Any connection request sent through devices for the specified number of days under this policy will first need to authenticate on the server. If you want to allow a free pass, set this to Never.

Actions on User Update

When a mobile device user status is updated, that is the user is suspended, user’s access is revoked, or the user is deleted from the server, you can specify what actions need to be taken on the local mobile data. You can set the values to Delete, Hide or No Action as per your preference. In case a user is deleted, you can either set the action to Delete or to No Action.

Once you input values in the above fields, you can Save the policy or Cancel it.

Manage and Add Devices/Users

Intellicus web server admins can manage their mobile device users for the respective server through the web portal. In manage users, they can add or delete a device, set the status of the device (active, pending, blacklist, delete), assign a mobile device policy, and view some basic information like last accessed by, last accessed date and registration date. This helps the admin user to monitor and control the access of data (on mobile devices) given to other users.

To manage users,

  1. Open the Intellicus Web portal with the respective server credentials
  2. Go to Navigate – Administration – Manage Users – Mobile Devices

Manage Mobile Devices User
Figure 25: Manage Mobile Devices User Page on Web Portal

Registration Mode

You can access these settings by clicking setting button the button at the top right corner.

To begin with, admin can set if an incoming connection request from a device should automatically be added (Registration Mode should be set to Automatic) or should it generate a request to add (Registration Mode should be set to Request). The admin can also set if a device can only be added manually (Registration Mode should be set to Manual). In this case if a device tries to connect to a server an error message pops up to connect to report server admin.

Once you set a required registration mode, click Save. Based on your preference the devices can be added automatically or manually to the server.

Note: The number of devices that can be added to an Intellicus web server is a license governed operation. The maximum number of devices you can add is specified in your license. You can also view Licensed Devices information at the bottom of the page to know the maximum number of devices that can be added on this server.

View and Manage Added Devices

You can view the list of added devices to the Intellicus server on the Mobile devices page. If the list is long you can search to view required devices information. You can search by device id, name, status type, policy or last accessed by. The list shows the devices based on the search criteria you input in the search boxes (these are visible below each field’s heading).

For instance, if you enter a policy name in the policy name search box, all the devices with the respective policy are listed.

You can change the status or policy assigned to a device in the list view. You can also change status of multiple devices at once by selecting the respective devices from the left pane and selecting a status from the status option present at the left of registration mode option.

If you want to delete a device, select the device and change the status to Delete and click Save.

Click on Save, once you make the required changes.

Add Devices

Whether you set registration mode to manually add device, or to any other value, admin users can always manually add devices to the Intellicus web server. To add a device, the admin must have the Unique Device id of the Intellicus mobile application on that device.

Click Add Device on the Mobile Devices page.

Device window
Figure 26: Add Device window

In the Add Device window, you need to input the Unique Device Id. You need to provide a Name of your choice to this device. Set the Status to Active, Pending or Blacklist and set a Policy for this device.

To restrict this device’s user’s access to a specific Organization in Intellicus, select the Restrict to box. In Intellicus, users can create different organizations for a set of users based on department, roles etc. If you restrict a mobile device user id to a specific organization, the user is only able to view the allowed content for that organization’s users.

You can also specify a User type that is specify the device user as an admin, designer or an end user.

Click Add once you input the required values.