Settings

The app settings can be accessed via the navigation menu. A mobile device management system can also be used to administrate and distribute many of these settings.

For further information on settings available in mobile device management, please visit:

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https://help.folio.fabasoft.com/index.php?topic=doc/Mobile-Device-Management/index.htm: new window

View (Android Only)

In the “View” tab you can define the sorting of newly loaded lists.

Default Sorting

In the setting “Default Sorting”, you can choose how newly loaded lists are sorted. For all sorting options, see chapter “Sorting Objects”.

Note: On iOS, the default sorting is retrieved from the settings on the server.

Worklist

In the “Worklist” tab you can define how objects are displayed in the worklist.

View Activities as PDF

In the “View Activities as PDF” setting, you can determine if folders are displayed as their PDF rendition when an activity is opened in the worklist. By default, folders present their contents in a list.

Security

The Fabasoft App provides the following security features.

Passcode

The Fabasoft App must be secured with an app passcode. The additional app passcode is an extra layer of security in order to protect the data stored on your device. If you switch the app to the background for more than 15 seconds, or keep it open for more than 3 minutes without interaction, the app will be automatically locked. In order to unlock the app, you must identify yourself via the app passcode or biometric identification. The app code must consist of at least six digits.

When the app is used for the first time, the user is required to enter a passcode.

If the passcode is entered incorrectly 5 times, all data in the app will be erased.

Note:

• The app passcode is used to protect the access to your data via the user interface of your device. The Fabasoft App will not use the app passcode to encrypt locally stored and cached data. However, data stored on the device is encrypted by operating system mechanisms. On iOS devices and on Android devices that support data encryption, your data is safe as long as you protect your device with a device pin! It may be possible to access the data on your device through some third-party tools (e.g. backup tools) as soon as your device is unlocked.
• By default, the Fabasoft App requires using an app passcode. The individual user cannot deactivate this feature. However, this feature and its enforcement can be disabled by using a corresponding mobile device management setting. This setting has to be administered and distributed centrally.

For further information on settings available in mobile device management, please visit:

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https://help.folio.fabasoft.com/index.php?topic=doc/Mobile-Device-Management/index.htm: new window

Change Passcode

In order to change your app passcode, proceed as follows:

1. Open “Settings” via the navigation menu.
2. In the “Security” tab, tap “Change Passcode”.
3. Enter your current passcode.
4. Enter your new passcode.
5. Re-enter your new passcode.

Use Biometric Identification to Unlock the App

You can enable/disable the usage of the biometric identification feature, depending on your device, to unlock the Fabasoft App.

1. Open “Settings” via the navigation menu.
2. In the “Security” tab, enable/disable “Use Touch ID/Face ID/Fingerprint ID for Passcode“.
3. Confirm this change by entering your current passcode.

Activating Passcode Lock

In case that the app passcode feature is not enforced on your device, you can activate and deactivate the passcode lock for the Fabasoft App via the corresponding option.

1. Open “Settings” via the navigation menu.
2. In the “Security” tab, tap the corresponding option to activate or deactivate the app passcode.

Certificate for Login (iOS Only)

The Fabasoft App supports multiple authentication methods including authentication with client certificates. However, on iOS, an app is not allowed to access the system key chain to get access to globally deployed certificates. It is possible to import a client certificate into the app, though, if required. This can be done either by importing a PKCS#12 file into the Fabasoft App using Finder (macOS only), or by opening a file with the extension pfx.fabasoft in the Fabasoft App using the “Open in” feature of another app.

You can see the state of the imported client certificate when choosing this option. If there are multiple client certificates available, you can select the certificate that should be used for client certificate authentication.

Note: We recommend using a SAML identity provider in combination with the permanent login feature (requires Fabasoft Folio 2020 Update Rollup 2 or later as backend system). In this case, the authentication is delegated to a Safari web view which has access to the system key chain. In general, mobile device management software allows to distribute client certificates that can be used by Safari. In this case the client certificate need not be stored in the context of the Fabasoft App.

Integrations (iOS Only)

In the “Integrations” section you can manage the access for Apple Watch.

Access for Apple Watch

The Fabasoft App for iOS includes an Apple Watch app which allows you to access your worklist on the Apple Watch.

For a detailed description of all Apple Watch app features, see chapter “Apple Watch App (iOS Only)”.

Connecting Your Watch

To access your worklist on the watch, you need to activate the connection by creating a password for applications in the Fabasoft App settings:

1. Open “Settings” via the navigation menu.
2. Select “Access for Apple Watch”.
3. Open the Fabasoft App on the Apple Watch.
4. Wait until the iPhone app and the Apple Watch app have established a connection.
5. Select the domain you want to connect.
6. Tap “Connect”.
7. Set the validity period for the newly created password for applications.
8. Tap “Done”.

Once a connection has been successfully established, the state is updated and highlighted in green. If you want to revoke this setting, see chapter “Revoking a Password for Applications”.

Note:

• If you are logged in using username and password, no password for applications is generated. Instead, your credentials are securely transferred to the Apple Watch app.
• If you are logged in using a client certificate, it is not possible to connect the Apple Watch app.

Updating

If the previously created password for applications has been revoked or reached the end of its validity period, the Apple Watch app connection has to be updated. To update the connection, proceed as follows:

1. Open “Settings” via the navigation menu.
2. Select “Access for Apple Watch”.
3. Select the domain you want to update.
4. Tap “Update”.
5. Set the validity period for the password for applications.
6. Tap “Done”.
7. Once the Apple Watch app has been successfully updated, the state is updated and highlighted in green.

Note: If the password for applications has been revoked, a new one is created. Once the end of the validity period has been reached, the validity period of the existing password is updated.

Disconnecting

To remove access to your worklist from the Apple Watch app, you need to disconnect the domain and revoke the password for applications in the Fabasoft App settings:

1. Open “Settings” via the navigation menu.
2. Select “Access for Apple Watch”.
3. Select the domain you want to disconnect.
4. Tap “Disconnect”.

Once the Apple Watch app has been successfully disconnected, the state is updated and highlighted in red.

Note: The “Disconnect” action can also be performed by swiping left on the domain you want to disconnect.

LAN Synchronization

By default, synchronization is carried out over the internet with your backend system. Depending on the amount of data to be transferred and the speed of your internet access, this may take a considerable amount of time.

Use LAN synchronization to achieve a significant reduction in the required internet bandwidth and a significantly increased synchronization speed. When files need to be downloaded by the Fabasoft App (e.g. because they are synchronized or they have changed), all devices (including Microsoft Windows and Apple macOS workstations that have the Fabasoft Folio Client installed) that offer LAN synchronization in the same local network are contacted first, whether the changed data is already available locally. If this is the case, the data is synchronized via LAN, not the internet. Security is ensured in both cases through encryption.

LAN Synchronization

To be able to use the LAN synchronization, you have to enable it:

1. Open “Settings” via the navigation menu.
2. Enable “LAN Synchronization”.

Note: Synchronization and other communication use the TCP port 17096 and the IP multicast address 224.0.0.202 or ff02::1 (local subnetwork). If necessary, corresponding settings must be made for the firewall.

Offer Files

The Fabasoft App does not offer files for LAN synchronization by default, it only consumes them. If you want the Fabasoft App to offer files for LAN synchronization, you have to enable this functionality explicitly. Since it is not possible to create background jobs on iOS, the Fabasoft App for iOS is “locked” in that mode. The app cannot perform tasks in the foreground until you switch off this mode.

To enable the offer file mode, proceed as follows:

1. Open “Settings” via the navigation menu.
2. Tap “Offer Files”.
   On iOS, you need to end this mode if you want to work with the app again.

Note: On Android, the “Offer Files” mode works both as a foreground or background job. On iOS, however, the Fabasoft App must remain active in the foreground.

When “Offer Files” mode is active on iOS, consider the following:

• Connect your device to the power supply, since this mode may cause increased power drain.
• The device will not go into stand-by-mode.
  • Keep your device in a safe place.
  • It is advisable to reduce screen brightness in order to protect the screen of your device from burn-in (image retention).

Manage Trusted Networks

LAN synchronization should only be used in trusted networks. Therefore, you can define SSIDs to identify your trusted Wi-Fi networks:

1. Open “Settings” via the navigation menu.
2. Enable “LAN Synchronization”.
3. Tap “Manage Trusted Networks”.
4. Tap “Add” to add your currently used Wi-Fi network to the list of trusted networks.

To delete a Wi-Fi network from the list, proceed as follows:

1. Open “Settings” via the navigation menu.
2. Tap “Manage Trusted Networks”.
3. Swipe left on the entry that you want to remove.
4. Tap the “Remove” button.

Connected devices

To check devices that offer files via LAN synchronization, proceed as follows:

1. Open “Settings” via the navigation menu.
2. Tap “Connected devices”.
3. To see how your device is presented on other devices, tap the “Info” action.

Accounts and Services

In the “Accounts and Services” section you can manage all accounts and services and clear the cache.

Accounts

If you want to add an additional account, proceed as follows:

1. Open “Settings” via the navigation menu.
2. Tap “Accounts in …”.
3. Tap “Add Account” in the action panel.
4. Login with the account you want to add.

To remove an account, proceed as follows:

1. Open “Settings” via the navigation menu.
2. Tap “Accounts in …”.
3. Android: Tap on the red icon next to the entry that you want to remove and tap “Remove”.
   iOS: Swipe left on the entry that you want to remove and tap the “Remove” button.

Note: Requires Fabasoft Folio 2023 or later.

Services

If you want to add an additional Fabasoft service, proceed as follows:

1. Open “Settings” via the navigation menu.
2. Tap “Services”.
3. Tap “Add Service” in the action panel.
4. Add the Fabasoft service by entering a display name and the fully qualified hostname.

Note: Only services with secure connections (HTTPS) are allowed.

To remove a service, proceed as follows:

1. Open “Settings” via the navigation menu.
2. Tap “Services”.
3. Android: Tap on the red icon next to the service that you want to remove and tap “Remove”.
   iOS: Swipe left on the service that you want to remove and tap the “Remove” button.

Local Files

Displays size information about data used on the device for synchronized and cached objects.

In order to delete local files, proceed as follows:

1. Open “Settings” via the navigation menu.
2. Tap “Local Files”.
3. Now you can decide which cache you want to delete:
   • Local files of the current tenant
   • Local files of the current role
   • Local files of the current account
   • Local files of the current service
   • Remove All Files
4. iOS: Swipe left on the entry that you want to remove and tap the “Remove Local Files” button.
5. Android: Tap on the red icon next to the entry that you want to remove and tap “Remove”.

Remove All Files

In order to clear the local files for all your registered services, proceed as follows:

1. Open “Settings” via the navigation menu.
2. Tap “Remove All Files”.

Support

You can send a support request or feedback to the support team when you experience difficulties using the app. To trigger a support request, see chapter “Support”.

Send Support Request

To send a generic support request, proceed as follows:

1. Open “Settings” via the navigation menu.
2. Tap “Send Support Request”.
3. Provide a description of your problem and tap “Send”.
   Note: When sending a generic support request, no screenshots are generated and included.

Shake

If you want to enable/disable the option to trigger a support request by shaking your device, proceed as follows:

1. Open “Settings” via the navigation menu.
2. Enable/disable “Shake” in the “Support” section.

Screenshot (iOS Only)

If you want to enable/disable the option to trigger a support request by taking a screenshot, proceed as follows:

1. Open “Settings” via the navigation menu.
2. Enable/disable “Screenshot” in the “Support” section.

Info

In the “Info” section you find information about the repository, version and build number, licenses of open source software and you can rate the Fabasoft App.

Repository Info

Presents information on regarding connected repositories (backends).

About

The version and build number of the currently installed version is available in the “About” dialog.

Open Source Licenses

Lists the licenses of open source software used to build the Fabasoft App.

Rate App

We would appreciate if you took the time to rate and provide feedback for the Fabasoft App for iOS and Android in the respective store.