Version 2021

Configuring Connectivity Settings for iOS and Android Devices

To configure mobile devices to communicate with Mobile Server and provide access to projects, you must provide connection and authentication information. Configure the connection and authentication information for your Mobile Server(s) and project(s) in the Connectivity Settings tab of the Mobile Configuration.

Configure the Connectivity Settings

  1. From the Mobile Configuration, select the Connectivity Settings tab.
  2. By default, user logins and passwords can be cached on the mobile device for a specified period of time. To stop credentials from caching on mobile devices, select the Never Persist Credentials check box. When this option is selected, a user is required to log in when they completely close and reopen MicroStrategy Mobile. To completely close MicroStrategy Mobile, the user must also close the background task for the application on their device. This option is available for iPhone, iPad, and Android devices.
  3. Under Default Mobile Server Authentication, specify the default Mobile Server authentication settings.
    1. From the Authentication Mode drop-down list, select the default authentication mode to use to log in to the Mobile Server machine.
      • For iOS devices, to use a trusted authentication provider such as Tivoli or SiteMinder, you must choose Basic and enter your credentials for the trusted authentication provider.
      • The default mode is Anonymous.
      • For Android, to use trusted authentication as the default authentication mode, you must use basic authentication.
      • If you are using HTML forms for trusted authentication with the iPhone or iPad, you can choose Anonymous, Basic, or Windows as the default Mobile Server authentication mode.
    2. For basic or Windows authentication, in the Login field, type the user name. To use basic authentication with a trusted authentication provider, type your trusted authentication provider login.
    3. For basic or Windows authentication, in the Password field, type the password for the login. To use basic authentication with a trusted authentication provider, type your trusted authentication provider password.
    4. For basic or Windows authentication, you can override login credentials that users may have specified on their mobile devices. To do this, select the Overwrite user-specified credentials when applying configuration check box.
    5. For integrated authentication, ensure that you have configured integrated authentication for your MicroStrategy environment. For steps to configure integrated authentication, see the System Administration Help.
  4. Click Configure New Mobile Server.
  5. In the Mobile Server Name field, type the fully qualified host name of this machine. This is the Mobile Server that the application will connect to.
    • For iOS devices, if you are using trusted authentication, in this field, type the URL that is monitored by your trusted authentication provider. For example, if you are using Tivoli for trusted authentication, type http://tivoli_machine:port/junctionName/. For additional information on trusted authentication, see the System Administration Help.
    • If you are using trusted authentication, in this field, type the name of the trusted authentication provider machine.
  6. If mobile clients must use a different name to access the Mobile Server, select the Mobile clients access this server using the following external name check box, and type the name in the field. For example, type the externally accessible name of a load balancer in machine-name.domain.com format.
  7. In the Mobile Server port field, type the port number that is used by Mobile Server on this machine. The default port is 80.
  8. In the Mobile Server path field, type the path to the MicroStrategy Mobile Server files on this machine. The default path is MicroStrategyMobile.
  9. From the Mobile Server type drop-down list, select ASP.NET for MicroStrategy Mobile, or J2EE for MicroStrategy Mobile Universal. ASP.NET is selected by default.
  10. From the Request type drop-down list, specify whether the mobile devices use HTTP (no encryption) or HTTPS (HTTP encryption) to access the Mobile Server. For more information about HTTP and HTTPS and instructions on configuring Secure Sockets Layer (SSL), see SSL Encryption. For information on encrypting traffic to Mobile Server, see Encrypting Session Information.

    You must decide whether to configure your Mobile Server to use SSL prior to creating mobile configurations. If you attempt to implement SSL on your Mobile Server after creating mobile configurations, you will not be able to update any configuration that has a Request Type of HTTP.

  11. The default Mobile Server authentication settings specified above are used to log in to the Mobile Server. To use different login credentials, clear the Use default authentication check box and specify the Mobile Server authentication settings:
    1. From the Authentication mode drop-down list, select the default authentication mode to use to log in to the Mobile Server machine. For iOS devices, to use a trusted authentication provider such as Tivoli or SiteMinder, you must choose Basic and enter your credentials for the trusted authentication provider.
      • If you are using HTML forms for trusted authentication with the iPhone or iPad, you can choose Anonymous, Basic, or Windows as the Mobile Server authentication mode.
      • Anonymous authentication is selected by default.
      • For Android, to use trusted authentication, you must use basic authentication.
    2. For basic or Windows authentication, in the Login field, type the user name. To use basic authentication with a trusted authentication provider, type your trusted authentication provider login.
    3. For basic or Windows authentication, in the Password field, type the password for the login. To use basic authentication with a trusted authentication provider, type your trusted authentication provider password.
    4. For basic or Windows authentication, you can override login credentials that a user may have specified on their mobile device. To do this, select the Overwrite user-specified credentials when applying configuration check box.
  12. Under Default Project Authentication, specify the default project authentication settings.
    1. From the Authentication mode drop-down list, select the type of authentication used by the Intelligence Server. Standard authentication is selected by default.

      If you select Trusted Authentication or Windows Authentication, the Login and Password fields are disabled. For iOS devices, to use trusted authentication you must supply your trusted authentication provider credentials in the Mobile Server Authentication section above.

    2. In the Login field, type the MicroStrategy user name to be used by the application to log in to the Intelligence Server.
    3. In the Password field, type the password for that user name.
    4. For standard, LDAP, and database authentication, you can override login credentials that a user may have specified on their mobile device. To do this, select the Overwrite user-specified credentials when applying configuration check box.

Configure a Project

  1. Configure a project that contains reports and documents intended to be viewed on the mobile device:
    1. Click Configure New Project.
    2. Select the project from the Project Name drop-down list.
    3. The default project authentication settings specified above are used to log in to the project. To use different login credentials, clear the Use Default Authentication check box and specify the project authentication settings.
    4. To specify a root folder, other than the project's default, select the Use root folder check box. Click the down arrow to select the root folder.
    5. Designate whether the login is case-sensitive by selecting or clearing the User login is case-sensitive check box.
  2. To configure another project, click Configure New Project. Enter the information for this project.
  3. To configure another Mobile Server, click Configure New Mobile Server. Enter the information for this Mobile Server.

Add a Trusted Certificate for SSL Encryption for Android Devices

  1. If you are using SSL encryption for communication between Android devices and Mobile Server, you must specify the location of your trusted certificate. A certificate is required for secure client authentication with the Mobile Server. To add a new certificate, click Add New Certificate and enter the URL for the certificate in the Trusted Certificates text box.

    The URL for the trusted certificates must be accessible from the Android devices.