MicroStrategy Mobile Configuration for the Connectivity Settings

MicroStrategy Mobile Configuration for the Connectivity Settings

Using the Mobile Administrators page, designers can create and distribute configuration links. Users can click the links to configure their devices according to settings determined by the Mobile Administrator. The Mobile Administrator can distribute configuration links by emailing them or posting them to a secure internal website. 

MicroStrategy Mobile configuration settings can be modified by: 

• Manual configuration on the mobile device 

• Configuration using the Mobile Administrator page

The Mobile Configuration page contains the following tabs:

• The Settings tab contains Mobile app behavior options, governing limits, and security settings. For example, you can configure how much memory the app can consume, the network timeout for trying to connect to the project, and access to the Settings screen in the app, among other options.

• The Connectivity Settings tab enables authentication information to be set for Mobile servers and projects.

• The Home Screen tab provides choices for what users see upon opening MicroStrategy Mobile for iPhone, iPad, or Android.

Access your MicroStrategy Cloud environment

1.     On the MicroStrategy Cloud landing page, under MicroStrategy Mobile Administration, click Configure Admin.

2.     If prompted, in the Windows Security window, in the User name and Password boxes, type (or copy and paste) the login credentials listed in the Welcome to MicroStrategy on AWS email.

Create the configuration link

3.     On the MicroStrategy Mobile Administrator page, click Mobile Configuration, on the left.The MicroStrategy Mobile Administrator page displays.

4.     On the Mobile Configuration page, locate the configuration name corresponding to your device and select the second icon to Duplicate the configuration link.

5.     Under the new copy of the template, click the first icon to Modify the configuration.

6.     In the Configuration name box at the top, type your user name provided by the instructor earlier in the course.

7.     Click the Connectivity Settings tab.

8.     Under Default Project Authentication, below your project name, deselect the Use default authentication check box. In the Authentication mode drop-down list, select Standard, and in Login id and Password boxes, type the user id and password provided by your instructor.

9.     In the Configuration name box on the top, type UserX My Mobile Configuration where UserX is the User ID provided by your instructor.

10. At the bottom of the page, click Save.

11. Click the Generate URL link. Search for the correct configuration by locating your device in the Device column.

12. On the Generate Configuration URL window, the Server Name field should be automatically populated.

If this name is not automatically filled in:

      •Type the IP address or a domain name of the machine listed in the URL of the MicroStrategy Cloud landing page. Example: env-23638.customer.cloud.microstrategy.com.

•Select the Include port check box, and in the box type 443.

•In the Request type drop-down list, select HTTPS.

•In the Authentication Mode drop-down list, select Anonymous.

13. Click Generate URL.

*Due to a requirement of the Android operating system, a short URL must be created when sending the configuration URL to users. To generate a short URL for Android, select Use short URL.The URL is displayed in the box below the Generate URL button.

14. Copy and paste the URL into an email and send it to an email account accessible from your mobile device.

Open the Sales Performance app

15. Open the email with the generated URL on your mobile device, then click the link or paste the URL in the browser of your device to configure the MicroStrategy app.

If the link is not active, copy and paste it into the web browser on your device. Your environment should open in the installed MicroStrategy Mobile app.

16. In the MicroStrategy Mobile app, depending on your device, you can navigate to the Shared Reports folder in a variety of ways:When the Mobile user taps the URL on the mobile device, the user may be prompted to provide a user name and password to log in to MicroStrategy Mobile Server using this authentication mode. For this class, this is the user ID and password provided by your instructor.

•Tap Browse the project home screen

•Click the folder icon on the home screen

The Shared Reports folder contents will be visible.

17. Under the Users\UserX folder, tap Sales Performance App.

You will notice that the markers on the map appear differently on your mobile device. a Open any one of the documents to view the app. b Navigate between the documents using the buttons. c Interact with the visualizations on each page.