Creating and Managing Mobile Accounts

Once you've downloaded the Appian for Mobile Devices application, you need to provide the URL of your Appian server with your login credentials on the Accounts page to connect to your company's server. By connecting to your company's Appian server, you can retrieve and send information between your mobile device and the server.

The Appian for Mobile Devices application allows you to maintain multiple accounts connected to multiple servers.

Instructions for setting up your initial account, adding additional accounts, and maintaining existing accounts appear below for iOS, Android, and Android users.

iOS Users

Creating New Accounts

NOTE: Setup instructions vary slightly for customized Appian for Mobile Device applications with the Device Sharing and Hardcoded Server URL features enabled. Applications with these features will not prompt users for their Server Address.

  1. After initially opening the Appian for Mobile application, select Set up my account.
    • The Accounts screen displays.
  2. Select Add account.
  3. Type the address of the server that you want to establish a connection with, such as the following: www.example.com.
    • Your Appian administrator can provide you with this information for your server.
    • The server host name does not need to include the fully qualified path, such as www.example.com/suite/tempo/.
  4. Tap Next.
    • The Enter Credentials screen is displayed — OR — If the server uses a third-party authentication system that supports web sign-in the Sign-In screen is displayed and is used to complete the account creation process.
  5. Type the username.
    • This is the same username that you would use to login through a web browser.
  6. Type your password.
  7. Tap Add Account.
    • If the account passes validation, you are signed into the application and the News tab displays.

While Appian recommends always connecting via HTTPS, it is still possible to connect via HTTP within the app. On the Server screen (step 3 above), simply type in your server address with no protocol. The app will connect appropriately if the server supports HTTP only.

If the given server supports connection via both HTTPS and HTTP, connection will default to HTTPS.

NOTE: Connecting via HTTP may take up to three minutes to complete.

Adding Additional Accounts

  1. To list an additional server (if you have more than one Appian system that you use), select the Accounts screen.
    • If using Appian for Mobile Devices iOS 1.3+, tap the Appian logo to access the Accounts screen.
  2. Select Add an account.
    • Provide your credentials.
  3. Tap Add.
    • The account is saved and the feed from the new server is loaded.

Editing Accounts

  1. Select the Accounts button or the Appian logo in the toolbar.
    • Your accounts information is displayed.
  2. Tap Edit in the navigation bar.
  3. Tap an account to edit your account information. — OR — Tap the delete control to delete an account.

Switching Accounts

  1. Tap on the Accounts button or the Appian logo in the toolbar.
    • Your accounts information is displayed.
  2. Tap the account you want to use. A checkmark is displayed on the selected account, and the new feed is loaded.

Establishing a Secure Connection

When using an https:// connection, your mobile device checks with an authority to verify that your site is representing itself properly. If your site hasn't renewed its credentials in a timely manner, your site's certificate may fail this test. A failure of this test may indicate a security issue.

Android Users

Creating New Accounts

NOTE: Setup instructions vary slightly for customized Appian for Mobile Device applications with the Device Sharing and Hardcoded Server URL features enabled. Applications with these features will not prompt users for their Server Address.

  1. When initially configuring your device, tap Set up my account on the welcome screen. — OR — When adding a secondary account, tap the Menu button, then tap Manage accounts.
    • The Accounts screen displays.
    • The existing accounts are listed.
  2. Select Add account.
  3. The Server Address screen is displayed. 1. Type the name of your server host in the field provided, such as the following: www.example.com.
    • The server host name does not need to include the fully qualified path, such as www.example.com/suite/tempo/.
  4. Tap Next.
    • The Credentials screen is displayed — OR — If the server uses a third-party authentication system that supports web sign-in the Sign-In screen is displayed and is used to complete the account creation process.
  5. Tap the Username control.
  6. Enter the username of your account.
    • Be mindful that your device attempts to automatically capitalize the first letter, which may result in an invalid username.
  7. Type the password for your user account.
  8. Tap Add Account.

While Appian recommends always connecting via HTTPS, it is still possible to connect via HTTP within the app. On the Server screen (step 3 above), simply type in your server address with no protocol. The app will connect appropriately if the server supports HTTP only.

If the given server supports connection via both HTTPS and HTTP, connection will default to HTTPS.

NOTE: Connecting via HTTP may take up to three minutes to complete.

Editing Accounts

  1. Tap the Menu button.
  2. Tap Manage accounts.
    • The existing accounts are listed, with a More icon next to each account.
    • The currently active account displays a checkmark.
  3. Tap the More icon and tap Edit account
  4. Modify the account settings as needed.
  5. Tap Save Changes to update your account settings. — OR —
  6. Tap Delete Account to remove the account that you are editing.

Switching Accounts

  1. Tap the Menu button.
  2. Tap Manage accounts.
    • The existing accounts are listed.
  3. Tap the account you want to use. A checkmark is displayed on the selected account, and the new feed is loaded.

Establishing a Secure Connection

When using an https:// connection, your mobile device checks with an authority to verify that your site is representing itself properly. If your site hasn't renewed its credentials in a timely manner, your site's certificate may fail this test. A failure of this test may also indicate a security issue.

The following error message is displayed if when an invalid certificate is presented.

Cannot create secure connection to server (SSL certificate is invalid). Please contact the system administrator.
  • Invalid site certificates cannot be ignored, or treated as trusted.
  • When an invalid site certificate is presented, a connection cannot be established with the server.

Contact your System Administrator if you receive this error.

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