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Installation and Configuration Guide: © 2012 Nitrodesk Inc. All Rights Reserved. Unauthorized Reproduction Prohibited

TouchDown UserGuide

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0% found this document useful (0 votes)
54 views32 pages

Installation and Configuration Guide: © 2012 Nitrodesk Inc. All Rights Reserved. Unauthorized Reproduction Prohibited

TouchDown UserGuide

Uploaded by

florin_probe
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 32

Installation and Configuration Guide

••••••

© 2012 NitroDesk Inc. All Rights Reserved. Unauthorized reproduction prohibited. •



TouchDown Version 7.3 - July 2012 •









Table of Contents
••••••

Download and Install 1


Trial Version 1
Licensed Version 1
Installing TouchDown 2
Configuring 5
Quick Configuration 5
Quick Configuration, Connection Details Screen 8
Quick Configuration, Security Settings 9
Quick Configuration, Protocols to Check For Screen 10
Configuration Progress: Connecting and Configuring 10
Manually Configuring TouchDown 12
Account Information Tab 13
Connection Tab 14
Manual Configuration (No ActiveSync) 16
Performing the Configuration 18
Setting the Client Certificate 19
Recommended Next steps 21
Email Checking Frequency 21
Emails to Synchronize 22
Appointments to Synchronize 23
Choose Folders 24
Activating 25
Purchasing from Your Device 25
Purchasing from www.nitrodesk.com 26
Activating on a Factory-Reset Device 27
Purchased from www.nitrodesk.com 27



Table of Contents • i





ii • Table of Contents



Chapter 1
Download and Install
••••••

This chapter describes how to download and install TouchDown™ for


Android devices. It also includes how to activate your copy of TouchDown.
NOTE: TouchDown cannot be installed on an SD card and must be installed
directly on the device.

Trial Version
When you install TouchDown for the first time, it enables full functionality
for a period of 30 days from your installation time. The only option that is
disabled during the 30 day trial is the ability to change your outgoing
message signature. You can use this trial period to ensure that all the features
work as expected with your Microsoft® Exchange server.

It is highly recommended that you use the trial version before purchasing a license. If you
purchase from the Google Play Store, there is only a 15-minute return period, so please
make sure the application works as expected before buying a license key.

Licensed Version
This is not a separately downloadable product. You activate the trial version
and convert the installation to a licensed version by activating the product.
Once activated, all the features are available for use. See “” on page 3.



• 1



Installing TouchDown

To install TouchDown from the Google Play Store,


1 On your device, go to the Google Play Store.
2 Tap the Search button, type NitroDesk and Tap Search.
3 Navigate to TouchDown for Smartphones or TouchDown HD for Tablets
and select the version depending on your device.
This will open the product information screen.
4 Tap Download and Tap Accept & Download to accept permissions.
TouchDown will be downloaded and installed. When installation is
complete, a notification on the top bar will indicate that it has finished.
TouchDown requires the following permissions:
STORAGE permission is required to modify/delete SD card contents. It
allows an application to write to the SD card.
YOUR MESSAGES permission is used to receive SMS. It allows an
application to receive and process SMS messages.
SYSTEMS TOOLS is used to change WI-FI state, network connectivity,
prevent the device from sleeping and write sync settings. This enables
automatic polling for new messages. It will not change your network
configuration or attempt to roam. When polling for new messages, the
device will wake up at scheduled intervals.
SERVICES THAT COST YOU MONEY allows the application to call phone
numbers without your intervention and send SMS messages.
YOUR ACCOUNTS allows the application to act as an account authenticator.
This allows the application to use the account authentication capabilities of
the Account Manager, including creating accounts and getting and setting
their passwords. This is required to manage the accounts list that allows an
application to perform operations like adding and removing accounts and
deleting the password.
YOUR PERSONAL INFORMATION allows the application to read contact
data and write contact data. This permission is required for TouchDown to
copy your Microsoft® Exchange server contact information to the device
contacts list.



2 • Chapter 1



PHONE CALLS permission is needed to read device state and identity.
NETWORK COMMUNICATION is required to connect with your Microsoft®
Exchange server over the internet.

Follow these steps only if you are unable to install TouchDown using the
Google Play Store.
1 Open the web browser on the device.
• If your device is running Android version 3.0 or later (Motorola Xoom,
LG G-Slate), type in the link http://nitrodesk.com/tddownloads/nitroid-
honey.apk
• If your device is running Android version 2.0 or later (Incredible, Nexus,
Motorola Droid etc), type in the link
http://nitrodesk.com/tddownloads/nitroid-droid.apk
2 The download will start once you Tap Go.
Wait for the download to finish.
3 Tap on the file that was downloaded.
4 Follow the prompts to install TouchDown.
NOTE: You may have to enable the "Unknown sources" option in Android
settings to complete the installation.



Download and Install • 3





4 • Chapter 1



Chapter 2
Configuring
••••••

This chapter describes how to configure TouchDown™. Before you can


start using the program, you must configure it correctly to work with your
server.
To start TouchDown, go to the home screen of the device and Tap the
TouchDown icon.

Quick Configuration
You must have the following information before you can configure
TouchDown.

Item Description

User ID This is the User ID that you are expected


to use on your mobile device. Your User
ID will normally be in one of the following
formats:

• DOMAIN\USERID
[email protected]
• USERID
Password This is the password you use to connect
your mobile device to your Microsoft®
Exchange server. Note that if your
password changes or expires, it will not be
updated automatically in TouchDown. You
must manually update it in TouchDown.



• 5



Item Description

Server Name This is the name of the server that your


mobile device connects to. For some
organizations, this may be different from
the Outlook Web Access server. Below is
just an example:

MOBILE.MYCOMPANY.COM

Client Certificates Sometimes your administrator may


require your device to provide a client
certificate to be able to connect to the
server. See “Setting the Client Certificate”
on page 19.

When you launch TouchDown for the first time, the following screen will
appear. Tap “Configure Your Account” if you want to perform quick
configuration.

Quick Configuration Screen



6 • Chapter 2



If your settings are already present in TouchDown, you can still perform a
quick Configuration by tapping the “Quick Configuration” button on the
Account tab of the Settings screen.

To access the Account tab,


1 Open TouchDown.
The Main screen displayed.
2 Tap the Menu button and select Settings. The Account tab is displayed.
Once you start quick configuration, you will be prompted with the following
screen.

AutoDiscovery Prompt

AutoDiscovery will only work in a small number of cases, roughly 30%.


You can safely skip this step, if you wish.
If AutoDiscovery was successful, you will receive the following message:
AutoDiscovery succeeded. Please Click the Next button to review the
discovered settings on each page and complete the configuration.



Configuring • 7



3 Tap Next.
The following screen will appear:

Connection Details Screen

Quick Configuration, Connection Details Screen


USER ID can be your alias (jsmith) or your email address, depending on the
server configuration. If you do not know your User ID, you should check
with your Administrator.
DOMAIN may be different than your company’s web site domain. Again,
check with your Administrator if you are uncertain what to enter here.
EMAIL ADDRESS is entered here if it is different from your User ID.
PASSWORD is entered here.



8 • Chapter 2



SERVER is the address of the Microsoft® Exchange server. Enter only the
server name, as in mail.mycompany.com. You should enter the server name
as you access it from outside your company network, from the internet.
Typically these names end in .com, .net. .info etc. You may also enter an IP
address here if that is accessible from the internet. You may suffix the server
name with a port number as in mail.mycompany.com:8082
Tap Next. The Uses SSL Screen will be shown.

Quick Configuration, Security Settings

Security Settings Screen

In this screen, you may leave the defaults if you are not sure if your server
uses Secure Sockets Layer.
Tap Next. The Protocols to Check For Screen will be shown.



Configuring • 9



Quick Configuration, Protocols to Check For Screen

Protocols to Check For Screen

In this screen you select the protocols the program should look for. If you
are uncertain what is available, it is advised to leave the defaults as they are.
Tap Next. The Start Configuration Screen will be shown.

Configuration Progress: Connecting and Configuring


Tap Next on the Start Configuration screen if you are ready to start the
configuration process.
WARNING Starting this process will delete and re-sync all existing data from TouchDown.



10 •• Chapter 2


Inspecting Configuration Screen

The following screen will appear after the configuration is completed. It will
display the result of the configuration process. If the result does not show
SUCCESS, it will show the reason for failure in the log below.

Configuration Progress Result Screen



Configuring • 11



Once completed, you can Tap the Close button, which will take you to the
main screen.
NOTE: Depending on how much data you have, it may take a few minutes
until TouchDown automatically updates the data to the device.
Your device will be configured at this time. You can proceed to
“Recommended Next steps” on page 21 to see the different configuration
options you can change.

Manually Configuring TouchDown


NOTE: Microsoft® Exchange ActiveSync® does not support HTML Email
on Microsoft® Exchange 2003 installations. This means you will only
receive Email in plain text if you use this mode. Microsoft® Exchange 2007
or newer allows you to receive HTML email.
You must have the following information before you can configure
TouchDown.

Item Description

User ID This is the User ID that you are expected


to use on your mobile device. Your User
ID will normally be in one of the following
formats.

• DOMAIN\USERID
[email protected]
• USERID
Password This is the password you use to connect
your mobile device to your Microsoft®
Exchange server. Note that if your
password changes or expires, it will not be
updated automatically in TouchDown. You
must manually update it in TouchDown.



12 •• Chapter 2


Item Description

Server Name This is the name of the server to which


your mobile device connects. For some
organizations, this may be different from
the Outlook Web Access server. Below is
just an example

MOBILE.MYCOMPANY.COM

Client Certificates Sometimes your administrator may


require your device to provide a client
certificate to be able to connect to the
server. See “Setting the Client Certificate”
on page 19.

To configure TouchDown,
1 Open TouchDown. The Main screen displayed.
2 Tap Menu button and select Settings.

Account Information Tab


The first tab looks as follows

Account Tab, continued

Tab 1: Account Settings



Configuring • 13



In this tab, you should enter the following values:
LOGIN ID is your Microsoft® Exchange login ID. The following are some
examples of a login ID:
• DOMAIN\USERID
• USERID
[email protected]
THIS IS MY EMAIL ADDRESS should be checked if the login ID is the same
as your email address.
EMAIL ADDRESS should be filled in only if you do not select the This is My
Email Address check box.
REPLY-TO ADDRESSES NEW update
PASSWORD is entered here.
NOTE: If your password changes or expires, it will not be updated
automatically in TouchDown. You must manually update it in TouchDown.
FOLDER LANGUAGE is used if your server uses a folder language other
than English, you can select the correct language here.

Connection Tab
The second tab looks as follows

Tab 2: Connection



14 •• Chapter 2


In this tab, fill in the following values:
SERVER NAME is the ActiveSync server name. This will vary by
organization/hosting provider. Check with your Administrator for the server
name to use here. You need to enter just the server name. For example,
mobile.mycompany.com without any prefixes or suffixes. If your server
requires a port number for connection enter the port number after the server
name, with a ‘:’ prefixing it mobile.mycompany.com:444.
USES SSL is normally used. If your server does not require HTTPS / SSL
for connectivity, you should uncheck this.
FETCH AND TRUST CERTIFICATES may be required to be checked if your
server is signed with a self-issued certificate or with a certificate that is not
recognized by the Android device. After you select this, please wait a few
moments until the “Certificate installed successfully” popup shows on the
screen.
ACTIVESYNC is used if your Microsoft® Exchange server supports
Microsoft® Exchange ActiveSync®. You should configure using the
“Quick Configuration” on page 5 instructions if this is supported.
SAVE will save the above settings. This will cause ActiveSync to be
initialized and the folder list to be updated on the device. After initialization
if the Save button is still enabled, Tap it again.
If for some reason, you wish to check if ActiveSync is available and
working with your server, you can Tap this button. When you do so, a popup
as shown below will be displayed.

ActiveSync Popup Window



Configuring • 15



On this window, Tap the Refresh ActiveSync Settings button. This will
have TouchDown check the status of ActiveSync on your server and
initialize the security policies and folder list. After initialization the screen
should look as follows

ActiveSync Status

If the versions does not contain 2.5, this means your server is running a
version older than Microsoft® Exchange 2003 SP2, and TouchDown cannot
support this server in ActiveSync mode.
If the above box says Policies: SET or Policies: NONE, it means
TouchDown will be able to work with the server. If it says Policies: NOT
INITIALIZED, it means there has been some error connecting with the
server. If this happens it is best to run the quick configuration process
(described in the earlier section) and see the content of the log generated at
the end of the process.

Manual Configuration (No ActiveSync)


This section applies to devices that cannot use ActiveSync with their
servers.
Correct configuration requires knowledge of some aspects of your
Microsoft® Exchange server. If you are not sure about this information,
your Administrator may be able to provide these to you. You can also use
the table below to help gather the information necessary to configure
TouchDown.



16 •• Chapter 2


Item Description

Server Name Open a browser on a computer and go to the login


page of your server. Observe the link/URL of the
browser page. It will look something like this:
https://yourmail.yourservername.com/Exchange/..

The part in bold will be the SERVER_NAME you


should use. Yours may look different from the one
shown above.

Microsoft® Exchange Type https://SERVER_NAME/ews/Exchange.asmx


2007 Mode in a browser. If a login screen appears and allows you
to login with your credentials, and if it successfully
shows an XML document in the browser, it means you
can use Microsoft® Exchange 2007 Mode.

If this gives you an error, it means you need to use


Microsoft® Exchange 2003 Mode.

ISA Server Settings Open a browser on a computer and go to the login


page of your server. Observe the link/URL of the
browser page. It will look something like this:
https://yourmail.yourservername.com/Exchange/..

If anywhere on the link/URL, you find “cookieauth.dll”,


this means your company is using an ISA server. In
this case, you MUST turn on Uses ISA in settings.

If you do have an ISA server, the server URL will look


like this:
https://yourmail.yourservername.com/CookieAuth.dll
?GetLogon?curl=Z2FExchangFE2F&reason=0&fo
rmdir=1

Write the highlighted part down (your values may be


different), and replace reason with flags. This will be
your ISA Flags setting. It may look like the following:

curl=Z2FExchang10/Z2F&flags=0&formdir=1



Configuring • 17



Item Description

User ID This is the User ID that you are expected to use on


your mobile device. Your User ID will normally be in
one of the following formats.

• DOMAIN\USERID
[email protected]
• USERID
Microsoft® Exchange This step is only for those users who use Microsoft®
2010 Server Alias Exchange 2003 mode.

Login to Outlook Web Access (OWA)

Tap on any email to open it in a separate window.

In some cases, your link may look as follows:

https://yourmail.yourservername.com/Exchange/ALI
AS/.....

https://yourmail.yourservername.com/owa/ALIAS/....

If you have an ALIAS showing up as shown above, it


may either be an abbreviated ID, your User ID, your
full name, or an email address. Write this down.

Performing the Configuration


Using the information in the above table, you are ready to start configuring
your account.

To perform a manual configuration,


1 Start TouchDown
2 Tap Settings
• On the first tab (Account), enter the following
• User ID
• This is my email address
• Email address (if this is my email address is unchecked)



18 •• Chapter 2


• Password
• On the second tab (Connection) enter the following
• Microsoft® Exchange 2003 Mode
• Uses ISA
• ISA Flags
• Full Email Address
• Server Type (Non-Editable)
• Server Name
• Uses SSL
• Fetch and Trust: (Leave this off. Check this ONLY if you face a
Trusted Certificate error when performing a refresh)
• On the third tab (Advanced)
• If you are using the free version, you don’t need to enter anything
here.
• These are advanced options available only in the commercial version.
3 Save Settings
4 Close Settings
5 In the main screen, Tap the Menu button and select Refresh.
This will perform the initialization.
6 Go to the contacts view and Tap Menu/Refresh All and confirm.
This will download the initial list of contacts to the device.

Setting the Client Certificate


Some organizations require a client certificate to be installed on the device
for secure connection with the server. If that is your case, please follow the
steps below to get the certificate on the device.
If your organization does not require the use of a client cert, you can skip
this step.
1 Get the client certificate file (this will be a file with .cer or .pfx as the
extension).
2 On the computer rename it to client.cer (or client.pfx).



Configuring • 19



3 Connect your device to the computer and mount the SD card on the
computer.
4 Copy the client.cer file to the top level directory of the SD card.
5 Disconnect the device from the computer.
6 Open TouchDown and go into Settings and Tap on the Advanced tab.
7 Tap the “Client Certs” button.
The following screen will pop up.

Client Certificate

8 Tap the Set... button.


This will copy the client certificate to TouchDown. Once the process is
completed, you should delete the Client.cer (or client.pfx) file from the SD
card.
If the certificate was exported with a password, TouchDown will prompt
you for the password before importing the certificate file.



20 •• Chapter 2


Recommended Next steps
Once you have successfully configured TouchDown, here are some
configurations which you may want to consider doing in order to get the full
benefit from TouchDown.
Refer to the User Guide, Chapter 10, “Advanced Settings” for more
information on the options listed below.

Email Checking Frequency


You can set the email checking frequency to check for emails.

Email Checking Frequency

AS ITEMS ARRIVE (PUSH) is available if you connect to the server using


Microsoft Exchange ActiveSync® mode. If this is turned on, any new
emails or changes appearing on the server will be downloaded almost
immediately to the device. This provides real time notification of new
emails and other changes.



Configuring • 21



POLLING INTERVAL (MINUTES and HOURS) specifies the interval that
TouchDown will query the server for changes in the selected folders. The
following choices are available:
• Every minute
• Every 5 minutes
• Every 10 minutes
• Every 15 minutes
• Every 30 minutes
• Every hour
• Every 2 hours
• Every 4 hours
• Custom
NOTE: Setting too low a value can have an adverse effect on battery life. 15
minutes is recommended and has been found to be a good trade off with
battery life.
ENABLE PUSH periodically contacts the server to check for new emails or
other changes. If this option is turned on, the option Polling Interval
(minutes) is enabled. You have to set a value for the polling interval. Even
if the device is asleep, having this enabled will cause it to connect to the
server periodically and download any available changes.
POLL DURING OFF-PEAK TIMES periodically polls for changes even during
off-peak times.

Emails to Synchronize
This entry specifies how many days of past emails TouchDown keeps on the
device. The default is 3 days. Setting too large a value can potentially slow
down some operations if you have a lot of emails stored on the device.



22 •• Chapter 2


The following choices are available:
• 1 day
• 3 days
• 1 week
• 2 weeks
• 1 month
• All
• Custom
Only the ActiveSync connection mode will fetch emails from earlier days
on initialization. Other modes will fetch emails that arrive after initial
configuration. In all cases, TouchDown will delete emails on the device that
are older than the specified email history to conserve space.

Appointments to Synchronize
This entry specifies how many days of appointments TouchDown keeps on
the device. The default is 2 weeks. Appointments from the past will only be
visible after you’ve begun synch appointments with TouchDown.
The following choices are available:
• 2 weeks
• 1 month
• 3 months
• 6 months
• All
Selecting All for appointments, just as with emails, will cause your database
to increase in size and can affect the speed and performance of the
TouchDown application.



Configuring • 23



Choose Folders
Before TouchDown can synchronize data from the server, you must select
the folders to synchronize. You can Tap any folder to toggle the selected
state. When selected for synchronizing, the icon for the folder will display a
blue refresh indicator.

Choose Folders

NOTE: TouchDown does not support the Outbox folder for synchronization.



24 •• Chapter 2


Chapter 3
Activating
••••••

You can purchase a TouchDown license at any time. If you have paid apps
enabled in your area, and if you are interested in a single copy for your own
device, you can purchase directly from the device. If you wish to purchase
licenses for multiple devices, you might want to consider purchasing from
www.nitrodesk.com.
EXCHANGE BY TOUCHDOWN KEY is not the TouchDown application, but
the application that unlocks the trial version of TouchDown. This
application is purchased and run on the device to license TouchDown.

Purchasing from Your Device


To purchase a license from your device, Tap on the Activate button on
the main screen of TouchDown. This will open a window where you select
the last option titled “I want to purchase a license”. When you do this, it will
take you to the Google Play Store, to the product titled “Exchange by
TouchDown Key”. You can follow the prompts in the Google Play Store to
purchase that product. Once purchased, install the license product and run it
once.



• 25



After you run “Exchange by TouchDown Key”, your main TouchDown
program will be activated and will stay active as long as you have the license
installed on the device. See “Activating on a Factory-Reset Device” on
page 27 for more information on how to get your license when you change
or reset your device.
NOTE: When you purchase a license from the device through the Google
Play Store, you do not receive a serial number. This is because the Exchange
by TouchDown Key contains your serial number and is designed to be
portable without having to remember the serial number.

Purchasing from www.nitrodesk.com


If you do not have Paid Apps available on the Google Play Store, you can
still purchase a serial number from www.nitrodesk.com that you can use to
activate your copy of the product. For this, you must follow these steps.
1 Go to http://www.nitrodesk.com/purchase.aspx and select the “Click
here to purchase” button under the Purchasing TouchDown from
NitroDesk section.
2 Check out the number of licenses you wish to purchase.
3 Once you confirm the purchase, and if the credit card verification is
successful, you receive and email with an order confirmation that
contains an 11 digit serial number.
4 Save the serial number for future reference, you will need it to reactivate
the product if you reset the device.
5 On the TouchDown product, Tap on the Activate button on the main
screen.
6 Select “I have a license key”.
7 Enter the serial number in the box. It is not case-sensitive.
8 Tap the Go! button.
Your copy of TouchDown will be activated.



26 •• Chapter 3


Activating on a Factory-Reset Device
If you reset your device, you can reactivate your license on the device.
Depending on how you originally purchased, follow the steps in the
appropriate sections below.
If you purchased your original license from the Google Play Store, you can
reactivate your license by following the steps below. Note that this will work
only if you have used the same Google Email address when initializing the
new device.

To activate on a new or factory reset device,


1 Go to the Google Play Store application on the device.
2 Go to My Downloads.
3 Find and install the “Exchange by TouchDown Key” app (it may take up
to 48 hours from the time you start using the device for you to be able to
successfully download it).
4 Once installed, run the application once.
Your copy of TouchDown should now be activated.

Purchased from www.nitrodesk.com

If you purchased a serial number from www.nitrodesk.com, you can


follow these steps to activate your copy on the new device,
1 On the TouchDown product, Tap on the Activate button on the main
screen.
2 Select “I have a license key”.
3 Enter the serial number correctly in the box below.
4 Tap the Go! button.
5 Your copy of TouchDown will now be activated.



Activating • 27



© 2011 NitroDesk Inc. All Rights Reserved. Unauthorized reproduction prohibited.
TouchDown Version 7.3 - July 2012



28 •• Chapter 3

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