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Serena Business Manager Mobile 11.1 Readme
This readme file contains information about this release. Last updated on 2016-07-27.


About this Release

Welcome to SBM Mobile. This readme provides an overview of the latest changes in the SBM Mobile app.

  • This readme pertains to both on-premise and on-demand versions.
  • On-premise customers – You must install and configure SBM 11.1 or higher.
  • Before you access SBM Mobile for the first time, you must open your process apps in SBM Composer and enable mobile support for your applications. For details, refer to Configuring SBM Mobile.
  • SBM Mobile is available in English only.


SBM Mobile provides access to SBM from supported mobile devices. SBM Mobile enables users to browse available applications, and then submit and monitor work items from their mobile devices.

Users can use SBM Mobile to:

  • Create and customize dashboards for each application
  • Submit new items using the simple or advanced form view
  • Transition items
  • View submitted items
  • Search for items and reports
  • Run reports, including graphical reports
  • View notifications

Supported Platforms

The following operating systems are supported with SBM Mobile:

  • Android 4.1.x – 4.3.x, 4.4.x, 5.0, and higher
  • iPhone – iOS 8.X and 9.X for iPhone 5, 6, 6 plus, 6s, and 6s plus

Third-party Tools

For information regarding third-party software copyrights and license information, refer to the files under "Downloads" or "News" at http://www.serena.com/support.

What's New

The following features and changes have been added in this release.

Native iOS and Android User Interface

The new SBM Mobile app is a native application that now leverages more mobile capabilities and power.

Support for Form Actions

SBM Mobile now supports form actions that designers create in SBM Composer.

For a list of supported events, conditions, and actions, refer to solution S141807.

Simple View

Users can now toggle between Advanced or Simple viewing formats when viewing items. The Simple view provides quick access to all required fields with a single tap. Data that a user enters is preserved in each field if the user switches from the Advanced view to the Simple view and vice and versa.

Rich Text Editor

A Rich Text editor control has been added to Rich Text-enabled fields.

Graphical Reports

Users can now view a variety of graphical reports in a format similar to Work Center on their mobile devices.

Barcode Reader

Users can now use the device's camera as a bardcode reader/scanner to enter data into fields. Users can enable or disable the barcoder functionality from the Settings menu.

Preserve Form Data When Out of Network

If a user loses internet connection, the form will preserve any data that has been entered until the connection is back. When the user is back in range, he or she can complete the transition and send the data to the server.

Easy Install and Setup

Installation and setup of SBM Mobile has been greatly simplified. Additional server-side installation steps are no longer required.

Useful Tips

This section provides useful tips to help you maximize SBM Mobile for your users.

Configuring SBM Mobile

SBM Mobile is a portal for your users who want to work with items from their mobile devices. You can decide which applications are available to your users on their mobile devices.

To enable mobile support for an application:

  1. Launch SBM Composer and open your process app.
  2. Select the application in App Explorer.
  3. In the Application Editor, select the Enable options for Serena mobile app check box.

This enables users to access the application from their mobile devices once the process app is deployed.

Once access is enabled, you can configure the following throughout your application:

  • Visibility for controls such as fields, details, containers, and other form controls.
  • Visibility for transitions on state forms.
  • Form actions that apply specifically to mobile forms.

In addition, you can select a device type and preview the mobile form in either simple or advanced view.

For complete details on enabling mobile access throughout your application, refer to "Working with Mobile Forms" in the SBM Composer Guide or help.

Configuring Network Access

On-Premise Only – SBM Mobile requires that users have network access to your SBM Application Engine Web Server that hosts SBM. For example, if users are connecting to a WiFi network outside of your corporate network and your SBM Application Engine Web Server is behind a corporate firewall, they must connect to your corporate network using a VPN from their mobile devices. If your users do not use your company's VPN regularly from their mobile devices, contact your IT department for assistance with connecting your users to the corporate network.

When a mobile user attempts to log in, SBM Mobile sends the authentication request back to the SBM server. This means SBM Mobile works with all SBM authentication types.

Basic Navigation Tips

Navigating SBM Mobile is easier than ever before. Here are some basic navigation tips to help you get started.
  • When you access a process app for the first time, a wizard helps you import widgets from your other Work Center dashboards to create a new default landing page (My Dashboard). Other widgets and reports can be added to the dashboard as well.
  • Tap the menu icon or swipe right from the launch page to access the navigation menu. From here, you can select an application, and then access reports, submit items, search for items, view notifications, and manage settings.
  • When you are viewing a dashboard, swipe right to return to the previous page in iOS. Click the back icon in Android.
  • On a submit form, click the icon next to + to toggle the Simple view on or off (for Android). In iOS, click the ... icon. Click + to add a photo, file, note, or send an e-mail from the item.

Known Issues

For a complete list of known issues and potential workarounds, refer to the Knowledgebase at serena.com.