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
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
For information regarding third-party software copyrights and license information, refer to the files under "Downloads" or "News" at http://www.serena.com/support.
The following features and changes have been added in this release.
- Native iOS and Android User Interface
- Support for Form Actions
- Simple View
- Rich Text Editor
- Graphical Reports
- Barcode Reader
- Preserve Form Data When Out of Network
- Easy Install and Setup
The new SBM Mobile app is a native application that now leverages more mobile capabilities and power.
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.
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.
Users can now view a variety of graphical reports in a format similar to Work Center on their mobile devices.
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.
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.
This section provides useful tips to help you maximize SBM Mobile for your users.
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:
- Launch SBM Composer and open your process app.
- Select the application in App Explorer.
- 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.
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.
For a complete list of known issues and potential workarounds, refer to the Knowledgebase at serena.com.