Configure the Windows Desktop Digitise Apps Client

The standard Windows Desktop Digitise Apps Client can't be configured before you install it and so must be configured after it has been installed. A pre-configured Client, on the other hand, can be configured as part of the build request and allows you to optionally lock individual settings to prevent them being changed by the user. If you configure all the required settings for a pre-configured Client in the build request, you will not need to perform any further configuration after it has been installed to a device. Settings which aren't pre-configured or locked, can be edited after the Client has been installed.

 

This topic explains how to configure the Windows Desktop versions of either type of Client on Windows PCs and tablets. It assumes you are configuring a Client for the first time which doesn’t have the App Server address pre-configured. After the initial configuration, you can view and edit the settings at any time following the same method described here.

Note that locked settings will be visible within the Client but cannot be changed and not all the options available in the standard Client may be available in the pre-configured version of the Client.

 

In order for a user to run apps within a Client, the Client must at least be configured to set the connection details for the App Server to which the apps have been, or will be, published. A pre-configured Client may already have this information configured, but if not and for standard Clients, you will need to enter these details before the user can use the Client to run apps. You may also want to view the current settings or edit other available settings.

 

To configure or re-configure a Windows Desktop Digitise Apps Client:

  1. Load the Windows Desktop Client in the standard manner for your operating system. For example, by choosing:

    Picture showing the Windows Start button. → N → NDL Software Digitise AppsDigitise Apps Windows Client

    or using a Desktop shortcut or app tile.

  2. The Client will load. If this is the first time you have run the Windows Desktop Client, the Home Screen will look like this:

    Picture showing Windows Desktop Client Home screen.

    Otherwise, your available apps will be listed for you to choose one.

  3. At this point the following login dialog may be displayed in the top right-hand corner of the window:

    Picture showing WIndows Desktop login fields.

    For example, you may be asked to log in if the Client has been configured to check for updates on startup and has its App Server details configured. This could occur if you are installing a pre-configured Windows Desktop Client, whether you are running it for the first time or not, or if you are loading a standard Windows Desktop Client which has been loaded and configured appropriately on a previous occasion. If you are running the standard Windows Desktop Client for the first time, you should not be required to log in.

    The user login determines which Digitise apps will be available to the user.

    If the login screen appears, you will need to log in or cancel. If you only want to configure the Client at this point and don’t intend to download or use any apps, you can cancel the login, which should still allow you to access the configuration settings.

    If you want to log in, you will need to obtain the login credentials from whoever configured the App Server, if that wasn’t you. There are four types of possible user - a Digitise Apps User, a Windows Domain User, a Google OAuth User or an Anonymous User.

    To log in anonymously, simply select the Login anonymously check box and tap OK.

    To log in using Digitise Apps User credentials enter the username and password. If there is a value in the Domain field, you will need to delete this. Note that if you are unable to delete this field, this means that the Client has been configured to only allow Windows authentication and you cannot log in as a Digitise Apps User. If you are configuring a pre-configured version of the Client, the domain field may have been hidden as part of the pre-configuration settings. This should only have been done if you don’t need this field to login.

    When you have entered your credentials, tap OK.

    To log in using Windows authentication you will need domain, username and password. You can enter the domain name in the Domain field or include it with your username in the Username field in the format:

    <domainname>\<username>

    Including the domain name in the Username field will overwrite any domain name specified in the Domain field.

    By default, values you enter in the Username and Domain fields are automatically saved and will be filled in the next time the Login screen is displayed. When building a pre-configured version of the Client, you can turn off username saving within the build request options, if required.

    If the Save Password option is displayed, you can instruct the Client to remember your password as well and automatically fill in the password field the next time you log in. Select the Save Password option to save your password. The password entered will be stored in an encrypted database on the device.

    If you are installing a pre-configured Client, the Domain and Save Password options can be pre-configured and can also be locked so that the user cannot change them on the device. If the domain field is locked, you cannot include the domain in the Username field and an attempt to do so will result in an error message being displayed. If the Save Password option is set to not allow password saving and is locked, the option will not be displayed in the Login screen.

    If you log in anonymously after logging in as a Digitise Apps User or Domain User, the next time the Login screen displays, the username and password fields will be blank and the Save Password option will be unselected.

    When you have entered your credentials, tap OK.

    If you need to log in as an OAuth User rather than using Digitise Apps credentials or Windows Active Directory Authentication, the Client will load a browser and present you with the Google login page instead of the login fields shown above. For more details about logging in using OAuth, see Log In Using Google OAuth Authentication.

  4. Tap or click on the Settings icon in the toolbar at the top of the window: Picture showing the Settings button in a Windows Desktop Client..

  5. The Settings screen will be displayed, showing the ABOUT category:

    Picture showing Windows Desktop Client Settings page.

    The ABOUT page provides useful information about the Client including the version of the Client software, the size and density of the device's screen, the device's IP address and the currently logged in user. It also displays the Device ID which is used to identify this device to the App Server and which can be used to restrict which Digitise apps can be run on this device.

    • If you are installing a version of the Windows Desktop Client which has been pre-configured, the developer can lock some settings when the Client is created. Settings which have been locked can be viewed but not edited. This applies to the configuration settings and Server Address settings described below.

  6. Choose SERVER from the menu on the left to specify your App Server address.

    Before you have configured any connection details, the SERVER screen will look like this:

    Picture showing Server settings in Windows Desktop Client.

    The Last Server item displays the Address of the last App Server the Client connected to. If you haven’t connected the Client to your App Server yet, this will display None, as in the picture above.

    Note that you can enter a list of App Server addresses to provide backup in the event that your first App Server isn’t available. After a successful connection to an App Server, subsequent attempts to connect to the Server within the same session will try the address displayed here first. A session ends when you close down the Client or modify the list of Server addresses.

    Below this the Servers option allows you to enter the Address of the App Server you want this Client to connect to in order to download your Digitise apps.

  7. By default, the standard Client will have no address supplied. On the other hand, if you are installing a pre-configured version of the Client, the actual Server Addresses may already be configured and may be locked meaning that you will not be able to change them.

    If you are configuring the Client in a development environment, we suggest you run test versions of the App Server and the Windows Desktop Client on your development PC for the convenience of testing during development. In this case, the address of the App Server will be the address of your development PC or you may be able to use ‘localhost’ or the standard local host IP address, 127.0.0.1.

    If you are configuring the Client on a user’s device, you will need to add the address of the machine running the App Server this device will connect to.

    To edit an existing address, select the row you want to edit - either click or tap within one of its values or hover your mouse over the row until the row is highlighted and then click within the highlighting to select the row. By default, the initial highlighting will be grey and this will turn to teal if the row is selected:

    Picture showing Server connection details list with highlighted row in Windows Desktop Client.

    To add a new address to the list, click or tap on Picture showing the button used to add App Server connection details under the Settings in a Windows Desktop Client. and then select the newly added row.

  8. Enter the DNS name or IP Address of the App Server machine in the Address field. Then click or tap outside the field to accept your changes.

    • If you will be using the enhanced certificate-based private key exchange encryption mechanism for data in transit between your App Server and Digitise Apps Client, and you enter a DNS name here, the DNS name you enter must match one of the hostnames specified in your SSL Certificate’s Common Name field and/or Alternative Names fields.

    Leave the Port at its default setting of 3431, unless you are sure that port is in use by another application. Note that if you do change it here, you also need to change it on the App Server, which you do using App Manager - the Port setting can be found within the Server category Properties.

  9. You can enter more than one server in this list if required, for example to provide access to a backup server, and when the Client attempts to connect to the App Server, if the first address in the list fails it will automatically try the next one down and so on. On subsequent connections within the same session, the last used successful address will automatically be used first. A session ends when you close down the Client or modify the server list.

    To add another address, click or tap the Add button, Picture showing button used to add App Server connection details under the Settings in a Windows Desktop Client., again.

  10. If you enter multiple Servers, they will be displayed on the Servers screen like this:

    Picture showing Servers list with multiple App Server connection details in Windows Desktop Client.

    To edit an entry in the list just click or tap in the field you want to edit, make your changes and then click or tap outside the field to accept the change.

    To change the order in which the Servers are listed, and hence tried, simply select a row and then click or tap and drag it to its new position in the list. You can click or tap anywhere within the teal highlighting to drag the row to its new position in the table.

    Alternatively, you can highlight the row you want to move and then use the Up, Picture showing Up button used to change position of App Server connection details in the Servers list within a Windows Desktop Client., and Down, Picture showing Down button used to change position of App Server connection details in the Servers list within a Windows Desktop Client., buttons to change its position in the list.

    You can delete an entry from the list by selecting the row and then clicking or tapping the Delete button, Picture showing Delete button used to remove App Server connection details from the Servers list within a Windows Desktop Client..

  11. When you have finished click or tap STARTUP or ADVANCED to view other configuration options:

  12. When you have finished editing the Settings, tap or click the Back button, Picture showing Back button used to exit Settings and return to Home page in Windows Desktop Client., to return to the Home screen.

  13. If this is the first time you have run the Windows Desktop Client and you have not yet created any Digitise apps, you can close down the Client. On the other hand, if you do have apps available, you can use the Refresh button, Picture showing the Refresh button used to check for new and updated apps from the Home page in Windows Desktop Client., to download them to the device. You may be required to login at this point. For more information see Run Windows Desktop Versions of the Client and Standalone Apps on Windows Devices.