Authentication

After starting CRM.pad, the user must enter the Aurea CRM web server (URL) s/he wants to connect to, the user name and the corresponding password.

Depending on the server type, the following access types are available:

• Anonymous Server Access: Authentication to the CRM application is handled with the Aurea CRM credentials (user name and password, authentication type username).
• Authenticated Server Access: Authentication to the CRM application with the Windows user name and password. Single Sign-on must be enabled for the CRM application (authentication type ssocredentials).

  If the user is already authenticated in the WLAN (e. g. VPN), no user name and password is needed (authentication type sso).

  Note: A user logs on to CRM.pad in offline mode. If s/he changes the credentials online (e. g. the Windows password on the server) while being in offline mode, the user must log on again to CRM.pad with the new credentials when s/he switches to online mode.
  Note: If a user does not enter a user name, depending on the configuration either Single Sign-on is applied or the login fails.
• Revolution Server Access: Authenticate with e-mail address and password (authentication type revolution).

  If login failed, you can check whether authentication was successful by entering one of the following URLs into Safari:

• Anonymous access:

  <myServer>/mobile.axd?Service=Authenticate&Username=<name>&Password=<password>&ClientVersion=<AppStoreVersionNumber> (AppStore version number: e.g. 2.x)

• Authenticated access:

  <myServer>/mobile.axd?Service=Authenticate&ClientVersion=<AppStoreVersionNumber> (AppStore version number: e.g. 2.x)

  If content looking similar to the following is displayed, authentication was successful:
  
  

  Note: Unfortunately, no check is available for revolution server access.