Enabling the mobile app

Introduction

This document applies if you have only the Windows SSO type login provider enabled. For all other clients, the mobile app will be automatically enabled once you upgrade to ThoughtFarmer version 10 or later.

Pre-requisites

• Admin access to your ThoughtFarmer site (for cloud and self-hosted clients).
• Admin access to the EDC server (for cloud clients).
• EDCManager file for version 10 or later. Make sure the EDC version matches your site's version (for cloud clients).

Changes required for self-hosted clients

1. Go to the ThoughtFarmer Admin panel: Users & security section > Login provider page.
2. Add a new internal login provider of type ThoughtFarmer Form.
3. On the Add login provider page, under Settings:
   1. In the Hostname field, enter your site URL.
   2. Under Platform, select the radio button for Native app.
   3. Under Active Directory user store configuration, select your AD store from the dropdown menu.
   4. Click Save.
      
      
4. You should now be able to log in using the mobile app.

Changes required for cloud clients

Changes to the ThoughtFarmer site

1. Go to the ThoughtFarmer Admin panel: Users & security section > Login provider page.
2. Add a new external login provider of type ThoughtFarmer Form.
3. On the Add login provider page, under Settings:
   
   1. In the Hostname field, enter your site URL.
   2. In the Login Hostname field, enter your login site URL. This is the same value from your Windows SSO type login provider.
   3. Under Platform, select the radio button for Native app.
   4. Under Active Directory user store configuration, select your AD store from the dropdown menu.
   5. Click Save.
      
      
      
      
4. Back on the Login provider main page, click on the External provider you just created. Copy or note down the SAML Configuration ID under the Form Configuration heading.

Changes to the EDC configuration

1. Download the EDCManager file to the EDC server. Make sure the EDC version matches your site's version.
2. Run the EDCManager executable as an Administrator on the web server. Values in the EDCManager installer will be pre-populated from the registry key below:
   

   Computer\HKEY_LOCAL_MACHINE\SOFTWARE\ThoughtFarmerAuth

3. Click on the ThoughtFarmer Windows service and click Upgrade selected instance to 10.0.0.X.
4. Check off Employee Directory Connector and Single-Sign On Site. Click Next.
5. The next screen shows your IIS site settings and folder paths. Click Next. You will get a pop-up warning saying there is a conflict and a folder already exists in that location. This is fine, click OK.
6. The next screen shows the folder path of your 'ThoughtFarmer EDC Service'. The correct values should be pre-populated. Click Next.
7. Web server settings: This provides the information the EDC service uses to connect to the main application. The correct values should be pre-populated.
8. In the Active Directory ID field, paste the SAML Configuration ID you noted earlier. The rest of the values here will remain unchanged.
9. Click Next and wait for the upgrade to complete successfully.

Post upgrade checks

1. Download the ThoughtFarmer app to your phone and try accessing your site.
2. Go to the ThoughtFarmer Admin panel: Users & security section > Employee Directory Connector page. Click on your AD user store. Under the Sychronization settings tab, run an on-demand AD synchronization. Ensure that it completes successfully.
3. If you experience problems, please email the ThoughtFarmer Helpdesk.