How to install and configure the Vertec Phone App
Product line
Standard
|Expert
Operating mode
CLOUD ABO
|ON-PREMISES
Modules
Services & CRM
Budget & Phases
Purchases
Resource Planning
Business Intelligence
Details of how to operate the Vertec Phone App are described in Vertec Phone App: operation and use.
The Vertec Phone App is available for iPhone and Android. Download it via the App Store or Google Play . You can also find the relevant links in the article App Portal for cloud clients.
In Vertec Cloud Suite, Phone App access is already set up. If its use is permitted in your company, you can simply start it after downloading the app.
For on-premises customers, Phone App access must be set up in one of the ways described after End of Webaccess .
Note: It is generally possible for anyone to log into your Vertec via the internet if the URL and user name are known. Therefore, it is extremely important that you use strong passwords. We strongly recommend combining them with 2-factor authentication.
Click on the Vertec icon to start the application.
The language of the Vertec Phone App is based on the language set for the user in Vertec
If your company has activated mobile device support, the login appears immediately the first time you start it up.
If not, the settings appear the first time you start the Phone App. Here, you can enter the server address manually or by scanning the Phone App QR code in the Vertec App Portal :
Next, the login dialog appears:
If 2-factor authentication is activated in your Vertec, it also works with the Phone App.
In this case, a second dialog appears after the login dialog, where you have to enter the confirmation code:
If, when entering the 6-digit code, the error message Ungültiger Bestätigungscode
appears, even though the code has been entered correctly, this may be due to a different server time than the mobile device. It may help to set the date and time to “automatic” in your mobile device’s settings.
Note: You must set up authentication for the first time in the Vertec Cloud App or the Vertec Web App. Log into one of these apps to configure 2-factor authentication. Otherwise, the following message appears when logging into the Phone App:
The Phone App supports the Vertec remember me option. A token is created when logging in. The token lifetime is 7 days by default, and automatically updates each time you log in.
If the Phone App loses the connection, the same token is updated during a reconnect within the token lifetime.
An active logout from the Phone App removes the token. The next time the Phone App is started, the login dialog appears again.
If the Phone App loses connection (e.g. in a tunnel), a relevant message is shown:
However, you can continue to work normally as long as the session is alive. The duration of the session (Phone App session timeout ) is 60 minutes by default.
The Phone App supports centralized mobile device management. Therefore, the server path (ServerUrl) can be defined via AppConfig, so that the individual user no longer has to enter it manually.
Implementation is as follows:
This has the following impact:
Example of iOS implementation:
<?xml version=”1.0” encoding=”UTF-8”?> <!DOCTYPE plist PUBLIC “-//Apple//DTD PLIST 1.0//EN” “http://www.apple.com/DTDs/PropertyList-1.0.dtd"> <plist version=”1.0”> <dict> <key>ServerUrl</key> <string>demo.vertec-cloud.com</string> </dict> </plist>