The App Manager UI

After the initial installation, users use the App Manager to create and manage the institution's app (or all of the institution's apps, if you have multiple apps).

Ex Libris provides you with the URL (App Manager URL) and your initial administrator login credentials for the App Manager. The App Manager can be accessed using any modern browser.

Logging In and Out of the App Manager UI

Navigate to the App Manager URL. The App Manager Login page appears.

Enter your login credentials and select the arrow or press Enter on your keyboard. After a successful login, the App Manager Home Page appears. If you forget your password and there are no other administrators to change it for you, contact Ex Libris customer support for assistance.

Most of the common elements and procedures of the UI are explained below.

The Homescreen contains several configuration modules presented as icons (App Builder, App Settings, and so forth), as well as a user menu (which appears when you select your username in the top right corner) and an app environment menu (which appears when you select the app name in the top right corner).

This document presents the navigation steps to open an App Manager page as a highlighted path. For example, to open the Profile Config pane within the App Builder, this document directs you to navigate to App Builder > Profile Config. This often (but not always) corresponds to the breadcrumbs trail that appears at the top of the page.

Changing Your Password

Select Change Password in the user menu. The Password Change page appears.

Enter your old password and new password, verify your new password, and select Change my password. Your password is changed.

Institutional SSO Login for App Manager

IDP is used to authenticate the user and then the user is authorized within the App Manager. Therefore, user access and their permissions are still managed within the Users/Permissions area of the App Manager.

Once configured, to add a user to the App Manager, navigate to Users/Permissions > Users and create a new user with an Auth Type of External and with the email address as used by the IDP for authentication. You can then configure their access control.

When a new user logs in to the App Manager, they must use the login with institutional email option. This redirects them to the IDP for authentication, and if their email address matches an authorized user, they can access the App Manager.

Logging Out of the App Manager

To log out of the App Manager, select Log out in the user menu. You are logged out and the Login Page reappears.

If you do not perform any activity for twenty minutes, you are automatically logged out of the App Manager.

Switching App Environments

The App Manager enables you to work only on one app at a time. The app you are working on depends on your app environment.

To switch app environments, select a new one from the app environment menu. To locate a specific app environment in the menu, you can enter part of the app name in the search box at the top of the menu. Your current app environment does not appear in the list.

You cannot switch app environments when a specific record is selected in the App Manager. You must exit the record to switch app environments.

Working with Lists

Some screens contain lists of records.

• A count of the total number of records appears at the bottom of the list.
• Search: For some lists, you can enter part of a record name in the search box at the top of the list and select Search to filter the list.
  When noted, you can also filter the list by selecting a record type on the right side of the list.
• View/Edit: Select a record in the list to view and/or edit it.
• Add: When available, you can add a new record by selecting Add xxx. In some cases, only certain basic fields are available when adding a record. In these cases, after editing the record, you may want to edit the record to configure any additional fields.
• Save: When adding or editing a record, an asterisk * before a field indicates a mandatory field. Several types of save buttons may be available. Select any one of the buttons to save your changes (note that you cannot enter Ctrl + S to save). After saving your changes, the next page that appears depends on the button that you selected:
  • Save – Display the list of records.
  • Save and add another – Display the add record page.
  • Save and continue editing – Display the edit page for the record.
  After saving changes, if the changes affect the app in a visible way, the end-user sees the changes if they log out and in to the app or switch profiles. You can force these changes to appear immediately to the end-user by publishing the app. See Publishing Apps.
  To exit a record without saving your changes, simply navigate to any other page in the App Manager.
• Delete: To delete a single record, select Delete from within the record, and select Yes, I'm sure in the confirmation dialog box. To NOT confirm a deletion, select anywhere in the breadcrumbs trail to navigate away from the page.
  To delete multiple records, select the records in the list of records, select Delete selected xxx from the Action menu, and select Yes, I'm sure in the confirmation dialog box. Note that this is not possible for some lists of records, for example, profiles.
• View History: Select History within a record to view the change history for that record. The change history includes a timestamp for each change, the ID of the user that made the change, and the action that occurred. It is not possible to roll back changes. The change history is for auditing purposes.

Working with the App Builder

The App Builder module (App Builder) is used to configure the look and feel of services, as well as to enable or disable services by profile/app role and to reposition the services in the app. See Configuring Services.

The App Builder presents a unique user interface.

• The Device Display Pane presents a simulation of how the app would appear for a specific device. orientation, profile, and list of app roles. Select the refresh buttonon the lower right corner of this pane to refresh the view. You can drag and drop services in this pane to change the location in the app for the end-user.
• Use the Device Selection Menu and orientation toggle button to view the app as it would appear on various devices and orientations. For more information, see Viewing Service Positions by Device Type and Orientation. The height and width (in pixels) of the current display size appear beside the orientation toggle button.
• Use the Profile and Role Selection Menus to view the app as it would appear to end-users who have enabled various profiles and/or app roles.
• Use the Configuration Tabs to configure the look and feel of specific services, as well as the app roles that can view each service. In addition, you can configure the default look and feel for all services for each profile, as well as the default look and feel for all profiles (for the entire app). Any service property not defined for a specific service inherits the property value from the profile default. Any service property not defined for a service, or a profile inherits its value from the app default.
• When working on a specific service, an additional configuration tab for that service appears in the Configuration Tabs. The service is highlighted in the Device Display Pane and all other services are blurred.
• After making any changes in the App Builder, select Save & Publish at the bottom of the Configuration Tabs, and again in the confirmation dialog box, to publish your changes. These changes are immediately available to end-users, even if the end-users are already logged into the app. To discard all changes, navigate to some other area of the App Manager. Select Leave in the confirmation dialog box to confirm losing your changes.

Working with Static Content and the Content Menu

The Content Menu (App Settings > Content > Content) presents a menu of your static content services (also known as pocket guides) and other static app contents.

There are two types of nodes in these menus:

• Menu nodes – Contain sub-nodes that are either other menu nodes or section nodes.
• Section nodes – Either contain contents or act as redirects to other services.

The menu is divided into three areas:

• Menu Options – Static content services that appear in the main area of the app. These nodes are created, deleted, and customized in the App Builder. You cannot add or delete static content services from this menu. See Creating Services and Deleting Services.
  Top-level nodes in the Menu Options area are menu nodes. If there are no sub-nodes, the static content service behaves exactly like a basic service: if a redirect is configured for the service, tapping the static content service tile opens the target link. The same thing happens if there is a single sub-node that is a redirect.
  Otherwise, if there is a single sub-node with static content, the app displays the content. If there is more than one sub-node, the app displays a menu with the sub-nodes as menu options. When the end-user selects a menu option, the app opens the sub-node (either another menu, the content of the node, or the end-user is redirected).
• About – Static content that appears when the end-user selects About(or the device-specific equivalent option) in the app. These nodes are used when configuring a profile.
  Top-level nodes in the About area are either menu nodes or section nodes. The About menu option functions as a menu node (that cannot be deleted).
• Intro to App – Static content used in other areas of the app, such as a splash screen. These nodes are used when configuring a profile.
  Top-level nodes in the Intro to App Section area are iPad Intro,iPhone Intro, and Android Intro. These nodes cannot be deleted.

After making changes, the end-user sees the changes if he or she logs out and in of the app or switches profiles. You can force these changes to appear immediately to end-users by publishing the app. See Publishing Apps.

1. Select a menu node and select Create Node. A pane to create a new node appears.

   

2. In Menu description, enter a name for the new node.
3. In Type, select Menu or Section. If you select Menu, select Save to save the node and finish the process.
4. In Section Type, select page to add static contents or redirect to create a redirect. Additional fields display depending on your selection.
5. If you are creating a redirect, enter the redirect URL in URL and select Save to save the node and finish the process. See Working with App URLs.
   Otherwise, enter the static content in the Content field. This field is a simple WYSIWYG HTML editor, enabling you to easily add bold, italics, links, four levels of headings, images, bulleted and numbered lists, and block quotes. Select the second-to-last (second from the right) icon to view/edit the HTML source. The source editor has several features, including automatically adding closing tags when you enter open tags and marking errors in the HTML code with red Xs on the left of the line numbers. Select the right-most icon to edit in full screen.

   

6. In CSS stylesheet, select Browse to attach a local CSS style sheet that you have previously uploaded to the Asset Manager; see Uploading Files. The local CSS style sheet overrides any settings in the global CSS style sheet (see Configuring the Global CSS Style Sheet), which Library Mobile also applies to your contents.
7. When you are done, select Save.

You can drag and drop section nodes in the content menu.

Select the node in the menu, make any changes, and select Save.

You can hide content without deleting it by selecting Hidden > Yes when editing the content.

To delete the content, select the node in the menu, select Delete Selected Node, and confirm in the confirmation dialog screen. The selected node and all its children are deleted. Note that there is no way to undo this.

Nested Smart Tiles

With a Nested Smart Tile, users can add multiple buttons within a single tile. This feature allows for a nested menu option appearance, presented in a carousel format.

Nested Smart Tile

By grouping items together, users can minimize the real estate occupied on the homescreen, providing a clutter-free user interface.

1. Add a new menu option to the home screen in app Builder in the usual way and select Smart Tile from the tile type.
2. Select Nested Smart Tile from the smart tile type and provide a name. This will be the Title shown on the nested smart tile when deployed.
   
3. Configure the menu option through the config panels, adding an Action URL (the action undertaken on selection), the Label and the image to associate with the nested tile.
   
4. You can add a number of these nested items by selecting the Add Item button. After 4 items, the tile will turn into a carousel, allowing end users to browse the content by selecting the left and right arrows on the tile.
5. Save and publish.

Options in the UI

See the following sections for information about the top options.

App Builder

See Working with the App Builder.

App Settings

The options on this page are:

• App Settings
  • General Settings – See Configuring App Name and Icons.
  • Email Templates – See Configuring App Emails.
  • Web App Icons – See Configuring App Name and Icons.
  • Biometric Identification – See Configuring Biometric Identification.
• iOS Splash Pages
  • iPhone Splash Pages – See Configuring App Information Screens.
  • iPad Splash Pages – See Configuring App Information Screens.
• User Management
  • User Roles — See Enabling/Disabling App Roles for End-Users.
  • Registered Users — See Managing Users.
• News/Events/Comms
  • Home Page Banners – See Configuring Default Banner Service Images.
• Maps/Locations
  • Campus Maps – See Adding Maps.
  • Location Categories – See Adding Map Location Categories.
  • Positions – See Adding Map Locations.
  • Position Actions – See Adding Actions at Map Locations.
• Publishing
  • Publish Content – See Publishing the App.
• Feedback
  • Problem Page Categories – See Configuring Problem Feedback Categories.
  • Problem App Categories – See Configuring Problem Feedback Categories.
  • Contact Email Addresses – See Configuring Email Addresses to Receive Feedback.
  • Feedback – See Viewing Feedback.
  • Problems – See Viewing Feedback.
  • Ideas – See Viewing Feedback.
• Sharing
  • Twitter Settings – See Configuring Twitter Sharing.
  • Email Settings – See Configuring Email Sharing.

Analytics

See Analytics.

Notification Center

The options on this page are:

• Notification Actions
  • Send Individual Notification – See Sending Notifications to End-Users.
  • Send Group Notification – See Sending Notifications to End-Users.
  • Manage Notification Groups – See Configuring Notification Groups.
  • other actions on this page – See Viewing Sent Notifications and Resending Notifications.

User/Permissions

• Users/Permissions
  • Users – See Managing Users.
  • Groups – See Managing User Groups.

Asset Manager

See Uploading Files.

Insight Analytics

See Monitoring App Usage.

Creative Studio

See Managing Creative Studio.

Product Integrations

See Product Integrations.

Help and Support Menu

Click the question mark icon at the top right of any page in the App Manager to display the Help and Support Menu. The following options are available:

• Help for this page – display online help documentation for the page you are viewing. (Only available for select pages).
• Browse Online Help – display App Manager documentation
• Raise a Ticket – open a Salesforce Support Ticket
• Release Schedule – display the monthly release schedule
• The current release notes