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Mobile Cards for iOS

Overview

SAP Mobile Cards for iPhone is a wallet style app that lets you mobilize enterprise data as micro apps anywhere and anytime. Customizable sample cards include sales orders, products, company news, SAP Inbox, common HR data from SAP SuccessFactors solutions, etc.

Note

SAP Mobile Cards is currently available only to iPhones running the latest two versions of iOS. note the following restriction for iOS 12: SAP Mobile Cards does not support iPhone 5 even if it runs on iOS 12.

Card type is determined by the template used to create a Fiori application. For additional information about card types, contact your system administrator.

Installing the Application

To use SAP Mobile Cards, you must install the application on your iPhone.

You can download the app directly from the Apple App Store. The application installs the SAP Mobile Cards app icon on your iPhone's home screen.

Launching the Application

Launch the application by tapping the SAP Mobile Cards application icon

Registering the Application

Register SAP Mobile Cards so that it can retrieve application settings from the server.

Context

If your system administrator has automatically configured SAP Mobile Cards, you won't see the registration screen. Instead, you'll see the logon screen. If that's the case, go directly to Logging on to the Application.

If your system administrator hasn't automatically configured SAP Mobile Cards, follow the steps below to register the app. You only need to register the app the first time you use it, or if you reset or reinstall it. Once you've registered the app, you'll be able to receive card information and updates on your iPhone.

Procedure

  1. From the Registration Required screen, enter the following information, provided to you by the system administrator:

    • The Server URL or Email

    • (If required) OAuth Client ID

    • (If required) OAuth Endpoint URL

  2. Tap Register.

Logging on to the Application

Log on to the SAP Mobile Cards application on your iPhone.

  1. From the logon screen, enter the following information, provided to you by the system administrator:

    • User ID or Email

    • Password

  2. If you've been redirected to the Authorize Client screen, select Authorize. If you select Cancel, you are redirected back to the Registration Required screen, and you see a message telling you that the registration was unsuccessful. For a successful registration, you must authorize the SAP Mobile Cards application to retrieve data from the server.

Setting a Passcode

Set a passcode to prevent unauthorized access to your SAP Mobile Cards application

When you set a passcode, anyone trying to access SAP Mobile Cards from your mobile device must enter the passcode. Using a passcode provides additional security to prevent unauthorized access.

Your app passcode is different from your password. A passcode is stored locally on your device and is never shared with the server or any other system. Your password authenticates you against the server so that the app can securely communicate with the server to send and receive data.

Note

Your system administrator decides if a passcode is required. If you do not see an option to set a passcode and want to set one, follow the steps in the Procedure section below.

The application uses the following default passcode settings:

  • Must be at least eight characters.
  • Must contain at least one uppercase and one lowercase letter.
  • Must contain a special character.
  • Must contain at least one digit.
  • Must contain at least two unique characters.

Note

Your system administrator can override these default settings.

To change, set or disable your passcode, do the following in the Mobile Cards app:

  1. Tap the More tab at the bottom-right of the screen.

  2. Tap Settings

In the Security section of the Settings screen, you'll see options to change your passcode and to turn your passcode on or off. note that these options can be disabled by your system administrator.

For information about disabling a passcode, see SAP Mobile Cards Settings.

Enabling Face ID

Enable Face ID to quickly unlock the SAP Mobile Cards application.

Prerequisites

You must have

  • An iPhone that supports Face ID

  • Enabled Face ID

  • Enabled the SAP Mobile Cards app setting Unlock App with Biometric ID

  • Set a passcode

Note

Your system administrator can choose to disable Face ID. When disabled, you don't see an option to enable Face ID from your iPhone, even if you've enabled the setting Unlock App with Biometric ID. Also, if you turn off your passcode, Face ID is automatically disabled for the SAP Mobile Cards app.

Note

When unlocking the SAP Mobile Cards app, if Face ID authentication fails, you have three options:

  • Try Face ID Again – Allows you to reattempt Face ID authentication.
  • Cancel – Brings you back to the unlock screen.

Enabling Touch ID

Enable Touch ID to quickly unlock the SAP Mobile Cards application.

You must have,

  • An iPhone 5S or later
  • Enabled Touch ID
  • Enabled the SAP Mobile Cards app setting Unlock App with Biometric ID
  • Set a passcode

Note

Your system administrator can choose to disable Touch ID. When disabled, you don't see an option to enable Touch ID from your iPhone, even if you've enabled the setting Unlock App with Biometric ID. Also, if you turn off your passcode, Touch ID is automatically disabled for the SAP Mobile Cards app.

  1. After setting a passcode, from the Touch ID screen, select Enable.

  2. When prompted, select OK.

Note

When unlocking the SAP Mobile Cards app, if Touch ID authentication fails, you have three options:

  • Try Again – Allows you to reattempt Touch ID authentication.
  • Enter Passcode – Allows you to enter the passcode to unlock the app.
  • Cancel – Brings you back to the unlock screen.

Customize Notifications

When you're within range of an address that corresponds to a card, or when a future date and time on a card is reached, notifications are sent to your iPhone.

  • Timestamp – a card contains a specific date and time. You automatically receive a notification on the specified date. Location services don't have to be enabled to receive timestamp notifications.
  • Location – a card contains an address. When location services are enabled, you receive a notification when you are within range of the address. When location services are disabled, you don't receive location-specific notifications.

When a card contains both an address and timestamp, and you are within range of the address on the date and at the time specified in the timestamp, you receive a notification for each.

Timestamp-Specific Notifications¶

Set a timestamp-specific notification for cards that contain future dates and times.

When a card contains a future date and time as part of its data, SAP Mobile Cards automatically creates a reminder notification that doesn't repeat. You can disable reminders at any time.

  1. In the lower-right corner of the card, select the menu icon.

  2. Select Notifications and do one of the following:

    • To disable Reminder, move the slider to the left. Do not complete Steps 4 and 5.

    • To enable Reminder, move the slider to the right, then complete Steps 4 and 5.

    • To edit a reminder notification, complete Steps 4 and 5.

  3. Select Start, and choose a date and time.

  4. Select Repeat, and choose one of the following:

    • Never

    • Every Day

    • Every Week

    • Every Month

    • Every Year

Location-Specific Notifications

Set a location-specific notification to be notified when you're within range of the specified address.

To set a location-specific notification, do the following:

  1. In the lower-right corner of the card, select the menu icon.

  2. Select Notifications → Location → Set current location.

    Note

    You can only set the location to your current one. If you select Open, you're redirected to iOS Maps where you can get directions to the address on the card (if there is one).

  3. To set the range (you'll receive a notification if you're within the specified distance from the set location), select the drop-down menu, then choose one of the following:

    • Near - 10 meters
    • Far - 2000 meters

iPhone Shake Gesture

Shake your mobile device to see time- or location-relevant cards, or both, in the SAP Mobile Cards card deck.

The shake-gesture feature detects a timestamp (date and time), an address (location), or both, on cards in a card deck. When location services are enabled, and you're within range of an address that corresponds to one found on a card in the deck, the relevant card is shown when you shake your mobile device. No location-specific cards are shown if location services are disabled.

If a card contains a timestamp that's within the same day you shake your mobile device, that is, by 11:59 PM, the relevant card is shown. For timestamps, location services do not need to be enabled for the relevant cards to be shown.

If a card contains both a corresponding address and a relevant timestamp and location services are disabled, the card appears based only on the timestamp. If there are no relevant cards when you shake your mobile device, no cards appear.

Adding an iOS Today View Widget for SAP Mobile Cards

Add an SAP Mobile Cards widget to your iPhone's Today View.

  1. Swipe right over the Home Screen or Lock Screen, or press the Home Screen button.

  2. Scroll to the bottom, then tap Edit.

  3. From the Add Widgets list, under More Widgets, tap the add icon for Mobile Cards.

  4. Tap Done.

Note

To remove the widget, tap the remove icon, then tap Remove.

Once added, the SAP Mobile Cards widget contains the following two sections:

  • What's New – This content is controlled by your system administrator.

  • Recent Cards – Shows you the 4 most recent cards you've viewed in the SAP Mobile Cards app.

When you deregister the SAP Mobile Cards app, the associated widget prompts you to sign in to SAP Mobile Cards. You can tap on the widget to sign in to the SAP Mobile Cards app.

Searching for Cards

Search for cards in the SAP Mobile Cards card deck.

  1. In the search field above the card deck, enter your search terms.

  2. Tap Search.

    Note

    If multiple cards contain the same search terms, the search returns all cards that match, regardless of the card group. For example, if you search for customer, every card containing that term is included in the search result.

Use iOS Spotlight Search to find cards without launching the SAP Mobile Cards app.

When this feature is enabled by the system administrator, you can enter search terms in the Spotlight search field, and the search returns all cards that match. For example, if you search for customer, every card containing that term is included in the search result.

When you tap a card that's part of the returned search results, the SAP Mobile Cards app is launched and the full card is displayed.

Note

When using Spotlight Search, SAP Mobile Cards data is shared with the iOS operating system to allow it to search for content. If you prefer that data not be shared with iOS, contact your system administrator to disable the feature, or use the search field in the SAP Mobile Cards app. When spotlight search is disabled, any data shared previously with iOS is deleted from the iOS database.

Subscribing or Unsubscribing to Cards

You can manage what information is stored in the card deck on your iPhone via card subscriptions.

Depending on the card type, you are either automatically subscribed or unsubscribed. For more information about card types, please contact your system administrator.

  1. Tap the More tab at the bottom-right of the screen. On the More screen, tap the Subscriptions option.

  2. From the Subscriptions screen, choose one of the following:

    • All – list of all available card subscriptions. Card subscriptions can each contain one or more cards.
    • Subscribed – list of existing card subscriptions.
  3. Choose an available card subscription, then select one of the following:

    • Subscribe – Activates a subscription. If additional parameters are required while subscribing, you will have to provide the value. If no cards are added to the card deck after you've subscribed, it could be a permissions-related issue. For more information, please contact your system administrator.

    • Unsubscribe – Depending on the card type, all applicable cards are removed from the deck, or the subscription is canceled and the cards remain in the deck. For cards with canceled subscriptions that remain in the deck, go to the back of each card and choose Delete.

    Note

    Once a subscription is active, the back of each card in the deck displays the name of the card subscription it belongs to.

Viewing Cards in a Card Group

View cards that are grouped by card type in the SAP Mobile Cards card deck.

Within the deck, paperclips separate individual card groups. When there are two or more cards in a group, an icon with a number value lets you know how many cards are in a particular group. For groups with ten or more cards, the icon displays 9+. When there are two or more cards in a group, only two cards appear in the deck, which makes it easier to tell each group apart.

  1. Tap the card group you want to view.

  2. If there is more than one card, swipe left to view all cards in the group.

    Note

    Swipe right to make your way back to the first card in the group.

  3. Once you're done, tap the card group to close it.

Rearranging Card Groups

Move a card group to the front or the back of the SAP Mobile Cards card deck.

Do one of the following:

  • To move a card group to the front of the deck, touch the card group you want to move and swipe down.

  • To move a card group to the back of the deck, touch the card group you want to move and swipe up.

Note

When there are only two cards, whether in the same group or different groups, you can move either card to the front or back.

SAP Mobile Cards Settings

To access the Settings screen in the Mobile Cards app, tap the More tab at the bottom-right of the screen. On the More screen, tap the Settings option.

From the iOS Settings app, you can access SAP Mobile Cards settings.

  • Disconnect from Server – resets the SAP Mobile Cards app to its default settings. All registration and card data is deleted. This setting is disabled by default.

  • Turn Passcode On or Turn Passcode Of

  • Change Passcode

  • Notification on Update: turn this on to receive a notification when a card is changed.

Viewing the Activity Log

You can view the activity log to see both performed and pending actions.

  1. Tap the More tab in the bottom-right of the screen. On the More screen, tap the Logs option.

  2. From the Activity Logs screen, choose one of the following:

    • All – list of all performed actions. An action is performed either successfully or unsuccessfully and logged accordingly. Deleted cards are also logged.

      Note

      You cannot clear the log history.

    • Pending Actions – list of actions waiting to be performed. When you perform developer specified actions such as Approve and Reject for cards in the deck while offline, a log entry is created under Pending Actions. Once a server connection is established, the pending action is performed, and a log entry is created under All. When you tap on a pending-action log entry, you're redirected to the card it's associated with. For more information about performing actions, see Performing Actions from the Card Deck.

Note

When the activity log icon is blue, there are new pending log entries.

Sharing Cards Using iMessage

Share cards with registered SAP Mobile Cards users via iMessage.

  1. From iMessage, select the SAP Mobile Cards app.

  2. Select a card to share.

  3. Tap the upload icon located in the bottom-right corner of the card. You can choose to add a comment to accompany the card.

  4. Tap the send icon to add the card to the conversation.

Note

For card groups, tap the group, then select a card. When the recipient taps on the received card from the conversation window, the SAP Mobile Cards application is launched, and the card is added to the recipient's card deck. If the recipient taps the card from the conversation window while offline, the app launches, but the card isn't added to the recipient's card deck. Non-registered SAP Mobile Cards users who receive a card aren't able to do anything with it beyond seeing it in the conversation window.

Performing Actions From the Card Deck

From the SAP Mobile Cards card deck, quickly perform developer specified actions, call, text, or email a customer, locate an address, share cards, search for related cards, or edit published card content.

These actions are performed either directly within the SAP Mobile Cards app, or, in some cases, via the iOS Notification Center. If relevant information is missing from the card, for example, a phone number, the corresponding option does not appear.

Note

Overview cards support only the following action options: Open (Details), and Cancel. Card type is determined by the template used to create a Fiori application. For additional Information about card types, contact your system administrator.

  1. Tap the upload icon located in the bottom-right corner of the screen below the card.

  2. Perform one of the following actions (if available):

    • Developer Specified Actions – Card-specific actions provided by developer. For example, Accept or Reject for new cards added to the card deck. When performing this type of action, a pop-up dialog may appear prompting you to enter information, for example, a reason for rejecting a card.

    Note

    When either the Accept or Reject action is performed successfully, if you tap the icon, the selected action is grayed out until the next successful application sync, at which time the card may be removed if deleted, or the options reset if accepted. Every time a developer specified action is performed, it's logged in the activity log. For more information, see Viewing the Activity Log.

    • Share – Share a card via email with an SAP Mobile Cards user. The email contains a prepopulated link that recipients tap to download the card to their respective devices. If a recipient sees the message Not authorized to download the card, that person should contact their system administrator.

    • Call – Call a phone number listed on a card.

    • SMS – Send a text message to a phone number listed on a card.

    • Email – Send an email to an email address listed on a card.

    • Open Maps – Get directions to an address listed on a card.

    • Open (Details) – Edit card content. Opens Fiori launchpad in a Safari browser. See Editing a Card for more information.

    • Search Related Cards – Find cards that share similar information, for example, the same customer name or ID. Unlike using the search field, a related card search only returns exact matches, not partial ones. Your system administrator defines which cards are related, and cards can share more than one identifier. For more information, please contact your system administrator.

    Note

    By pressing down on a card for a few seconds, you can trigger the related card search.

    • Cancel – closes action options.

Performing Card-Specific Actions From Notifications on Your Mobile Device

When a new card is added, a push notification is sent to your iPhone. Once you've received a notification, you can perform actions specified by your system administrator, for example, Accept or Reject a new card.

Note

The card developers controls which cards are actionable.

From the iOS Notification Center:

  1. From your iPhone's home screen, swipe down to access the Notification Center.

  2. Select a notification.

  3. Perform an action.

Note

For some actions, you may be prompted to enter information, for example, a reason for rejecting a card after performing the Reject action.

From a locked screen or notification banner:

  1. Select a notification.

  2. Perform an action.

Performing Actions Using 3D Touch

By long pressing on the SAP Mobile Cards app from your iPhone's home screen, you can manage card subscriptions, search for cards, and share cards with other registered users without having to first launch the app.

  1. From your iPhone's home screen, press on the Mobile Cards icon for 1-2 seconds.

  2. From the list that appears, perform one of the following actions:

    • New Card – Opens the Subscriptions page. For more information, see Subscribing or Unsubscribing to Cards.

    • Search Relevant – Returns time or location relevant cards, same as the iPhone shake gesture. For more information, see iPhone Shake Gesture.

    • Search – Launches the SAP Mobile Cards in-app search. For more information, see Searching for Cards.

    • Share Mobile Cards – Allows you to share the app with anyone via the iOS Sharing Menu.


Last update: October 12, 2020