Smartfolio is a robust and a secure app that helps your organization manage and share the corporate content with ease. It provides a tailored content publishing and compliance experience for the common Line of Business use cases.

Currenly, Smartfolio is supported only on iOS devices.

Features

  • Remotely manage, organize, and deliver critical files to the end users.
  • Provide end users offline access to the documents.
  • Prioritize the documents based on the relevance.
  • Manage security on a per document level to meet the document-oriented regulatory requirements.
  • Configure the documents for auto or manual download and collect read receipts as part of the organizational compliance policies.
  • Use default SDK settings when configured as part of the Workspace ONE UEM app suite.

Note: Workspace ONE Smartfolio app collects the data such as crash reports, log data, and other information required for various analytic purposes. This data helps VMware to improve the product functionality. For information about how VMware handles the collected data, see https://www.vmware.com/help/privacy.html.

Smartfolio and Content Comparison Matrix

The features supported by Smartfolio in comparison with the features supported by Workspace ONE Content are listed in the matrix. Use the matrix to help determine which application better suits your use case.

Feature Workspace ONE Content Workspace ONE Smartfolio
App Platform Support Supports iOS and Android Supports only iOS
Repository support Supports all repository types (OneDrive, SharePoint, NFS) Supports only UEM Managed Content repository
File Management Allows creating, viewing, and editing documents Allows only viewing of documentsSupports annotations only on PDF
App Size Install size of approximately 200 MB Lighter app with an install size less than 100 MB
Purpose of the app Enhances the content aggregations and employee productivity workflows Enhances the admin's content publishing experience
User Experience Simple and easy to understand UI with more advanced functionalities. Allow users to create, view, edit, and perform many more actions on the documents. Simple and easy to understand UI with basic functionality. Limits users to only view and annotate (PDF only) the documents.

Workspace ONE Smartfolio Deployment

Easily deploy Smartfolio as a managed application using the Workspace UEM Mobile Application Management functionality. Deploying the Smartfolio application to the end-user devices requires completing few steps on the Workspace ONE UEM console. After the deployment, end users can download the app on their enrolled devices.

The end users' devices that are enrolled through Workspace ONE Intelligent Hub are MDM Managed by default. These devices can also be enrolled without the MDM management by enabling the unmanaged mode for a smart group. Smartfolio app can be accessed on devices that are enrolled either in the managed mode or the unmanaged mode.

For more detailed information about deploying public applications, see the Workspace ONE UEM Mobile Application Management documentation.

For information about enabling the unmanaged mode for the devices, see the Enable Unmanaged Enrollment for iOS Devices in the Workspace ONE Hub Services documentation.

Add Smartfolio to Workspace ONE UEM console

To apply an SDK profile to the Smartfolio app, you must first add it as a public application to the Workspace ONE UEM console. The applied SDK profile gives additional features to the app.

  1. Navigate to Resources > Apps > Native > List View.
  2. Select Public and then select Add Application.
  3. Configure the text boxes that display and select Next.

    Setting Description
    Managed By Select the organization group where the app is uploaded.
    Platform Select the appropriate platform. Currently only iOS devices are supported.
    Source Search for the application in the App Store either by using the app name or the URL.
    Name Enter Workspace ONE Smarfolio.
  4. Locate and select Smartfolio app from the Search results page.

  5. Review the information that automatically populates in the Details tab.
  6. Assign Terms of Usewhich displays when the users first access the application from the App Catalog.
  7. Select the SDK tab and then assign an SDK profile to the Smartfolio application.
  8. Select Save & Assign.

Add Assignment to Smartfolio

To deploy the Smartfolio app to your end users, you can add single assignment groups or multiple assignment groups.

You must upload the Smartfolio as a public application to the Workspace ONE UEM console.

  1. Navigate to Resources > Apps > Native > List View.
  2. Select the Assign link under the Install Status column for the Smartfolio application. Alternatively, you can also select the edit icon and then select Save & Assign.
  3. On the Assignment page, select Add Assignment and complete the options.

    a. In the Distribution tab, enter the following information.

    Setting Description
    Name Enter the assignment name.
    Description Enter the description for the assignment.
    Assignment Groups Enter the smart group name to which you want to assign the application. As you enter the smart group name, options are displayed and you can select the appropriate smart group from the list.If necessary, you can add more assignment groups.
    App Delivery Method On Demand – Deploys content to a catalog or other deployment agent. The device user can decide if and when to install the content.
    This option is the best choice for content that is not critical to the organization. Allowing users to download the content when they want helps conserve bandwidth and limits unnecessary traffic.

    Automatic – Deploys content to a catalog or other deployment Hub on a device upon enrollment. After the device enrolls, the system prompts users to install the content on their devices.
    This option is the best choice for content that is critical to your organization and its mobile users.

    b. In the Restrictions tab, enter the following information.

    Settings Description
    Remove on Unenroll Set the application to be removed from a device when the device unenrolls from Workspace ONE UEM. Workspace ONE UEM enables this setting by default.
    If you enable this setting, supervised devices are restricted from silent app installation. This is because the device is locked and the provisioning profile installation is in the command queue which requires a device to be unlocked to complete the installation.

    If you disable this setting, provisioning profiles are not pushed with the installed application. That is, if the provisioning profile is updated, the new provisioning profile is not automatically deployed to devices. In such cases, a new version of the application with the new provisioning profile is required.
    Prevent Application Backup Disallow backing up the application data to iCloud. However, the application can still back up to iCloud.
    Make App MDM Managed if User Installed Assume management of applications previously installed by users on their devices, whether applications are supervised or unsupervised.Enable this feature so that users do not have to delete the application version installed on the device. Workspace ONE UEM manages the application without having to install the AirWatch Catalog version on the device.

    c. In the Tunnel & Other Attributes tab, enter the following information.

    Settings Description
    Per App VPN Profile Select a VPN profile that you want to use for the application. Users access the application using a VPN, which helps ensure that application access and use is trusted and secure.
    Other Attributes App attributes provide device-specific details for applications to use. For example, when you want to set a list of domains that are associated to a distinct organization.

    d. In the Application Configuration tab, enter the following information.

    Settings Description
    UPLOAD XML You can upload an XML file that contains the key value pairs supported by the application for the app configuration.
  4. Select Create.

  5. Select Add Assignment to add more assignments for your publication.
  6. Configure the flexible deployment settings by setting the priority for your app assignments.

    Settings Description
    Priority Select the value from the drop-down menu to set the precedence for the assignments.Devices receive applications from the assignment groups based on the priority set for the assignment groups. Adjusting the priority for a single assignment automatically reprioritizes other assignments.
    Copy From the more options menu, select copy to duplicate the selected assignment.
    Delete From the more options menu, select delete to remove the selected assignment.

For more detailed information about adding assignments, see Add Assignments and Exclusions to Applications in the Workspace ONE UEM Mobile Application Management documentation.

Content Assignment to Smartfolio

The UEM Managed repository is the location where you can store the files that you want to assign to the Smartfolio app on your end users' devices.

To store the files, you must first configure the category structure for the UEM Managed content on the Workspace ONE UEM console. Based on the configured structure, the files appear in an organized manner within the Smartfolio app.

Note: A single category can have subcategories or files assigned. A category with subcategories cannot be assigned to the published content.

You can also prioritize the files based on the importance of the content and these files appear in the Smartfolio app as per the order of relevance.

For information about configuring the UEM Managed category structure and adding content, see Configure the UEM Managed Content Category Structure and Upload Content to the UEM Managed Repository.

Acknowledgment in Smartfolio

Smartfolio users can now acknowledge the documents that you assign to them as required content. On the Workspace ONE UEM console, you can view these acknowledgments in the Content List View and the Device Details pages.

On selecting View under the Installed Status column of the Content List View page, a pop-up box appears to show the exact number of users who have viewed and acknowledged the content.

The following list describes the supported document acknowledgment features:

  • When the user opens a document, the Acknowledged button appears disabled and is enabled after a default delay of five seconds. The default value can be changed to be in the range of 0-600 seconds by applying the value AcknowledgementTimeInterval as a custom SDK Setting on the UEM console.
  • The user is not prompted to acknowledge a document which has been already acknowledged.
  • User is prompted to acknowledge a new version of the already acknowledged document if you mark the new version as Required.

  • The Device Details page shows the acknowledged status and the date on which the document was acknowledged.

  • Content Details by Device report contains the acknowledged status on a per device basis.

Staged Content Support for Smartfolio

The content that is staged on the multi-user devices is cleared when the end user checks out the device. In such scenarios, on the next login, the user has to redownload the content. To make any managed content available on the end user's device, you must enable the staging mode for the content. On enabling the staging mode, the staged content is retained on the end user's device even after the end user checks in or checks out the device.

The content is available to a new user who checks out the device only if the user is assigned the content. If the content is not assigned to the new user, then the content is cleared.

To enable the staging mode for the content, add the following configuration key on the Workspace ONE UEM console.

Configuration Key Value Type Supported Types Description
{ "RetainContentBetweenCheckoutSessions": true } Boolean True = Enabled
False (default) = Disabled
When set to true, the downloaded content is retained and not cleared during the device check-in and checkout sessions.
When set to false, the downloaded content is cleared and not retained during the device check-in and checkout sessions.

Enable Staged Content Support Using Default SDK Profile

Add the configuration key in the default SDK profile to enable the staged mode for the managed content downloaded on the Smartfolio app.

  1. Navigate to Groups & Settings > All Settings > Apps > Settings & Policies > Settings.
  2. Select Enable Custom Settings and enter the configuration keys as per your requirement.

    {
     "CustomAppSettings": {
     "com_vmware_folio": {
     "SharedDeviceSettings": {
     "RetainContentBetweenCheckoutSessions": true
     },
     }
     }
    }
    
  3. Select Save.

Enable Staged Content Support Using a Custom SDK Profile

Add the configuration key in the custom SDK profile to enable the staged mode for the managed content on the Smartfolio app.

  1. Navigate to Groups & Settings > All Settings.
  2. If you have an existing custom profile, navigate to Apps > Settings & Policies > Profiles > Custom Profile > Custom Settings.
  3. If you want to add a custom profile, navigate to Apps > Settings & Policies > Profiles > Add Profile > SDK Profile > iOS > Custom Settings.
  4. From Custom Settings, select Configure and enter the configuration key as per your requirement.

    {
    "CustomAppSettings": {
    "com_vmware_folio": {
    "SharedDeviceSettings": {
    "RetainContentBetweenCheckoutSessions": true
    },
    }
    }
    }
    
  5. Select Save.

Default Tab Change Setting for Smartfolio

On logging in to the Smartfolio app, the end user first lands on the default Home tab. To help the user easily access necessary content with minimal navigation within the app, you can set the tab that is most accessed by the user as the default landing tab. You can change the default Home tab to the other available tabs by using a custom setting on the Workspace ONE UEM console.

To change the default tab from Home to the other available tabs, add the following configuration key in the UEM console.

Configuration Key Value Type Supported Types Description
{DefaultBottomBarTab: 0} Integer Home - 0
All Files - 1
Recent - 2
Favorites - 3
Downloads - 4
The default tab for the Smartfolio app is set based on the chosen supported values.

Change the Default Tab Using Default SDK Profile

You can change the default landing tab of the Smartfolio app by adding a configuration key in the default SDK profile.

  1. Navigate to Group & Settings > All Settings > Apps > Settings & Policies > Settings.
  2. Select Enable Custom Settings and enter the configuration keys as per your requirement.

    {
     “CustomAppSettings”: {
     “com_vmware_folio”: {
     “DefaultBottomBarTab”: 1
     }
     }
    }
    
  3. Select Save.

Change the Default Tab Using a Custom SDK Profile

You can change the default landing tab of the Smartfolio app by adding a configuration key in the custom SDK profile.

  1. Navigate to Group & Settings > All Settings.
  2. If you have an existing custom profile, navigate to Apps > Settings & Policies > Profiles > Custom Profile > Custom Settings.
  3. If you want to add a custom profile, navigate to Apps > Settings & Policies > Profiles > Add Profile > SDK Profile > iOS > Custom Settings.
  4. From Custom Settings, select Configureand enter the configuration keys as per your requirement.

    {
     “CustomAppSettings”: {
     “com_vmware_folio”: {
     “DefaultBottomBarTab”: 1
     }
     }
    }
    
  5. Select Save.

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