Managing Forms information

When you use Velocity Forms, each form is published to a server. When the Client loads the form, it connects to the server to retrieve and submit the form. In order for the Client to connect to the server, it must have the appropriate address and credentials.

There are 2 servers that can host Velocity Forms:

•Ivanti Neurons. Ivanti Neurons is a SaaS product that is hosted for you in the cloud. If you use Ivanti Neurons for Velocity Forms, you must install the Ivanti Neurons Proxy server in your network to facilitate connections between your devices and the cloud. When the Proxy server is installed, the devices connect to the Proxy server and the Proxy server does the work for authenticating the devices. For more information about using the Proxy server for Velocity Forms, see Ivanti Neurons Proxy Server User Guide.

•Ivanti Neurons for IIoT. Ivanti Neurons for IIoT is a server that you install locally in your network. Forms are created in the Velocity Console and published to the server. Devices connect directly to the Ivanti Neurons for IIoT server using device credentials. See below for information on setting up credentials in the Velocity Console.

Ivanti Neurons Proxy server

To use Velocity Forms with Ivanti Neurons, the device must be configured with the address for the Proxy server and have the Proxy server certificates installed.

For information on setting up the Ivanti Neurons Proxy server, see Ivanti Neurons Proxy Server User Guide.

Ivanti Neurons for IIoT

To use Velocity Forms with Ivanti Neurons for IIoT, each form project must be published to the Ivanti Neurons for IIoT server. There are two types of credentials used: Administrator credentials for publishing forms, and Device credentials for retrieving forms.

When you set up any credentials to connect to Ivanti Neurons for IIoT, those credentials must be associated with a customer. This keeps the credentials separated and prevents you from using the wrong set of credentials for a customer.

Publishing credentials

In order to publish the form, you must provide the server address and a username and password for a user who had the Administrator role for the server. Velocity stores the server address and the username for publishing the form, but it does not save the password. The Velocity Console user must provide the password when they publish.

Device credentials

The Velocity Client requires the server address and a set of credentials in order to access the forms. The credentials used by the Client should be for an account with the Device role. These credentials are saved by the Console and distributed to the devices. The Device role has very limited permissions, but unlike the other user roles, it allows multiple connections to the server at a time. You should not distribute credentials for a role other than Device to the Client.

Since the device credentials must be distributed to the Velocity Client, the Console saves the password and distributes it as part of the host profile. It is encrypted on the Windows device where the Console is installed, when it is deployed as a .wldep deployment file, and also when it is stored on the device.

Credentials wizard

The credentials wizard, introduced in version 2.1.34, allows you to make the credentials reusable. When you use the credentials wizard to save credentials, you can select the credential name from a dropdown list in the project. For Administrator credentials, the person who publishes a form is required to provide the password when they publish. For Device credentials, once they are saved in the Velocity Console, they can be re-used without providing the password again.

If you have existing credentials for Ivanti Neurons for IIoT and you upgrade to version 2.1.34, those credentials are considered non-reusable. They are still valid and included in the projects that they have been added to, but they cannot be selected from the dropdown list in other projects. They are not included in the list on the Credentials page.

To use the credentials wizard

1.Launch the credentials wizard with one of the following methods:

•In the profile list in the Console, click the Settings button in the top right corner. Navigate to the Credentials tab and click Add credentials.

•In a form project, navigate to the Form details tab. In the Publishing credentials area, select the Create new reusable credentials option and click the Launch credential wizard button.

•In a profile project, navigate to the Ivanti Neurons tab. Select the Create new reusable credentials option and click the Launch credential wizard button.

2.On the Form publishing page, provide the address and credentials for an Administrator account in Ivanti Neurons for IIoT. These credentials are used for publishing forms to the server. Click Next. The Console attempts to contact the Ivanti Neurons for IIoT server and verify the credentials.

3.On the Name publishing credentials page, create a name for the set of credentials. This is a way to create an identifier separate from the username for the credentials. As needed, include information about the server, location, purpose, or customer associated with the credentials. For example, if you have the same username on different servers, you may want to include both the username and the server name when you name the credentials. When you have created a name, click Next.

4.On the Device credentials page, either create a new set of credentials or provide existing credentials for the devices. These credentials are distributed to the Velocity Client and used to retrieve the form from the server. These credentials should have the Device role in Ivanti Neurons for IIoT. The Device role is the only role that allows multiple concurrent connections to the server.

If you create new credentials, provide a username and click the Create user button. The server will generate and display a password for the account.

When you have either provided the credentials or created them, click Next.

5.On the Name device credentials page, create a name for the set of credentials. When you have created a name, click Next.

6.On the Review and Save page, review the credentials information and make sure it is correct. When you have verified the credentials, click Save.