Product Documentation

WorxNotes

Aug 03, 2016

WorxNotes lets users manage their notes on their mobile devices. Users can create, share, and organize notes that contain text, photos, or audio.

There are two options for storing notes: on a Microsoft Exchange Server or a ShareFile server. The Exchange option integrates with Outlook so that users enjoy data continuity and basic functionality—syncing notes, formatting text, creating notebooks, and emailing notes. For Android users, WorxNotes syncs with Exchange through WorxMail. For iOS users, WorxNotes syncs directly with Exchange.

The ShareFile option includes all the features of the Exchange option, plus support for images and audio and the ability to link a note to a meeting that is happening at the time the note is created. You may deploy both options; the first time they sign on, users will select the option they want.

As part of the Worx suite of apps, WorxNotes benefits from single sign-on (SSO) compatibility with Worx Home. After users sign on to Worx Home, they can move seamlessly into WorxNotes without having to reenter their user names and passwords. You can configure WorxNotes to be pushed to users' devices automatically when the devices enroll in Worx Home, or users can add the app from the Worx Store.

To begin, download WorxNotes and other XenMobile components from http://www.citrix.com/downloads/xenmobile.html.

System Requirements for WorxNotes

WorxNotes is supported on any device that runs one of the following operating systems:

iOS: 8 – 10

Android: Any phone with versions 4.4.x, 5.x, 6.x and 7 that has WorxMail installed.
Note: WorxNotes is not currently supported for Android tablets.

Citrix has tested WorxNotes on the following devices. Not all supported devices are listed.

  • iPhone 4 – iPhone 6 Plus
  • iPad 2 – iPad Air 2
  • iPad mini – iPad mini 3
  • Nexus phone
  • Samsung Galaxy phone
  • HTC One phone

WorxNotes can sync notes with the following compatible services:

  • ShareFile
  • Exchange Server 2013 SP1
  • Exchange Server 2013
  • Exchange Server 2010 SP3
  • Exchange Server 2010 SP2

WorxNotes is not compatible with Lotus Notes.

What's New in WorxNotes

  • Support for iPad Pro. The interface is now optimized for the larger screen size of the iPad Pro.
  • Traditional Chinese language support. WorxNotes is now supported in traditional Chinese.

WorxNotes for Web

Users with ShareFile-linked accounts can sync notes between their mobile devices and their laptops or desktops through a web-based version of WorxNotes at worxnotes.citrix.com, signing on with their ShareFile user names and passwords. They can store notes in your private StorageZones as well. Accounts linked to Exchange already have the capability to sync notes between desktop and mobile.

For configuration details, see Integrating and Delivering WorxNotes, next.

WorxNotes for web offers many of the same features as the mobile version:

  • Create, view, edit, tag, search, sort and print notes.
  • Mark notes as favorites.
  • Save notes as PDFs.
  • Create and color-code notebooks.
  • Move notes from one notebook to another.
  • Play audio files attached to notes.
  • Set reminders.

WorxNotes for Web works only with ShareFile cloud deployments. Certain features are not currently available, such as the ability to sync offline notes, email notes, or link notes to calendar events. WorxNotes for Web also does not work on mobile browsers.  

Integrating and Delivering WorxNotes

  1. You can integrate WorxNotes for iOS with an Exchange Server. (WorxNotes for Android uses the WorxMail for Android account to sync Exchange notes.) The configuration uses Active Directory credentials to authenticate to Exchange. For details, see Integrating Exchange Server or IBM Notes Traveler Server.
  2. For WorxNotes and WorxNotes for Web: You can optionally enable single sign-on (SSO) from Worx Home. To do that, you configure ShareFile account information in XenMobile to enable XenMobile as a SAML identity provider for ShareFile. The configuration uses Active Directory credentials to authenticate to ShareFile.

    Configuring the ShareFile account information in XenMobile is a one-time setup used for all Worx clients, ShareFile Worx clients, and non-MDX ShareFile clients. For details, see To configure ShareFile account information in XenMobile for SSO.
  3. For WorxNotes for Web: Update the ShareFile Login URL, which redirects authentication when ShareFile attempts SAML-based SSO. The following change is required for WorxNotes for Web and is also compatible with WorxNotes.

In the ShareFile administrator console, go to Admin > Configure Single Sign-On and update the Login URL as follows:

https://NetScalerFQDN/cginfa/https/XenMobileFQDN:443/samlsp/websso.do?action=authenticateUser&app=SAML_AppName&reqtype=1&nssso=true

For details about SAML_AppName and NetScaler Gateway configuration for ShareFile, see one of these articles on the ShareFile support site: Configure ShareFile Single Sign-On with XenMobile 9 or Configure ShareFile Single Sign-On with XenMobile 10

4. For WorxNotes: WorxNotes for iOS syncs directly with Exchange and consumes one Exchange Active Sync (EAS) device ID position on the server. Citrix recommends increasing the number of EAS partnerships to 20, so that users don't exceed the maximum number of devices allowed. If users exceed the maximum, WorxNotes does not sync. To increase EAS partnerships, update the EASMaxDevices property of the Exchange Server throttling policy. For details on managing EAS partnerships, see this blog post.

Alternatively, users can delete devices they are not using. To do this, they must sign on to Outlook Web App and go to Options Phone Mobile Phones. From there, they can remove devices from the list, as shown in the following figure.

 

5. Download (http://www.citrix.com/downloads/xenmobile/product-software.html) and wrap WorxNotes. For details, see About the MDX Toolkit.

6. Add WorxNotes to XenMobile and configure MDX policies, as described in the next section.

How to Add WorxNotes to XenMobile

You add WorxNotes to XenMobile using the same steps as for other MDX apps. For details, see To add an MDX app to XenMobile. When adding WorxNotes, be aware of the following MDX policies that are specific to WorxNotes.

For all supported mobile devices:

WorxNotes storage options

Allows you to set storage options for notes that users create when using WorxNotes. If ShareFile and Exchange Server, the user can choose the storage option for notes. If ShareFile only, notes are stored in ShareFile. If Exchange only, notes are stored in Exchange Server. Default value is ShareFile and Exchange Server.

Accept all SSL certificates

If On, WorxNotes accepts all SSL certificates (valid or not) and allows access. If Off, WorxNotes blocks access when a certificate error occurs and displays a warning. Default value is Off.

Information Rights Management

If On, WorxNotes supports Exchange Information Rights Management (IRM) capabilities. Default value is Off.

Google analytics

If On, Citrix collects anonymous data to improve product quality. If Off, no data is collected. Default value is On.

In addition, WorxNotes for iOS has policies related to integration with Exchange Server. For details, see Integrating Exchange Server or IBM Notes Traveler Server. WorxNotes for Android uses the WorxMail for Android account to sync Outlook notes.

WorxNotes Features

WorxNotes allows for seamless interaction with other Worx apps for a productive workflow within the secure XenMobile environment. From within WorxNotes, users can email notes to WorxMail contacts or upload their notes to ShareFile for easy sharing.

When you set WorxNotes storage options to ShareFile and Exchange, first-time users are asked to select the version they want.

If users tap Compare, a list of the different features available with each version appears.

With WorxNotes, users can:

  • Create notes with text, image, or audio content.
  • Tag notes.
  • Organize notes into folders that they can color-code by category.
  • Email notes to WorxMail contacts.
  • Sync with Exchange.
  • Upload notes to ShareFile.
  • Move notes between folders.
  • Format and spellcheck text with an in-app editor.
  • Map their location when creating a note.
  • Set reminders on notes that contain tasks or actionable items.
  • View notebooks as a grid.
  • Select text from a WorxMail message and add it to an existing note or create a new note with it.
  • Have their notes auto-saved to local storage several times a minute. 

iOS users can link WorxNotes to their email and calendar accounts. During their initial sign on, they can tap Link Your Calendar and provide their email account credentials.

After initial sign on, they can do link WorxNotes to their email and calendar accounts by going into Settings and tapping on Link My Calendar.

Android users can de-link their Exchange accounts without having to delete the accounts. After de-linking, usersl return to the initial sign-on screen, where they can choose to create a ShareFile account or another Exchange account. In iOS, when users delete their accounts, the app creates a new account automatically.

WorxNotes Supported File Formats

WorxNotes supports m4a audio files and the following image files:
  • JPEG
  • PNG
  • BMP
  • GIF
  • WebP

Users cannot open PDF files in WorxNotes. iOS users, however, can email notes as PDFs. WorxNotes also does not support video or documents.