Citrix Secure Mail new version

From Settings within Secure Mail, you can now add multiple Exchange email accounts and switch between them. This feature allows you to monitor all your mails, contacts, and calendars in one place.

Prerequisites

A user name and password is required to configure additional accounts. Automatic enrollment or credential store configurations applies only to the first account setup in the app. Type the user name and password for all additional accounts.

• To allow additional accounts to connect to a domain or Exchange Server in an external network, you must set split tunneling to ON in Citrix NetScaler.
• Secure Mail for iOS supports Exchange and Office 365 mail servers only.

To add an Exchange email account

1. Open Secure Mail and then tap Settings.
2. Under ACCOUNTS, tap + Add Exchange Account.
3. On the Exchange screen, type the credentials for the new account.

Optionally, you can set values for the following parameters:

• Sync Mail Period – Tap to select a value for the sync mail period. The value you set specifies the number of mail days for Secure Mail to synchronize. Your administrator sets the default value.
• Make this my default account – Tap to set the new account as your default account. The value is set to OFF by default.

4. Tap Sign On to create the account.

You can view the new account in the Settings screen under the ACCOUNTS menu.

Note: The default or primary account uses certificate-based authentication because Secure Mail can only receive a single user certificate from XenMobile Server. Additional accounts must use authentication based on Active Directory.

Note: Citrix recommends that you do not configure multiple accounts on shared devices.

To edit an account

You can edit the password and description of email account.

1.      Open Secure Mail and then tap Settings.

2.      Under ACCOUNTS, tap the account you want to edit.

3.      In the Account screen, edit the fields.

4.      Tap Save to confirm your action or tap Cancel to return to the Settings screen.

To delete an account

1. Open Secure Mail and then tap Settings.
2. Under ACCOUNTS, tap the account you want to delete.
3. In the Account screen, tap Delete Account at the bottom of the screen or tap Cancel to return to the Settings screen.
4. Tap Delete to confirm your action.

Note: If you delete the default account, the next account will become the default account.

To set a default account

Secure Mail uses the default account in the following scenarios:

• Composing emails. The From: field auto-populates with the email ID of the default account.
• Creating calendar events.The Organizer field auto-populates with the email ID of the default account.
• App badge count. Indicates the unread mail count of the default account.

When you add one or more email accounts, the first account you create is the default account. To change the default account, navigate to Settings > General > Default.

In the Default Email screen, tap the account you want to set as default.

Alternatively, you can navigate to Settings > ACCOUNTS and then tap the account you want to set as default. In the Account screen, enable the Make this my default account feature.

Settings

If you have configured multiple Exchange accounts, some of the Secure Mail settings are available to each of these accounts individually, whereas other settings are global. The following settings are account-specific:

• Default
• Notifications
• Auto Refresh
• Out of Office
• Sync Mail Period
• S/MIME
• Offline Files
• Signature
• Sync with Local Contacts
• Export Settings

These settings appear with the > icon. Tap the > icon to view the accounts on your device.

To apply the setting to a specific account, expand a setting item by tapping > and then select the email account.

Note: You can only import the previously exported Secure Mail settings to the default or primary account.

Mail

The Mailboxes screen displays all the accounts you have configured and has the following views:

• All Accounts. Contains emails from all Exchange accounts that you have configured.
• Individual accounts. Contains emails and folders of an individual account. These accounts appear as a list that you can expand to view the subfolders.

The All Accounts mailbox is the global view by default. This view contains attachments and emails from all Exchange accounts that you have configured on your device.

The All Accounts mailbox has the following menu items:

• All attachments
• Inbox
  • Unread
  • Flagged
• Drafts
• Sent Items
• Outbox
• Deleted Items

 Although the All Accounts view displays your emails from multiple accounts collectively, the following actions use the email address of the default or primary account:

• New message
• New event

To change the email address of the sender while composing a new mail from the All Accounts view, tap the default address in the From: field and select a different account from the mail accounts that appear.

Note: Composing an email from the conversation view auto-populates the From: field with the email address that conversation is addressed to.

Individual accounts

All the accounts you have configured appear as a list below All Accounts. The default or the primary account always appears first followed by the other accounts in alphabetical order .

The individual accounts display any subfolders you might have created. You can view the subfolders folders by tapping the V icon next to the folder.

The following actions are limited to individual accounts only:

• Moving items.
• Composing emails from conversation view.
• Importing vCard.
• Saving contacts.

Contacts

To view your contacts, tap CONTACTS from the slide-out menu and then tap the hamburger icon on the top left. The Contacts screen displays the following items:

• All Contacts. Displays all contacts from multiple email accounts.
• Individual accounts. Displays contacts pertaining to the individual accounts that you have configured.
  

You can synchronize contacts pertaining to an individual account to your local contacts.

To sync with local contacts:

1. Navigate to Settings > Contacts > Sync with Local Contacts and then tap > to expand the menu.
2. In the Sync Local Contacts screen, enable the account whose contacts you want to sync.
3. Tap OK.
4. When prompted to allow Secure Mail to access your contacts, tap OK.
   

You have now successfully exported contacts for the account.
To undo this action, go to Settings > Contacts > Sync with Local Contacts and then tap on the switch next to the account to disable this feature. Tap Yes, Delete to confirm your action.

Calendar

The calendar displays all events pertaining to the multiple accounts on your device. You can set colors to individual accounts to differentiate calendars events pertaining to individual accounts.

To set colors to calendar events

1. Select CALENDAR from menu.
2. Tap the hamburger icon on the top left.
   The Calendars screen is displays all the accounts you have configured.
3. Tap on the default color displayed on the right of an Exchange account.
   The Colors screen displays the available colors for that account.
4. Select a color of your choice and then tap Save.
5. To return to the previous screen, tap Cancel.
   The selected color is set for all calendar events pertaining to that Exchange account.
   

When you are creating a calendar invitation or event, the Organizer field auto-populates with the email address of the default account. To change the mail account, tap this email address and select another account.

Note: When you exit and then launch Secure Mail, the app restores the last configured calendar settings on your device.

Search 
You can perform a global search from the All Accounts or the All Contacts view. This action displays the appropriate results after searching all the accounts in the app.
All searches from within an individual account displays results pertaining to that account only.