Quick Start and Trial Guide
(Mail)
Version 3
For iOS Devices
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copyright laws is the responsibility of the user. No part of this document may be reproduced or
transmitted in any form or by any means, electronic or mechanical, for any purpose, without the express
written consent of TITUS Inc.
Copyright 2005-2015 TITUS Inc.
TITUS® is a registered trademark of TITUS Inc. All other product and company names mentioned are
trademarks or registered trademarks of their respective owners. TITUS Inc. may have patent
applications, trademarks, copyrights or other intellectual property rights covering subject matter in this
document.
TITUS solutions enable organizations to classify, protect and confidently share their information, and
meet regulatory compliance requirements by identifying and securing unstructured data. For further
information, contact us at +1 866-530-5111 or email us at info@titus.com
www.titus.com
Table of Contents
1
About this guide .................................................................................................................................... 4
1.1
Audience ....................................................................................................................................... 4
1.2
Purpose ......................................................................................................................................... 4
2
About TITUS Classification for Mobile (Mail) ........................................................................................ 4
3
Quick Start Installation and Configuration Overview ........................................................................... 4
4
Supported Devices and System Requirements ..................................................................................... 5
5
6
4.1
Supported Devices ........................................................................................................................ 5
4.2
System Requirements ................................................................................................................... 5
4.2.1
Supported Microsoft Exchange & Office 365 Platforms ....................................................... 5
4.2.2
Enable ActiveSync on the Exchange or Office 365 Server .................................................... 5
4.2.3
Enabling Offline Address Book Support ................................................................................ 9
4.2.4
Supported Microsoft Rights Management Services (RMS) Platforms .................................. 9
Optional System Requirements .......................................................................................................... 10
5.1
Enable Auto-discovery on the Exchange Server ......................................................................... 10
5.2
Enable Outlook Anywhere on the CAS Server ............................................................................ 10
Install TITUS Classification for Mobile (Mail) and Access Your Exchange Server................................ 11
6.1
Installing TITUS Classification for Mobile (Mail) ......................................................................... 11
6.2
Accessing Your Exchange Server with TITUS Classification for Mobile (Mail) ............................ 11
6.2.1
Using Automatic Configuration ........................................................................................... 11
6.2.2
Using Manual Configuration ............................................................................................... 12
7
Alternatives for Trialing TITUS Classification for Mobile (Mail) .......................................................... 14
8
TITUS Classification for Mobile (Mail) App Settings............................................................................ 14
8.1.1
Customizable Account Settings for iPhone and iPad Devices ............................................. 14
8.1.2
Customizable iOS Settings for iPhone and iPad Devices ..................................................... 17
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1 About this guide
1.1 Audience
This guide is for customers who have started to use or test TITUS Classification for Mobile (Mail).
Following the guidance outlined in this document, customers will be able to configure and start using
TITUS Classification for Mobile (Mail) more quickly, and will understand the different methods to trial
the full functionality of TITUS Classification for Mobile (Mail).
1.2 Purpose
This guide explains:
1. The pre-requisites for using TITUS Classification for Mobile (Mail)
2. How to install TITUS Classification for Mobile (Mail) and access your Exchange Server
3. The different alternatives for trialing the full functionality of TITUS Classification for Mobile
(Mail)
4. Where to go to get additional information on TITUS Classification for Mobile (Mail)
2 About TITUS Classification for Mobile (Mail)
TITUS Classification for Mobile (Mail) secures email and calendar information, and is built specifically for
organizations in regulated industries that have strict compliance requirements for protecting their
sensitive information. The app allows organizations to separate business information from personal,
allows for secure email and attachment viewing, and enables organizations to classify email on mobile
devices. TITUS Classification for Mobile (Mail) is the only email app for iOS that allows administrators to
build advanced data loss prevention policies to control what information can be viewed on a mobile
device. With an intuitive, familiar user interface and interoperability with Microsoft Exchange and Office
365, TITUS Classification for Mobile (Mail) is easy to deploy and use.
The TITUS Classification for Mobile (Mail) app can be accessed through an icon on the home screen.
3 Quick Start Installation and Configuration Overview
These are the high level steps for starting your testing of TITUS Classification for Mobile (Mail).
1. Review the System Support and Requirements section and perform any updates to your system
or Microsoft Exchange that are required as outlined in Section 4.
2. Install TITUS Classification for Mobile (Mail) on your Mobile Device as outlined in Section 6.1
3. Configure TITUS Classification for Mobile (Mail) to Access Your Exchange or Office 365 Server
as outlined in Section 6.2
4. Determine the type of trial and functionality you want to test. Trial options are outlined in
section 7.
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4 Supported Devices and System Requirements
4.1 Supported Devices
TITUS Classification for Mobile (Mail) is supported on:

Apple iPhone and iPod with iOS 8.4 or later
4.2 System Requirements
4.2.1 Supported Microsoft Exchange & Office 365 Platforms
Microsoft Exchange Server 2007 (latest SP), 2010 SP3, and Exchange Server 2013 are supported.
Office 365 hosted mail is also supported.
4.2.2 Enable ActiveSync on the Exchange or Office 365 Server
TITUS Classification for Mobile (Mail) uses ActiveSync to communicate with the Exchange Server. In
most cases, your Exchange Server will already be enabled with ActiveSync by default. But if
ActiveSync has been turned off by your Microsoft Exchange administrators, TITUS Classification for
Mobile (Mail) will not work.
To test to see if ActiveSync is enabled on your Exchange Server, you can use the Microsoft Remote
Connectivity Analyzer at https://testconnectivity.microsoft.com/
Click on the Exchange ActiveSync option and click Next.
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First test to see if AutoDiscover is enabled on your Exchange Server, enter your userid, your
domain\username and your password. You will also need to click agreement to working account
question, and fill in the Verification area. Then click Perform Test.
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After the test is completed you will see the results. If you click on the Additional Details and Test Steps
you will see more detail as in the image below.
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If auto-discovery is not enabled on your Exchange Server, you can also test ActiveSync via the Manually
specify server settings option as shown below. In this case you will need to know the url of the
Exchange Server hosting the ActiveSync service:
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4.2.3 Enabling Offline Address Book Support
If you plan on using the TITUS Classification for Mobile (Mail) S/MIME support (iPhone only), or you
want your users to be able to access complete contact information (phone numbers, address, etc.) by
taping on user names in Contacts within TITUS Classification for Mobile (Mail), the Exchange Offline
Address Book must be enabled via the Exchange auto discovery setup. For more information on Auto
discovery setup please see Section 5.1.
4.2.4 Supported Microsoft Rights Management Services (RMS) Platforms
If you wish to use TITUS Classification for Mobile (Mail) with Microsoft RMS to open RMS protected
messages, both Microsoft Azure (cloud) RMS and on premise AD RMS are supported.
In order to use Azure RMS, you will need an Office 365 account with Azure RMS enabled.
In order to use on-premise AD RMS you must complete:




AD RMS deployment on Windows Server 2012 R2 or Windows Server 2012.
Installation of AD Federation Service (ADFS) on Windows Server 2012 R2
Deployment of AD RMS Mobile Device Extension (MDE)
Register the TITUS Classification for Mobile (Mail) app with the MDE via this process
Run this command on the ADFS server using powershell:
Add-AdfsClient -ClientId "57da931a-5d4d-41a1-a9b2-a46174b57469"
-Name "TITUS Mobile" -RedirectUri "local://authorize"
The app/client ID is 57da931a-5d4d-41a1-a9b2-a46174b57469
The Redirect URI is local://authorize
The App Name is TITUS Mobile
For information on how to install the Mobile Device Extensions please see this Microsoft link:
http://technet.microsoft.com/en-us/library/dn673574(v=ws.10).aspx
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5 Optional System Requirements
The user can configure access to their email server in one of two ways
1. Use automatic configuration by entering only their email user ID and password.
2. Use manual configuration by entering user ID, password, server (ActiveSync) URL and domain.
If you wish to use aAutomatic configuration your Exchange server must be configured for Exchange
auto-discovery. You can use the Microsoft Remote Connectivity Analyzer as described in Section 4.2.2
above to determine if auto-discovery is enabled on your server. In many cases, auto-discovery will
already be enabled as it is generally required to connect Microsoft ActiveSync mobile devices.
5.1 Enable Auto-discovery on the Exchange Server
This requirement only applies if your organization plans to implement Auto-discovery. Auto-discovery
simplifies the sign-on process for your users as they will only need to enter their user ID and password
when first configuring TITUS Classification for Mobile (Mail). Auto-discovery also enables the TITUS
Classification for Mobile (Mail) S/MIME and extended contact support. For more information refer to
the following link:
http://technet.microsoft.com/en-us/library/bb201695(v=exchg.141).aspx
The following is an example of an auto-discovery script with the arrow pointing to the Offline Address
Book (OAB) highlighted:
//////////////////////
//////////
////////////////
/
//////////////////////
//////////
//////////////////////
//////////
//////////////////////
//////////
//////////////////////
//////////
5.2 Enable Outlook Anywhere on the CAS Server
This requirement only applies if your organization plans to implement automatic configuration. For
more information refer to the following link:
http://technet.microsoft.com/en-us/library/bb123542(v=exchg.141).aspx
When both Auto-discovery and Outlook Anywhere are enabled, TITUS Classification for Mobile (Mail)
can automatically locate the ActiveSync URL. The ActiveSync URL is used as the Server URL.
TITUS recommends that Outlook Anywhere is configured so that Auto-discovery returns the correct
Activesync URL.
Example ActiveSync URL
https://owa.company.com/microsoft-server-activesync
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6 Install TITUS Classification for Mobile (Mail) and Access
Your Exchange Server
6.1 Installing TITUS Classification for Mobile (Mail)
There are two ways to obtain and install TITUS Classification for Mobile (Mail):


The most popular method is to download the free TITUS Classification for Mobile (Mail) app
from the Apple App Store store.
If you need to obtain the most recent build of TITUS Classification for Mobile (Mail) that may not
yet be available via the App Store, TITUS may provide you will a build of the app you can re-sign
with your Apple Enterprise Certificate. You can then deploy this build to your users via an MDM
or via an Internet link.
6.2 Accessing Your Exchange Server with TITUS Classification for Mobile
(Mail)
As mentioned in section 0 above, the user can configure access to their email server in one of two ways
1. Use automatic configuration by entering only their email user ID and password.
2. Use manual configuration by entering user ID, password, server (Activesync) URL and domain.
6.2.1 Using Automatic Configuration
If Exchange Auto-Discovery has been enabled as explained in section 5.1 above, the user need only enter
their email ID and password to get access to their email.
Email - This is the Email ID used to sign-on to your corporate email server. For example sue@titus.com
Password - This is the password used to sign-on to the corporate email system. Note that if your
password changes or expires, it will not be updated automatically in TITUS Classification for Mobile
(Mail). You must manually update it in TITUS Classification for Mobile (Mail).
After the user enters this information they tap on the “Logon Now” button on the Logon screen.
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6.2.2 Using Manual Configuration
If Exchange Auto-Discovery has not been enabled, the user will need to proceed via Manual
Configuration where more information is needed. After entering the email ID and password. The user
should tap the Manual Details option at the bottom of the screen.
Once the Manual Configuration is selected, the configuration screen will appear. On this screen the user
must enter the Activesync Server URL, username, and domain.
Server – this is the ActiveSync URL for the Exchange or Office 365 Server. For example:
https://owa.company.com
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Username - this is the user’s active directory username, which may be different from the email user
name. For example, the email name might be sue.sting@demo.com, and the user name might be
sue.sting or something like ssting.
Domain – this is the fully qualified active directory domain name for the organization.
For example – mycompany.local
=================
======
Note - In addition to the two user configured methods described above, administrators can also
configure TITUS Classification for Mobile (Mail) for users by using an MDM system. TITUS currently
supports configuration via the MobileIron, AirWatch and Citrix MDMs. If you wish to pre-configure
TITUS Classification for Mobile (Mail) for your users with MDM, please request the MDM Integration
guide from TITUS.
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Once the user has provided their credential information, TITUS Classification for Mobile (Mail) will
attempt to connect to the Exchange Server and log the user on to their email. The user should see a
progress dialog followed by a list of their Folders.
7 Alternatives for Trialing TITUS Classification for Mobile
(Mail)
TITUS Classification for Mobile (Mail) can be trialed in one of three ways:
1. Download the TITUS Classification for Mobile (Mail) app from the Apple Store or Google Play
Store and try as is. This is the simplest trial method and a good place to start, but will not
provide access to the more advanced TITUS Classification for Mobile (Mail) functionality such as
advanced data loss prevention policies and customized classification labels.
2. Download the TITUS Classification for Mobile (Mail) app from the Apple Store or Google Play
Store and provide a description of the classification labels you wish to make available to users,
as well as the data loss prevention policies you wish to test. TITUS will then create this
configuration and host it on TITUS.com and make it available to your users who are testing.
3. If you wish to test all the functionality of TITUS Classification for Mobile (Mail) and configure
your own data loss prevention policies and host the configuration file at your location you will
download the TITUS Classification for Mobile (Mail) app from the Apple Store or Google Play
Store and request the TITUS Classification for Mobile Administration tool from TITUS.
In order to understand more about configuring data loss prevention policies and customizing your
classification labels please request the TITUS Mobile Administration Guide from TITUS.
8 TITUS Classification for Mobile (Mail) App Settings
Once the TITUS Classification for Mobile (Mail) app has been installed the following settings can be
customized by user on the device.
To configure the TITUS Classification for Mobile (Mail) app select the Settings icon on the device and
select TITUS Classification for Mobile (Mail) from the list.
8.1.1
Customizable Account Settings for iPhone and iPad Devices
Once the TITUS Mail app has been installed, the following settings can be customized by the user within
the TITUS Mail app. Tap on the Settings icon, or select Settings from the Folders screen in the TITUS
Mail app.
Setting
Account
Description
Displays the email account.
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Options
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Setting
View Full Account
Details
Delete Account
Description
Displays the full account details for the
email account.
Removes all data and credentials
Reset Account
Resets stored messages and logout.
Address Book
Displays the date when the address book
was last updated
Displays the date when the Inbox was last
updated.
This setting allows the user to define how
far back in time messages will be synced on
the phone.
The default is 1 Week back
Mailbox
Sync Period
Max Folder Size
This setting allows the user to define a
maximum number of messages in a folder.
The default is 500.
Preview
This setting allows the user to define the
number of lines of text that should appear
in the Inbox preview mode.
This setting allows the user to define the
time interval before an autosave is
performed. Autosave will save a draft of
new emails in the Local Drafts folder
Autosave Internal
New Mail Vibrate
New Mail Visual
Calendar – Show
Week Numbers
Preserve after
Download
Certificates
Protect Secure
Contents
When enabled a vibrate notification occurs
when a new message is received
Select the notification you wish to see in
the navigation bar when a new message
arrives.
Select if you wish to see the week number
in the Calendar view (week 1 -52)
When enabled this feature allows users to
view items downloaded as part of the email
message without having the download the
item a second time.
Displays the Email Certificates that have
been imported.
This setting applies to S/MIME. When
enabled it always keeps the S/MIME
message encrypted and decrypts the
message only for the time it is being
TITUS Classification for Mobile
Quick Start and Trial Guide (Mail)
Options
1 or 3 days back
1 Week Back
2 Weeks Back
1 Month Back
No Limit
100 items
250 items
500 items
1000 items
2500 items
10000 items
None
1-5 lines
20 seconds
30 seconds
1 minute
1.5 minute
2 minutes
Disabled by default.
Can be enabled.
Banners
Sliding Animation
Banner + Animation
Enabled by default. Can
be disabled.
Enabled by default. Can
be disabled.
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Setting
Description
viewed. When the setting is disabled it
decrypts the message once and saves it in
the decrypted state.
Import iOS Contacts
Enables the user to import iOS contacts in
the TITUS Mail app.
Export Outlook
Enables the user to export their Outlook
Contacts
Contacts to the Apple Contacts app. This
setting is generally only used with Apple
Mail is turned off.
Show Contact Picture Displays contact picture in the TITUS Mail
app.
Configuration
Displays the name of the TITUS Mail
Configuration deployed to the mobile
device
PolicyRoot
Displays the PropertyRoot for the
Configuration deployed to the mobile
device. This is defined in the configuration
file.
Refresh
Allows the user to refresh the
Configuration
Configuration deployed to the mobile
device.
Send Feedback
Redirect to TITUS Mail Feedback
Version
Event Logs
Version number of the TITUS Mobile app
Used for troubleshooting issues. When
enabled it will save some state information.
TITUS Classification for Mobile
Quick Start and Trial Guide (Mail)
Options
Enabled by default. Can
be disabled.
Enabled by default. Can
be disabled.
Send an email to TITUS
to provide feedback.
Disabled by default.
Can be enabled.
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8.1.2 Customizable iOS Settings for iPhone and iPad Devices
Once the TITUS Mail app has been installed the following Apple Settings can be customized by the user
on the device.
To configure the TITUS Mail app select the Apple Settings icon on the device and select TITUS Mail from
the list.
Setting
Contacts
Notifications
Description
Allows TITUS Mail app to access iOS
contacts.
Allow Notifications
Show in Notification Center
Sounds
Badge App Icon
Show on Lock Screen
Alert Style When Unlocked
Background App
Refresh
Allows the TITUS Mail app to refresh the
content when on Wi-Fi or cellular in the
background.
Use Cellular Data
Options
Disabled by default.
Can be enabled.
Enabled by Default. Can
be disabled.
Enable
Enabled by Default. Can
be disabled.
Enabled by Default
Enabled by Default. Can
be disabled.
None
Banners
Alerts
Enabled by default. Can
be disabled.
Enabled by default. Can
be disabled.
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