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How To: Use an external web browser to sign in to the Survey123 for ArcGIS 2.0 field app or Survey123 Connect for ArcGIS 2.0

Summary

By default, the Survey123 for ArcGIS field app and Survey123 Connect for ArcGIS both have an embedded web view for signing into the app. Both apps also support launching an external web browser for signing in, but some configuration is required.

Reasons for using an external web browser to sign in include:

  • Security policies that dictate specific web browser use
  • Requirements for using web browser credential management
  • Screen size and resolution behavior

Whether using the embedded web view or an external web browser, the same OAuth sign in page is displayed.

The ability to use an external web browser to sign in is already configured for ArcGIS Online and Portal for ArcGIS 10.5.1 or later. For earlier versions of Portal for ArcGIS, the relevant Survey123 for ArcGIS redirect URIs must be configured in the portal, and the portal configuration added to the app.

Note:
This article is relevant for native Survey123 for ArcGIS apps at version 2.0 and later, and is not necessary for the web-based version of Survey123 for ArcGIS.

Procedure

Configure Survey123 for ArcGIS redirect URIs in Portal for ArcGIS

Once the user has authenticated in the web browser, they must be redirected back to Survey123 for ArcGIS. For this to happen, the redirect URIs for the Survey123 for ArcGIS field app and Survey123 for ArcGIS Connect must be registered against their respective client IDs, for all applicable portals. These portals are as follows:

client_idredirect_uri
survey123urn:ietf:wg:oauth:2.0:oob
survey123arcgis-survey123://
survey123connecturn:ietf:wg:oauth:2.0:oob
survey123connectarcgis-survey123connect://

These exist by default in ArcGIS Online and Portal for ArcGIS 10.5.1 or later; however, for earlier versions of Portal for ArcGIS, they must be manually added within the Portal for ArcGIS interface.

  1. Log in to the portal's portaladmin resource (https://<PORTAL SERVER> / <WEB ADAPTOR> /portaladmin) as an administrator.
  2. Navigate to Security > OAuth > Get App Info.
  3. Verify the existing application information. Enter the app ID into the app ID box and click Get App Info. The information appears as below:
    survey123:{"appId":"survey123","redirectURIs":["https://*.arcgis.com","http://*.arcgis.com","https://*.esri.com","http://*.esri.com","urn:ietf:wg:oauth:2.0:oob"]}
    survey123connect:{"appId":"survey123connect","redirectURIs":["https://*.arcgis.com","http://*.arcgis.com","https://*.esri.com","http://*.esri.com","urn:ietf:wg:oauth:2.0:oob"]}
  4. Return to the OAuth page, and navigate to Update App Info.
  5. Update the information for the Survey123 for ArcGIS field app by pasting the following text into the text box and clicking Update App. Note the addition to the end of the redirectURIs section.
    {"appId":"survey123","redirectURIs":["https://*.arcgis.com","http://*.arcgis.com","https://*.esri.com","http://*.esri.com","urn:ietf:wg:oauth:2.0:oob","arcgis-survey123://*"]}
  6. Update the information for Survey123 Connect for ArcGIS in the same way, pasting and updating the following.
    {"appId":"survey123connect","redirectURIs":["https://*.arcgis.com","http://*.arcgis.com","https://*.esri.com","http://*.esri.com","urn:ietf:wg:oauth:2.0:oob","arcgis-survey123connect://*"]}
Add the portal connection and sign in

The following steps work for both ArcGIS Online and Portal for ArcGIS. To enable browser-based authentication for ArcGIS Online, use the portal URL, https://www.arcgis.com/. The process to add the portal connection is the same for the Survey123 for ArcGIS field app and Survey123 Connect for ArcGIS.

  1. On the Survey123 for ArcGIS field app, click the Settings button > Portal > Add Portal.

    A view of the Survey123 Connect for ArcGIS app, with the Settings button highlighted. A view of the Survey123 Connect Settings window, having clicked Portal, with ArcGIS Online highlighted.
     
  2. Type in the URL of the portal (Click or press and hold on the text, Select your active ArcGIS Portal, to enter advanced configuration.)

    A view of the Survey123 Connect Settings window, with ArcGIS Online highlighted, and the URL of your Portal for ArcGIS available for editing.
     
  3. Select Sign in via the system web browser.
  4. Click Add Portal, and sign in.
  5. Once the dialog loads in the browser, enter in the named user credentials.
  6. The user is redirected to the field app and signed in.
Note:
On entering sign-in credentials for apps running on Windows and Linux, users are presented with an OAuth2 Approval page. The code it contains must be manually copied and pasted into the app to complete the authentication process.