Servers and Authentication

Use the Servers view to manage reusable server connections.

Add a server

1. Open Servers.
2. Enter a Friendly Name.
3. Enter an ArcGIS Server Root URL.
4. Click Save Server.

Saved servers appear in the Report and Services dropdowns.

Detect auth type

For secured environments:

1. Enter server details.
2. Click Detect Auth.
3. Quetzly Pro identifies the expected sign-in method.

Supported sign-in flows include:

• OAuth 2.0 (PKCE) for ArcGIS Online and Portal patterns.
• Username/password token generation for standalone ArcGIS Server patterns.

Set up OAuth developer credentials (ArcGIS Online or Portal)

For OAuth-based sign-in, you must create an app credential in ArcGIS Online or ArcGIS Enterprise Portal first, then use its Client ID in Quetzly Pro.

Step 1: Create the app credential in ArcGIS

1. Sign in to your ArcGIS Online org or ArcGIS Enterprise Portal.
2. Create or open an app item for authentication.
3. Add the application URL and redirect URL(s) required by your app policy.
4. Save the app item and copy the generated Client ID.

Step 2: Add the Client ID in Quetzly Pro

1. In Quetzly Pro, open Servers.
2. Add or select your ArcGIS Online or Portal server.
3. Click Detect Auth.
4. In the OAuth sign-in form, paste your Client ID.
5. Click Sign In with ArcGIS and complete the browser-based login.

After successful login, Quetzly Pro stores the auth session for that server and can refresh tokens as needed.

Esri references

• Authentication overview: https://developers.arcgis.com/documentation/security-and-authentication/types-of-authentication/
• ArcGIS Enterprise app URL setup: https://doc.esri.com/en/arcgis-enterprise/latest/share/add-app-url.html?pivots=os-windows
• Create OAuth credentials (location platform): https://developers.arcgis.com/documentation/security-and-authentication/user-authentication/tutorials/create-oauth-credentials-user-auth/location-platform/
• Create OAuth credentials (ArcGIS Online): https://developers.arcgis.com/documentation/security-and-authentication/user-authentication/tutorials/create-oauth-credentials-user-auth/online/

Sign in and re-authenticate

After detection, complete sign-in from the rendered auth form.

Server cards show session state and provide actions such as:

• Check: Re-validate current auth status.
• Re-auth: Renew an expired session.
• Sign Out: Clear saved auth data.

Security behavior

Credentials are stored through OS-level secure storage mechanisms and tokens are refreshed when possible.

Tips

• Use clear server names so report dropdowns are easy to scan.
• Re-check auth before long report runs if your tokens are short-lived.