Trace for Business Technical Note

Morpholio Trace Managed App Configuration

Set company policies for sign-in, privacy, storage, AI, and export without employee setup.

Overview

This guide is for IT administrators and office technology leaders deploying Morpholio Trace to managed iPhone and iPad devices. Trace supports Apple’s Managed App Configuration channel and reads organization settings at launch and whenever the app returns to the foreground.

Requirements: Trace 6.91 or later on iOS 16 or iPadOS 16 or later. The Trace bundle ID is com.morpholioapps.trace.

App Installation

Install “Morpholio Trace - Sketch CAD” from the Apple App Store. The same app serves consumer and business customers and can be assigned to managed devices at no cost. Apple’s no-cost app assignment covers installation only; it is separate from the paid Trace for Business seat assigned in the Vectorworks Customer Portal. Trace for Business features will only be enabled for employees with a valid Vectorworks sign-in and assigned seat.

Employees choose Sign in with Vectorworks to activate the Trace for Business license assigned to them in the Vectorworks Customer Portal. This uses their Vectorworks account. You can make Vectorworks sign-in the only login option with trace.requireVWDomain (recommended). For users signed in through Vectorworks, applying any of the keys below makes the configuration visible in Managed Access and Verification.

Already using Trace? After signing in with Vectorworks, go to Settings → Transfer Projects From Another Account to copy or move local projects from a previous Trace account. Folders are preserved. iCloud projects, Recently Deleted items, and samples are not included.

Supported Keys

All keys are optional and independent. trace.managed is informational and does not enable or gate the other policies. Boolean keys default to false.

Key Type Default Effect
trace.requireVWDomainBooleanfalseMakes Vectorworks SSO the only login presentation and removes consumer login and subscription steps. It does not require trace.managed.
trace.managedBooleanfalseShows the managed-deployment marker in Managed Access. It does not gate restrictions, login, or store behavior.
trace.disableAIBooleanfalseDisables AI Scale and AI Stencils, and omits RoomPlan from new-project choices.
trace.disableICloudBooleanfalseRemoves iCloud Sync from Settings and blocks Trace settings from enabling it. Local device storage remains available.
trace.disableExportFormatsArray of stringsEmptySuppresses export options. Supported values are pdf, psd, dxf, png, and jpg.
trace.restrictFileDestinationStringUnrestrictedvectorworks permits Vectorworks Cloud only. sharesheet permits the system share sheet only.
trace.disableTelemetryBooleanfalseDisables Firebase, Morpholio telemetry, and operational push notifications. Stored Trace usage data and unsent crash reports are cleared.

Key Definitions

trace.requireVWDomain

Administrator sets: A Boolean. Set it to true to require the Vectorworks SSO login presentation.

User sees: Sign in with Vectorworks is the only login choice. Facebook and the other consumer sign-in choices are not presented. Consumer purchase, restore, and upgrade presentations are suppressed, while normal onboarding and sample selection remain available.

Practical effect: This policy works without trace.managed. It changes the login route rather than forcing an already credentialed user to sign in again.

trace.managed

Administrator sets: A Boolean. Set it to true to identify the Trace deployment as organization-managed.

User sees: The MDM Managed row in Managed Access shows the configured state.

Practical effect: This is a status marker only. Restrictions work without it, and setting it does not change login, subscription, storage, export, AI, or telemetry behavior.

trace.disableAI

Administrator sets: A Boolean. Set it to true to disable Trace’s AI features.

User sees: The scale tool opens manual scale entry instead of AI Scale. AI Stencils are unavailable, and RoomPlan is omitted from the new-project choices.

Practical effect: No AI features are available, and Trace does not perform AI processing while this restriction is active.

trace.disableICloud

Administrator sets: A Boolean. Set it to true to remove the Trace setting for iCloud project sync.

User sees: The iCloud Sync section is absent from Trace Settings. Projects stored locally on the device remain available.

Practical effect: Trace’s settings paths reject attempts to turn iCloud sync on while the restriction is active. This key does not disable local project storage.

trace.disableExportFormats

Administrator sets: An array containing any combination of pdf, psd, dxf, png, and jpg.

User sees: Restricted formats are removed from Trace’s export choices. If all non-project export choices are restricted, the corresponding export entry may be unavailable.

Practical effect: Matching is case-insensitive. Trace exposes PNG and JPG through one image-export option, so either png or jpg suppresses that combined option. An omitted or empty array leaves all formats available.

trace.restrictFileDestination

Administrator sets: The string vectorworks or sharesheet.

User sees: Export presents only the permitted destination when that destination is supported by the selected export type.

Practical effect: vectorworks permits Vectorworks Cloud and blocks the system share sheet. sharesheet permits the system share sheet and blocks Vectorworks Cloud. Matching is case-insensitive. A missing, blank, or unsupported value is unrestricted.

trace.disableTelemetry

Administrator sets: A Boolean. Set it to true to disable telemetry for the organization.

User sees: No telemetry preference is added. Managed Access shows the organization setting, push reports as disabled, and Trace does not request push notification permission.

Practical effect: Trace stops telemetry and operational push services, and clears locally stored Trace usage data and unsent crash reports. Relaunch Trace after a policy change before validating crash reporting.

Restrictions and Defaults

  • All keys are optional. A restriction key is enforced independently of trace.managed.
  • For trace.disable... Boolean keys, true disables the named capability; false or omission leaves normal behavior in place.
  • trace.disableExportFormats defaults to an empty array. Format identifiers are normalized to lowercase.
  • trace.restrictFileDestination restricts only for vectorworks and sharesheet; any other value is treated as unrestricted.
  • Trace refreshes managed configuration when it enters the foreground. Controls and workflows built after that refresh use the current policy.

Telemetry Policy

Setting trace.disableTelemetry to true prevents Trace from collecting or sending telemetry. It also clears stored Trace usage data and unsent crash reports, and disables operational push setup. Because crash-reporting changes take effect on the next launch, terminate and relaunch Trace when testing a telemetry-policy change.

Jamf Pro

For a managed Trace App Store app in Jamf Pro, this recommended example can be used in App Configuration:

<dict>
	<key>trace.requireVWDomain</key>
	<true/>
	<key>trace.managed</key>
	<true/>
</dict>

Use Jamf’s AppConfig Generator with the Trace AppConfig Spec to choose any supported settings and export a configuration for your MDM. The spec itself is not sent to devices.

Jamf can make an existing Trace installation managed. This changes the app’s management state; it does not change Trace accounts or move projects. See Jamf’s Converting an Unmanaged App to Managed documentation for enrollment-specific requirements.

Microsoft Intune

For an iOS/iPadOS Managed devices configuration policy in Microsoft Intune, the recommended Trace values are:

Configuration key Value type Value
trace.requireVWDomainBooleantrue
trace.managedBooleantrue

Use the native Boolean type rather than the strings "true" and "false".

Managed Access and Verification

For users signed in through Vectorworks, the project sidebar includes Managed Access. Organization settings are read-only. Configured values show their current state, while omitted Trace settings appear as Not Set.

For a deployment check:

  1. Assign the managed app configuration to a test device running the intended Trace build.
  2. Launch Trace or return it to the foreground so the configuration is read.
  3. Confirm the two baseline values in Managed Access.
  4. Sign out if necessary, then confirm that Vectorworks SSO is the only login presentation and consumer subscription UI is absent.
  5. Exercise each additional restricted workflow the organization configured.
  6. After changing trace.disableTelemetry, terminate and relaunch Trace before validating crash collection.