Creating a New Profile

You can create a new profile in one of three ways: brand new, from a profile template, or copied from an existing profile.

The Profile Lifecycle

The profile management lifecycle includes the following phases:

  • Configuration: During the Configuration phase, you configure a profile using the Configuration tools in the iPass Portal. You choose the settings for connectivity, policy, and security for your users. When a profile is being configured, it is considered a draft and has the status of In Progress. You may only have one profile at a time with a status of In Progress.
  • Testing: During the Testing phase, a profile is tested with a limited set of users to make sure it fully addresses the requirements of the set of users for which it is intended. Modifications made to a profile during testing will create a new version of the profile. Profiles being tested have a status of Test. You may have any number of Test profiles.
  • Production: Profiles in Production may be deployed to your user base and have the status of Production. You may have any number of Production profiles.

Before Beginning

Before starting your profile configuration, you should have an understanding of the mobility needs of your end users, to determine whether you want company-wide or separate department-level profiles. Other information you should be prepared with includes:

  • The operating system platform (Universal Windows, Windows, Windows Touch, Mac OS X, Android, ChromeOS, or iOS).
  • Any routing prefixes or domains your company uses.
  • Security considerations, such as whether you will integrate a VPN with iPass.
  • Policy enforcement considerations, such as whether you will integrate an anti-virus or personal firewall solution.
  • If the profile will be based on a template, the name of the template used.

To create a new profile:

  1. Click Configuration > Manage Profiles, and then click Create.
    1. Optional: if this is your first iOS or Android profile and you would like it to be your favorite profile, click the Android or iOS button (with the red star) next to the Create button. If you already have an Android or iOS profile, these buttons will not appear.
  2. On the Creating a Profile page, review the information presented, and then click Continue.
  3. Under Profile Name, type the name of the profile. A profile name must be an alphanumeric string, 100 or less characters in length, and can only include the following special characters: ampersand (&), period (.), space ( ), hyphen (-), and underscore (_).
  4. Under Description, type a short description of the profile.
  5. Under Platform, pick an operating system platform from the drop-down list.
  6. Under Software Version, pick a version for the client software from the drop-down list. Version selection will determine the feature base available to you for configuration.
  7. Under How would you like to create a profile?, select one of the following:
    • Create brand new profile: Create a new profile with empty configuration settings.
    • Create profile from template: Use the pre-configured settings from the selected template. If chosen, select the profile template you wish to use from the drop-down list of your published templates. (The name of the selected template is displayed next to the drop-down.)
    • Create from an existing profile: Create a copy of an existing profile, which you will then be able to modify. If chosen, select the existing profile from the list that you will copy.
  8. Click Save & Continue. A newly created profile is automatically assigned a new Profile ID, given a version number of .001, and a status of In Progress.
  9. To configure the newly created profile, on the Configure Profile page, select a configuration setting, and then click Configure. (A profile created from a template or from an existing profile will have many or all configuration settings already configured.) Please see:
  10. Choose the values for the setting as needed, then click Save.
  11. Continue editing additional configuration settings as desired.
  12. When complete, click Save to save the profile. (You can also save the profile and go back to edit it in the future.)

Go to: Portal Guide > Configuration Tab > Manage Profiles


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