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create_a_new_profile [2015/12/14 19:58] jrodriguez |
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+ | ===== Creating a New Profile ===== | ||
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+ | You can create a new profile in one of three ways: brand new, from a [[:manage_templates|profile template]], or copied from an existing profile. | ||
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+ | ==== The Profile Lifecycle ==== | ||
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+ | The profile management lifecycle includes the following phases: | ||
+ | * **[[configuration_settings|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_a_profile|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. | ||
+ | * **[[profile_deployment|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 ==== | ||
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+ | 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: | ||
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+ | * 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. | ||
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+ | {{:create_profile.png?600}} | ||
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+ | **To create a new profile:** | ||
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+ | - Click **Configuration** > **Manage Profiles**, and then click **Create**. | ||
+ | - **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. | ||
+ | - On the **Creating a Profile** page, review the information presented, and then click **Continue**. | ||
+ | - 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<nowiki> (_</nowiki>). | ||
+ | - Under **Description**, type a short description of the profile. | ||
+ | - Under **Platform**, pick an operating system platform from the drop-down list. | ||
+ | - 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. | ||
+ | - 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. | ||
+ | - 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. | ||
+ | - 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: | ||
+ | * [[:configuration_settings|Configuration Settings]] | ||
+ | * [[:connectivity|Connectivity]] | ||
+ | * [[:client_look_and_feel|Client Look and Feel]] | ||
+ | * [[:integration|Integration]] | ||
+ | * [[:localization|Localization]] | ||
+ | - Choose the values for the setting as needed, then click **Save.** | ||
+ | - Continue editing additional configuration settings as desired. | ||
+ | - When complete, click **Save** to save the profile. (You can also save the profile and go back to edit it in the future.) | ||
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+ | ---- | ||
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+ | Go to: **[[:portal_guide|Portal Guide]] > [[:configuration_tab|Configuration Tab]] > [[:manage_profiles|Manage Profiles]]** | ||
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+ | {{tag>profile_management open_mobile_portal}} | ||
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