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create_a_new_profile [2015/12/14 19:58]
jrodriguez
create_a_new_profile [2015/12/15 14:46] (current)
jrodriguez [Before Beginning]
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 +===== Creating a New Profile =====
 +
 +
 +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.
 +
 +==== The Profile Lifecycle ====
 +
 +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 ====
 +
 +
 +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.
 +
 +
 +{{:create_profile.png?600}} 
 +
 +
 +**To create a new profile:** 
 +
 +
 +    - 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.)
 +
 +----
 +
 +Go to: **[[:portal_guide|Portal Guide]] > [[:configuration_tab|Configuration Tab]] > [[:manage_profiles|Manage Profiles]]** 
 +
 +{{tag>profile_management open_mobile_portal}}
 +
  
 

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