This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revision Previous revision
create_a_new_profile [2015/12/14 19:58]
create_a_new_profile [2015/12/15 14:46] (current)
jrodriguez [Before Beginning]
Line 1: Line 1:
 +===== 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}}

©2015 iPass Inc. All rights reserved. Terms of Use