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create_a_service_package [2012/08/03 23:13]
sco
create_a_service_package [2014/04/11 17:52] (current)
ybarajas
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 +====== Create a Service Package ======
 +
 +
 +**To create a Service Package:** 
 +
 +
 +    - Click **Define New Package.**
 +    - Set the basics of the Service Package.
 +      * **Name:**  Name the Package.
 +      * **Description:**  enter a short description of the Service Package.
 +    - Under **Client Versions,**  select the client versions to be included in the Package by checking the corresponding checkboxes. To select all clients for a given platform (for example, all Android clients), select the name of the platform.
 +    - Optionally, under **Client Configuration**:
 +      * **Client Co-brand:**  if selected, a Service Package customer will be able to co-brand the client portal with an additional custom logo.
 +      * **White-Label Android Client:**  if selected, the Service Package customer will be able to produce a white-label (completely unbranded) version of the Android client.
 +      * **Provider Logo:**  Select **Include a provider logo in the client**  to display a provider logo in all supported clients.
 +        * Select **Default provider logo**  to include the default iPass label.
 +        * Select **Customize provider logo in the client**  to include a custom logo. The file has to be in PNG format, less than 5 KB, and it should be 60 pixels wide by 28 pixels high.
 +    - Optionally, under **Directory Management**  select **Specify preassigned and excluded directories**.
 +      - [[:preassign_directories_in_service_packages|Preassign directories]] 
 +      - [[:change_authentication_settings_in_service_packages|Change Authentication Settings]] 
 +      - [[:exclude_ipass_directories_in_service_packages|Exclude iPass directories]] 
 +      - Select **Allow removal of preassigned directories**  to allow child accounts to remove preassigned directories from their profiles.
 +      - Select **Allow re-prioritization of preassigned directories**  to allow child accounts to re-prioritize the preassigned directories in their profiles.
 +      - Select **Allow customer to change Authentication Settings for preassigned directories**  to allow child accounts to change Authentication Settings for the preassigned directories.
 +    - Optionally, under **Portal Configuration**,
 +      * In **Brand,**  select the name of a previously created Portal brand from the drop-down list.
 +      * In **Reports,**  choose one of the following:
 +        * **Include All Reports:**  include all available reports in the Service Package.
 +        * **Exclude Selected Reports:**  include a subset of reports in the Service Package. In the **Allowed Reports**  column, select the report you wish to exclude. Then, using the arrow keys, move the selected report to the **Restricted Reports**  column. Restricted reports will not be available to customers with the Service Package.
 +    - Click **Save.**  The Service Package is created with a status of Draft.
 +
 +
 +<note important>Any child accounts that have created or started to create profiles with assigned directories that do not follow the directory management settings later applied to their service package will have to completely reassign directories the next time they edit, upgrade, or publish the profile.</note>
 +
 +
 +Go to: **[[:portal_guide|Portal Guide]] > [[:manage_service_packages|Manage Service Packages]]** 
 +
 +
 +{{tag>service_packages}}
  
 

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