Managing Service Packages

A Service Package is created by selecting the platforms and other included options included. You can then assign your customers to the Service Package.

Access to functions on the Open Mobile Portal is controlled by roles to which Portal administrators are assigned. In order to manage Service Packages, an Open Mobile administrator must possess the Partner Service Package Manager role.

Creating a New Service Package

To create a new Service Package:

  1. Click the Service Packages tab.
  2. Click Define New Package.
  3. Set the basics of the Service Package.
    • Name: Name the Package.
    • Description: enter a short description of the Service Package.
  4. 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.
  5. 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.
  6. Optionally, under Directory Management select Specify preassigned and excluded directories.
    1. Select Allow removal of preassigned directories to allow child accounts to remove preassigned directories from their profiles.
    2. Select Allow re-prioritization of preassigned directories to allow child accounts to re-prioritize the preassigned directories in their profiles.
    3. Select Allow customer to change Authentication Settings for preassigned directories to allow child accounts to change Authentication Settings for the preassigned directories.
  7. 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.
  8. Click Save. The Service Package is created with a status of Draft.

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.

Deleting a Service Package

A non-default Service Package can be deleted.

Note: You cannot delete a default service Package. To delete a default package, first designate a new Package as the default, and then delete the undesired Package.

To delete a Service Package:

  1. On the Manage Service Packages page, choose the Service Package to be deleted.
  2. In the Actions drop-down, select Delete.
  3. Click Yes to confirm deletion.

Publishing a Draft Service Package

When a draft Service Package is complete, you can publish it, which then enables you to assign customers to the Package.

To publish a draft Service Package:

  1. On the Manage Service Packages page, choose the Service Package to be deleted.
  2. In the Actions drop-down, select Publish. The status of the Package changes from Draft to Published.

New Versions of Open Mobile

Note that a Service Package only includes the versions of the software you have chosen explicitly. As new versions of Open Mobile become available over time, you must opt to include these in any of your existing service packages in order for the new versions to become available to customers. They will not be added to your existing service packages automatically.

Adding a version of Open Mobile to a published service package is simple: Edit the service package, and select the box corresponding to the new Open Mobile version. Then, save the service package, and re-publish it. Customers assigned to the service package will then be able to create profiles corresponding to the new version of Open Mobile.

 

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