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managing_service_packages [2012/04/25 21:49]
cpanell [Publishing a Draft Service Package]
managing_service_packages [2012/04/09 22:09] (current)
cpanell [Creating a New Service Package]
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 +====== 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:**
 +
 +  - Click the **Service Packages** tab.
 +  - 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> 
 +===== 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:**
 +
 +  - On the **Manage Service Packages** page, choose the Service Package to be deleted.
 +  - In the **Actions** drop-down, select Delete.
 +  - 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:**
 +
 +  - On the **Manage Service Packages** page, choose the Service Package to be deleted.
 +  - 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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