Device Profile

The Device Profile is the central tab to edit the most relevant attributes about a device

Defining the Device Profile

🗒️The Device Profile contains the following:

• Core Properties

• Security Properties

• Assigned Policies

• Extended Properties

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Core Properties

What are Core Properties?

🗒️Core Properties of a Device are:

• the Security ID established for the Device

• the Name of the Device

• the Created By

  • Who created this Device, and

  • When this device was created

• the Updated By

  • Who last updated this Device, and

  • When they last updated this device

Reconfiguring Security ID and Name

❗These fields cannot be updated after they are configured.

❌If the Device is registered using the wrong name:

• Delete the existing Delete from the system

• Re-register the Device with the new name

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Security Properties

Security Properties are attributes related to Device authentications and secrets

Security Properties

🗒️Security Properties are:

• The last authentication processed by the Device

• The number of invalid authentications encountered by the Device

• The secret used for the Device

Out of the above properties, only Invalid Authentications and Device Secret can be updated

🔁Resetting Invalid Authentications

Once a Device has reached the maximum amount of Invalid Authentications, the Device will become locked. After, a device will need to have its count reset.

🚧To reset Invalid Authentications for a Device, please follow the steps below:

1

Follow the steps in [editing a device](#Editing a Device) and scroll to the Security Properties Panel.

2

Click on the Reset button in the Invalid Authentications field

After...

A confirmation pop will appear.

3

Click the Ok button to confirm resetting the invalid authentications counter

4

Verify that the invalid authentications count has changed

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✏️Editing Device Secret

A Device secret can be established to increase security in authenticating a device

🚧To edit a Device Secret for a Device, please follow the steps below:

1

Follow the steps in [editing a device](#Editing a Device) and scroll to the Security Properties Panel.

2

Click on the Edit button.

After...

The Device Secret should display a new input.

3

Enter the new secret into the Device Secret input.

4

Click the Save button

After...

A confirmation popup will display.

5

Click the Ok button to confirm setting the Device Secret.

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🔁Resetting Device Secret

When a Device's secret has become unwanted or undesired, a device secret can be reset.

🚧To reset a Device Secret for a Device, please follow the steps below:

1

Follow the steps in [editing a device](#Editing a Device) and scroll to the Security Properties Panel.

2

Click on the Reset button.

After...

A confirmation popup will display.

3

Click the Ok button to confirm setting the Device Secret.

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Assigned Policies

Assigned Policies are the actions that the Device is allowed to perform, or restricted from performing.

Limits to Policies Assigned

❗There can be many policies applied to a device.

✅You may apply as many policies as the system has policies for

✏️Managing Assigned Policies

🚧To manage Assigned Policies for a device, please read the sections below:

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➕Adding a Policy to a Device

If a Device requires a particular Policy to function, a Policy can be added

🚧 To add a new Policy to a Device, please follow the steps below:

1

Follow the steps in [editing a device](#Editing a Device) and scroll to the Assigned Policies Panel.

2

Click on the Add input. A dropdown should appear.

3

Select a policy.

Selecting and Filtering a Policy

This can be done by clicking on one of the options.

🔍You can search for the policy by typing in the text-field. 🔽This will filter the list of available policies.

4

Click the Add button.

5

Verify the policy is now present in the Policies Table

6

Select the appropriate permission for that policy

Available Permissions

Please select the appropriate permission for the policy based upon the descriptions below:

• 👍Grant the User this policy (e.g. The User is allowed to change passwords)

• 👎Deny the User this policy (e.g. The User is restricted from changing passwords)

• ⬆️Elevate the policy for the User (e.g. The User is elevated to change password)

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✏️Changing Permission of a Policy for a Device

Permissions are a grant on a particular policy

🚧 To change a Permission of an existing Policy assigned to a Device, please follow the steps below:

1

Follow the steps in [editing a device](#Editing a Device) and scroll to the Assigned Policies Panel.

2

Locate the Policy in the Policies Table

Searching for a Policy

Searching for a Policy can be done by:

• 👀manually finding the record, or

• 🔍using the search field (located in the top right-hand corner of the table)

3

Click the appropriate permission button for that policy

Permissions for a Policy

🗒️Permissions for a policy can be any one of:

• 👍Grant the Device this policy (e.g. The Device is allowed to change passwords)

• 👎Deny the Device this policy (e.g. The Device is restricted from changing passwords)

• ⬆️Elevate the policy for the Device (e.g. The Device is elevated to change password)

4

Verify that the permission changed

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❌Removing a Policy from a Device

When a Policy for a Device is no longer desired or needed, a Policy can be removed

🚧 To remove an existing Policy from a Device, please follow the steps below:

1

Follow the steps in [editing a device](#Editing a Device) and scroll to the Assigned Policies Panel.

2

Locate the Policy in the Policies Table

Searching for a Policy

Searching for a Policy can be done by:

• 👀manually finding the record, or

• 🔍using the search field (located in the top right-hand corner of the table)

3

Click the Remove button. After a confirmation popup will display.

4

Click the Ok button to confirm.

5

Verify that the Policy is now removed from the Policies Table

In this Example

❗This Device only had one Policy applied

🧮Therefore, zero policies should be present after removing the policy

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Extended Properties

Extended properties are the relative information about a device

What are Extended Properties?

🗒️Extended Properties are:

• The model name of the Device

• The operating system used by the Device

• The designated facility for the Device

• The designated person (i.e. the primary User) for the Device

📝All of the properties listed above can be modified by an administrator.

✏️Editing Extended Properties

Extended properties of a Device can be updated at any moment.

🚧To update the Extended Properties of a Device, please follow the steps below:

1

Follow the steps in [editing a device](#Editing a Device) and scroll to the Extended Properties Panel.

2

Click the Edit button in the Extended Properties panel header

After...

The Extended Properties should enable editing of the fields

3

✨(Optional) Enter a new model name into the Model Name input.

4

✨(Optional) Enter a new operating system into the Operating System input.

5

✨(Optional) Configure a new designated facility for the Device.

Assigning a Designated Facility

📝Assigning a designated facility will only allow the device to access information pertaining to that facility.

🚧Configuring a designated facility can be done by clicking the Designated Facility input, then selecting a facility option.

Filtering Options for a Designated Facility

🔍You can filter the options by typing the desired facility in the text-field

6

✨(Optional) Configure a designated person for the device.

Configuring a Designated Person

Configuring a designated person will configure the User selected as the primary user.

🚧Configuring a designated person can be done by clicking the Designated Person input, then selecting a User option.

Filtering Designated Persons

🔍You can filter the options by typing the desired facility in the text-field

7

Click the Save button in the Extended Properties Panel header

8

Verify that the updates match the ones displayed in the Extended Properties Panel.