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

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

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

✏️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.

🔁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.

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:

➕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)

✏️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

❌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

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.

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