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How to clone and customize a profile then apply it to devices

Release Time
05/26/2020
Views
927 times
Category
profiles
Tags


  • Configuration profiles let you specify a device's network access rights, overall security policy, scan schedule and other general settings.

  • Once created, profiles can be applied to devices/device groups, and users/user groups.

  • You can use a Xcitium-provided 'Default' profile, or configure your own custom profile.

  • 'Cloning' a profile is a fast way to create a custom profile without starting from scratch. You can just edit the cloned profile to implement the specific settings you want.

Clone a profile

  • Log into Xcitium

  • Click ‘Applications’ > ‘Endpoint Manager’

  • Click 'Configuration Templates' > 'Profiles'

Select the profile you want to clone

  • Click the 'Default Profiles' tab if you want to use a Xcitium preset as your template. The settings in default profiles are explained here and here
  • Make sure the profile you select is designed for the OS of your target devices

  • You can filter profiles by clicking the funnel icon on the right

  • Click the 'Clone Profile' button.

  • Provide a name and description for the profile then click 'Clone':

  • Your new profile is now ready for customization and deployment.

Customize the profile

  • Log in to Xcitium. Click 'Applications' > 'Endpoint Manager'

  • Click 'Configuration Templates' > 'Profiles'

  • Click the name of the profile you just cloned. This will open the profile configuration screen.

    • You can now configure the profile as you see fit

    • Click the 'Add Profile Section' button if you wish to add a new module.

    • You can find help on specific profile settings in other articles in this wiki. Try searching for the item you need help with at https://wiki.xcitium.com/frontend/web/

    • The Endpoint manager user guide also has lots of help with profile settings. Click here to view.

  • Click 'Save'.

Deploy the profile to devices

  • Log in to C1. Click 'Applications' > 'Endpoint Manager'

  • Click 'Devices' > 'Device List' > 'Device Management'

  • Select the devices to which you want assign your new profile

    • OR click 'Group Management' and select a device group

  • Click the 'Manage Profiles' button:

 

  • Click the 'Add Profiles' button:

 

  • Select your new profile from the list:

 

  • Click "Save" to apply the profile to the target devices/groups

  • The profile will be applied to the targets on the next sync

  • The profile will be listed in the device or group's 'Associated Profiles' area:

Remove the profile:

  • Select the devices in which you want to remove the profile.

    • OR click 'Group Management' and select a device group

  • Click the 'Manage Profiles' button:

  • Select your profile and click 'Remove Profiles' button.