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Introduction

The DeviceLock Endpoint Template in the Tenant Admin Portal allows admin to create and manage standardized configurations for DeviceLock endpoints, including access controls, logging preferences, integrations, and health alerts.

Prerequisite

You must have a Tenant Admin Account.

Steps to Create Endpoint Template

  1. Log in to the Tenant Admin Portal.
  2. On the homepage, select Endpoint from the left menu panel. How to Create and Configure DeviceLock... - screenshot 1 The Endpoints page is displayed.
  3. Click Endpoint Templates from the top right. How to Create and Configure DeviceLock... - screenshot 2 The Endpoints Templates page is displayed.
  4. Click Create Template from the top right. How to Create and Configure DeviceLock... - screenshot 3 The Create New Template pop-up box is displayed.
  5. Do the following:
    1. Enter Template Name.
    2. Select Passwordless in Application type from the dropdown list.
    3. Select DeviceLock for Endpoint Type from the dropdown list.
    4. Click Create.
How to Create and Configure DeviceLock... - screenshot 4 The DeviceLock endpoint template is created and listed in Endpoint Template page. How to Create and Configure DeviceLock... - screenshot 5

Steps to Configure Endpoint Template

  1. Select DeviceLock endpoint name to configure. How to Create and Configure DeviceLock... - screenshot 6 The Template Details page is displayed. How to Create and Configure DeviceLock... - screenshot 7
  2. Configure the following tabs:
    1. Details tab
    2. Configure tab

Configure Details Tab

  1. Edit Template Name (If required).
  2. Enter Template Description. (Optional)
  3. Enter name in Name Endpoint As text field. (Optional)
  4. Select Time Zone from the dropdown list. (Optional)
  5. Click Save. How to Create and Configure DeviceLock... - screenshot 8 The Details tab is configured successfully. How to Create and Configure DeviceLock... - screenshot 9

Setup Configure Tab

Go to configure tab and do the following: Endpoint Setting Groups Integration Health Setup

Endpoint Setting

  1. Turn on Use Endpoint in Admin Mode Only toggleto disable user’s access control.
  2. Turn on Capture Location toggle to activate the location capture on the endpoint for every transaction.
    Note: Enable the location permission of the device to make Capture Location feature functional.
  3. Turn on Generate Debug Logs toggle to activate log generation for endpoint until disabled.
Click Save. How to Create and Configure DeviceLock... - screenshot 10 The Endpoint setting is configured successfully. How to Create and Configure DeviceLock... - screenshot 11

Groups

  1. Select Groups option from left menu panel > click Add Group. How to Create and Configure DeviceLock... - screenshot 12
  2. The Add Group pop-up box is displayed.
  3. Select Group(s) from the dropdown list.
  4. Click Add. How to Create and Configure DeviceLock... - screenshot 13
The group is added successfully. How to Create and Configure DeviceLock... - screenshot 14

Integration

You can enable those Integrations which are requiredto perform local actions or on-premises processing. How to Create and Configure DeviceLock... - screenshot 15

Health Setup

  1. Turn on Enable Health Alerts toggle to get endpoint health notification. (Optional)
  2. Enter Email ID to whom you want to share the health alerts in Add recipients for Endpoint health Alerts fields. (Optional)
  3. Set alert email frequency in hours and minutes.
  4. Click Save.
  5. Enter Server Name.
  6. Enter URL in Add URL that needs to be monitored.
Click Add. How to Create and Configure DeviceLock... - screenshot 16 You have successfully configured health setup. How to Create and Configure DeviceLock... - screenshot 17