Oloid Connect iPhone - How to Create and Configure Endpoint Template

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Introduction

This document provides instructions for creating and configuring the Oloid Connect Endpoint Template. Tenant Admins and Supervisors in the Oloid Connect application can apply the template to configure endpoint-specific settings.

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Prerequisite

You must have a Tenant Admin Account.

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Steps to create Endpoint Template

1. Log in to the Tenant Admin Portal. The Application page is displayed.
2. Select Endpoint from the left menu panel. The Endpoint page is displayed.
3. On the top right click Endpoint Template. The Endpoint Template page is displayed.
4. On the top right, click Create Template. The Create New Template pop-up is displayed.
5. Do the following:
   1. Enter Template Name.
   2. Select Application Type as Oloid Verify from the dropdown list.
   3. Select Endpoint Type as Oloid Connect from the dropdown list.
   4. Click Create. The Endpoint is created and listed successfully on Endpoint Template page.
6. Click Endpoint Template to be configured from the listed templates.
7. Configure the following:
   1. Details tab
   2. Configure tab The Endpoint Template is configured successfully.

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Configure Details Tab

1. Edit Template Name (If required).
2. Enter Template Description. (Optional)
3. Select Endpoint Type from the dropdown list.
4. Select Timezone from the dropdown list. (Optional)
5. Enter name in Name Endpoint As text field. (Optional)
6. Select Location from the dropdown list. Once selected, this activates the Building field. (Optional) For more information on creating a location, refer How to create a new location and add location details
7. Select Building associated with the chosen locationfrom the dropdown list. Once selected, this activates the area field. (Optional)
8. Select area within the building from the dropdown list. (Optional)
9. Click Save.
   Note: The Building and Area fields remain disabled until a valid Location is selected.
   Note: Configure settings only if they are applicable. Consult your Oloid representative before making any changes.
   The Details tab is configured successfully.

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Setting up Configure Tab

1. Endpoint Settings
2. Group tab
3. Web Button tab
4. Integration tab
5. Health Setup tab

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Configure Endpoint Setting Tab

1. Use Endpoint in Admin Mode Only: Enable this toggle to restrict the endpoint device to admin mode and discard user’s access control.
2. Capture Location: Enable this toggle to capture location on the endpoint for each transaction. Note: Location Permission on the Endpoint device must be enabled to Capture Location.
3. Generate Debug Logs: Enable this toggle to generate debug logs for the endpoint. Logs are saved locally on the device.
4. Enable Landscape Mode for Preview Screen: Enable this toggle to allow the user preview screen to switch from portrait to landscape orientation.
5. Click Save. The Endpoint Settings tab is configured successfully.
   Note: Configure settings only if they are applicable. Consult your Oloid representative before making any changes.

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Groups Tab

1. Click +Add Group. The Add Group pop-up is displayed.
2. Select Group(s) from the dropdown list.
3. Click Add. The group is added and listed in the Group Name section.
   Note: Configure settings only if they are applicable. Consult your Oloid representative before making any changes.

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Configure Web Button Tab

1. Enable Web Button toggle to activate the web button on the endpoint preview screen to view transaction.
   1. Enter URL.
      Note: You have to enter the URL of the website where the user will review the punches.
   2. Enter Timeout duration.
2. Enable Show only on Auth to allow the web button to appear only after successful authorization.
3. Enable Auto Launch to automatically launch the web button and view transaction.
4. Click Save. The Web Button tab is configured successfully.
   Note: Configure settings only if they are applicable. Consult your Oloid representative before making any changes.

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Configure Integration Tab

The Integration section allows the Oloid Admin to configure post-authentication actions for the template. These actions can include API calls, relay triggers, or updates to external systems, triggered after user authentication. (Optional)

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Configure Health Setup Tab

Enable Health Alerts Do the following:

1. Turn on Enable Health Alerts toggle to monitor the health of the paired endpoints. (Optional)
2. Enter email ID(s) in Add recipients for Endpoint Health Alerts whom you want to share the health alert notifications. (Optional)
3. Set Email frequency in Hours and Mins to adjust the frequency of email notifications.
4. Click Save to apply your changes. The Health Alert is configured for the endpoint.

Add URLs to Monitor Do the following:

1. Enter Server Name.
2. Enter URL in Add URL that needs to be monitored field.
3. Click Add.

The Endpoint Template is created and configured successfully.