Product Documentation

To configure enrollment modes and enable the Self Help Portal

Apr 01, 2015

You configure device enrollment modes to allow users to enroll their devices in XenMobile. XenMobile offers seven modes, each with its own level of security and steps users must take to enroll their devices. You can make some modes available on the Self Help Portal, where users can log on and generate enrollment links that allow them to enroll their devices or choose to send themselves an enrollment invitation.

You configure enrollment modes in the XenMobile console from the Settings > Enrollment page. You send enrollment invitations in the XenMobile console from the Manage > Enrollment page (see Enrolling Users and Devices in XenMobile).

Note: If you plan to use custom notification templates, you must set up the templates before you configure enrollment modes. For more information about notification templates, see To create or update notification templates in XenMobile.
  1. On the XenMobile console, click Configure > Settings > Enrollment.


    Select enrollment

    The Enrollment page appears, containing a table of all available enrollment modes.


    Enrollment page

  2. Select any enrollment mode in the list to edit and then set the mode as the default, delete the mode, or allow users access through the Self Help Portal.
    Note: When you select the check box next to an enrollment mode, the options menu appears above the enrollment mode list; when you click anywhere else in the list, the options menu appears on the right side of the listing.


    Select enrolllment mode

To edit an enrollment mode

  1. In the Enrollment list, select an enrollment mode and then click Edit. Depending on the mode you select, you may see different options than the options shown in the following figure.


    Edit enrollment mode

  2. Change the following information as appropriate:
    1. Expire after: Enter an expiration deadline after which users cannot enroll their devices.
      Note: Enter 0 to prevent the invitation from expiring.
    2. Days: Select Days or Hours to correspond to the expiration deadline you entered in Expire after.
    3. Maximum attempts: Enter the number of attempts to enroll that a user can make before being locked out of the enrollment process.
      Note: Enter 0 to allow unlimited attempts.
    4. PIN length: Enter a numeral for how many digits/characters the generated PIN will contain.
    5. Numeric: Select Numeric or Alphanumeric for the PIN type.
  3. Under Notification templates, change the following settings as appropriate:
    1. Template for enrollment URL: Select a template to use for the enrollment URL. For example, the Enrollment invitation template sends users an email or SMS depending on how you configured the template that lets them enroll their devices in XenMobile. For more information on notification templates, see To create or update notification templates in XenMobile.
    2. Template for enrollment confirmation: Select a template to use to inform a user that enrollment was successful.
  4. Click Save to commit your changes.


    Enrollment changed

To set an enrollment mode as the default

When you set an enrollment mode as the default, the mode is used for all device enrollment requests unless you select a different enrollment mode. If no enrollment mode is set as the default, you must create a request for enrollment for each device enrollment.

Note: Only Username + Passwords, Two Factor, or Username + PIN can be set as the default enrollment mode.
  1. Select one of Username + Passwords, Two Factor, or Username + PIN to set as the default enrollment mode.
    Note: The selected mode must be enabled to be set as the default.
  2. Click Default. The selected mode is now the default. If any other enrollment mode was set as the default, the mode is no longer the default.


    Set default enrollment mode

To disable an enrollment mode

Disabling an enrollment mode makes it unavailable for use, both for group enrollment invitations and on the Self Help Portal. You may change how you allow users to enroll their devices by disabling one enrollment mode and enabling another.

  1. Select an enrollment mode.
    Note: You cannot disable the default enrollment mode. If you want to disable the default enrollment mode, you must first remove its default status.
  2. Click Disable. The enrollment mode is no longer enabled.


    Disable enrollment

To enable an enrollment mode on the Self Help Portal

Enabling an enrollment mode on the Self Help Portal lets users enroll their devices in XenMobile individually.

Note:
  • The enrollment mode must be enabled and bound to notification templates to be made available on the Self Help Portal.
  • You can only enable one enrollment mode on the Self Help Portal at a time.
  1. Select an enrollment mode.
  2. Click Self Help Portal. The enrollment mode you selected is now available to users on the Self Help Portal. Any mode already enabled on the Self Help Portal is no longer available to users.


    Enable self help portal