Customer Portal Guide
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05-07-2024 03:05 AM - edited 05-08-2024 03:02 AM
Open the portal. Sign in using the Google Account used to login to the old portal.
Navigation panel item |
What you can do with this |
Configurations |
You can create, edit and delete EMM configurations here. You can also set a default configuration for any devices added to zero-touch enrollment going forward. See Configurations. |
Devices |
You can browse or search for devices and then apply your configurations to them. You can also deregister devices from zero-touch enrollment here. See Devices. |
Users |
If you’re an account owner, you can add, edit, or delete users to manage portal access for your organization. |
Resellers |
You can add additional resellers here if you need to share your account with multiple resellers. |
Customer details |
You can view the customer name and customer ID and delete the account. Note: Once the account is deleted, you will need to reach out to the reseller to recover the account. |
For instructions for device users on how to use zero-touch enrollment, see the instructions for users.
Configurations
You set provisioning options for your devices using a configuration. Each configuration combines the following:
- The EMM device policy controller (DPC) you want to install on the devices.
- EMM policies you want to enforce on the devices.
- Metadata that's displayed on the device to help your users during setup
Your organization can add more configurations as you need them.
Add a configuration
Before you add a configuration, check that you have access to your EMM console. You’ll need to copy and paste your mobile policy data from your EMM console to the portal. To add a configuration for your organization's devices, follow the steps below:
- Open the portal. You might need to sign in.
- Click Configurations in the navigation panel.
- Click + Add Configuration.
Use the notes below to help you complete the new configuration panel.
Name
Give your configuration a name that describes its purpose. Choose a short, descriptive name that's easy to find in a menu. For example, the Sales team or Temporary employees.
EMM DPC
Select your EMM's DPC app. If you don't see your EMM's DPC listed, contact your EMM provider to confirm that they support zero-touch enrollment.
DPC extras
Set your organization's EMM policy data that's passed to the DPC. Copy the JSON-formatted text from your EMM console.
Company name
Set this to the name of your organization. Zero-touch enrollment shows this company name to your device users during device provisioning. Shorter names that are easily recognized by your organization's employees work best.
Support email address
Set this to an email address your device users can contact to get help. This is typically your internal support email address, for example, it-support@xyzcorp.com. Zero-touch enrollment shows this email address to device users before device provisioning. Because device users can see the email address but can't click it to send a message, choose a short email address which users can type on another device.
Support phone number
Set this to a telephone number your device users can call, using another device, to get help. This is typically the phone number of your IT support team. Zero-touch enrollment shows this number to your device users before device provisioning. Use the plus sign, hyphens, and parentheses to format the telephone number into a pattern that your users will recognize.
Custom Message
Optionally, add one or two sentences to help your users contact you or give them more details about what’s happening to their device. Zero-touch enrollment shows this message before the device is provisioned.
Now that you've created a configuration, we recommend you set a default configuration.
Assign a default configuration
Choose a default configuration that zero-touch enrollment applies to any new devices your organization purchases in the future. Follow the steps below:
- Open the portal. You might need to sign in.
- Click Configurations in the navigation panel.
- Click on the edit icon and select the configuration you want applied to new devices in the Default configuration panel.
- Click Save.
Devices
Use the portal to apply configurations to devices or deregister devices from zero-touch enrollment. After you apply a configuration to a device, the device automatically provisions itself on first boot, or next factory reset.
Dual-SIM devices
A dual-SIM device includes two discrete modems and has two IMEI numbers. It’s recommended for the resellers to register dual-SIM devices with the numerically lowest IMEI number. Upon device boot up, the device gets detected by Zero-touch, initiating the enrollment process. If your dual-SIM device has issues being detected by Zero-touch, please confirm with your reseller that they have registered the numerically lowest IMEI number.
Note: Registered dual-SIM devices that are pre-installed with a version of Google Play Services prior to 24.07.12 will undergo a factory reset if not provisioned by Zero-touch during initial setup. Upon the next device setup, Zero-touch will be provisioned.
For information on dual-sim issues and their resolutions regarding zero-touch devices, please read known issues.
Apply a configuration to a single device
You can apply a configuration one device at a time by selecting devices in the portal. Follow the steps below:
- Open the portal. You might need to sign in.
- Click Devices in the navigation panel.
- Find the device you want to apply the configuration to—using its IMEI or serial number.
- Click on the Edit and select configuration you want to apply or select None to temporarily remove the device from zero-touch enrollment.
- Click Save.
Apply a configuration to many devices
You apply a configuration to devices by uploading a CSV file. A CSV text file represents a data table, and each line represents a row in that table. Commas separate the values in that row.
Each row in your CSV file lists the fields that include:
- The ID of the configuration you want to apply.
- A hardware identifier of the device you want to apply the configuration to.
Prepare a CSV file containing your device and configuration information. You can download a sample file and fill the profiletype and profileid field to get started. Alternatively, if you want to start with a blank file, learn about the fields needed by reading Device configuration CSV file format.
The largest CSV file you can upload to the portal is 50 MB. If you have more than 50 MB of data, consider splitting the file into smaller files. When you've prepared your CSV file, follow the steps below:
- Open the portal. You might need to sign in.
- Click Devices in the navigation panel.
- Click 3 Dot on the right in the Devices table header.
- Click Apply configurations from .CSV.
- Select your CSV file from the file picker.
- Click Upload.
After the file uploads, the portal processes the data rows. When processing finishes, the portal shows a notification with an upload status. You also receive an email summarizing the processing of your CSV data. Click the See details button in the email to open a status page. The status page lists each device that wasn't assigned a configuration with a reason for the error.
If you close your browser window after the CSV file uploads, the portal continues to process your data. To know when the portal finishes processing your data, check your email inbox for the status email. When you receive the processing summary email, check for any errors.
Device configuration CSV file format
To apply a configuration to devices, you upload a CSV file. The following snippet shows the CSV field format with example values to apply the configuration to a device identified by the IMEI number:
modemtype,modemid,manufacturer,profiletype,profileid IMEI,123456789012347,Google,ZERO_TOUCH,9876543210
To identify Wi-Fi-only devices, such as tablets, you can use the serial and model fields:
serial,model,manufacturer,profiletype,profileid ABcd1235678,VM1A,Honeywell,ZERO_TOUCH,9876543210
You can also register both types of devices from the same CSV file:
modemtype,modemid,serial,model,manufacturer,profiletype,profileid IMEI,123456789012347,,,Google,ZERO_TOUCH,9876543210
,,ABcd1235678,VM1A,Honeywell,ZERO_TOUCH,9876543210
The following table shows the field values you use in your CSV file:
Field |
Example |
Description |
modemtype |
IMEI |
Set this value to IMEI using uppercase characters. Pair with modemid to match a cellular device. |
modemid |
123456789012347 |
Set this value to the device’s IMEI number. For dual-SIM devices, only use the first IMEI number. Pair with modemtype to match a cellular device. |
serial |
ABcd1235678 |
Set this value to the device's case-sensitive serial number. Pair with model to match a Wi-Fi-only device. |
model |
VM1A |
Set this value to the device model name. You need to make sure this is one of the names listed in Models. Pair with serial to match a Wi-Fi-only device. |
manufacturer |
|
Always set this value to the device manufacturer’s name. You need to make sure this is one of the names listed in Manufacturers. This field is used to match a device. |
profiletype |
ZERO_TOUCH |
Always set this value to ZERO_TOUCH using uppercase characters. |
profileid |
54321 |
Always set this value to the numeric ID of the configuration you want to apply to the device. To see the ID for a configuration, check the table's ID column in the Configurations page. |
Deregister a device
You can deregister devices from zero-touch enrollment. You might need to deregister a device when you transfer ownership. You can deregister one device at a time by selecting devices in the portal.
After you deregister a device, you need to contact your reseller if you want to register the device into zero-touch enrollment again. Consider removing the configuration, if you want to temporarily exclude a device from zero-touch enrollment.
To deregister a device, follow the steps below:
- Open the portal. You might need to sign in.
- Click Devices in the navigation panel.
- Find the device you want to delete—using its IMEI or serial number.
- Click Remove in the device row.
- Click Remove in the confirmation panel.
Bulk deregister devices
Deregistering multiple devices in bulk can be done using a device configuration CSV file. To do this:
-
Create a device configuration CSV file including every device you wish to deregister.
-
replace the 'profileid' column in this CSV file with a column titled 'owner', and set the values in this column to 0.
-
Re-upload the CSV to your portal.
Portal languages
You can use the portal in one of the following languages:
American English, British English, Danish, Dutch, French, German, Italian, Japanese, Norwegian, Polish, Portuguese, Spanish, or Swedish.
To change to one of the above languages, update the preferred language in your Google Account. For more help, follow the instructions in Change language.