Editorial review · 2024-10-21 · trunk

Tracked edits make the opening direct, separate navigation from selection, identify repetition, question optional steps and request related links.

Root: task → taskCommand elements: 8 → 9Image elements: 0 → 0

Counts describe source structure, including commands in substeps. More elements do not by themselves prove better usability.

Before · parent revision

Assigning a Profile

About this task

Assigning a profile pushes its settings down to your device(s). You can either assign a profile immediately after creating it, or create a profile and then assign it later.

To assign a profile to devices:

Procedure

In the Profiles view, select a profile to open the Profile Information panel and select the Assign button from the profile actions list to open the Assign dialog box (see Assign (Profile)). The dialog box layout changes depending on the platform the profile pertains to.
You can also select > Assign beside the profile.
On the Devices tab, select the devices or device groups that you want the profile to target.
Select the Search icon and type a complete or partial name of the device group in the text field that appears.
Result: If the search finds matches, the matching groups replace the initially displayed "all groups" list. You can return to the "all groups" list by selecting X in the search field. If the search finds no matches, the corresponding text message appears under the search field.
Switch to the Users tab and select one or more directory services or Identity Provider (IdP) groups to use to decide which devices to assign the profile.

Note: You can configure devices associated with a directory service or Identity Provider (IdP) group to either include them or exclude them from profile assignments.
Switch to the Filters tab and define filter criteria to further refine which devices receive the profile.
Filter criteria use the same filtering logic as the Devices search. You can use device properties and the Apps extended property to create filters.

Note: Filter criteria use the same filtering logic as the Devices view search. You can use a limited set of device and extended properties to create filters. You can save assignment filters across profiles and policies. To save a filter, navigate to the Filters tab while assigning the profile/policy, create your filter query, and save it. You can view and manage saved filters and modify or delete them.

Important: The user needs to have Manage Saved Assignment Filter and View Saved Assignment filter permissions. When deleting assignment filters, it is a requirement to remove them from the profiles/policies that are using them.
Select Options to set installation methods and schedules.
Supported options differ by platform.
Reused content from Assign Profile: Options is not expanded in this historical preview.
Note: This section is visible only if the profile has a package.
Reused content from Assign Profile: Options is not expanded in this historical preview.
Profile Deployment Actions
Reused content from Assign Profile: Options is not expanded in this historical preview.
Select Save Options to return to the main Assign dialog box.

Note: The number of devices affected during assignment displays at the bottom of the window.
When finished, select Assign.

Result

Your profile targets your devices according to the specified assignment criteria.

After · committed revision

The historical tracking markers cross XML element boundaries. This view projects the stored proposed text without tracking wrappers; it does not indicate acceptance. Original review comments are listed below, and the exact patch remains available.

Review comments in the source

Avoid quotes, consider using UIControl instead.
Isn't this also an optional step?
isn't this repetition?
This seems more wordy that what is clearly mentioned above.
Please use the right note type.
This could be much simpler since you've asked them to navigate to the filters tab in the step
Can we not make this just one note instead of two notes on saving filters?
Please add related links.

Assigning a Profile

About this task

Assign a profile to push its settings down to your device(s). You can assign a profile immediately after creating it or create a profile and assign it later.

Procedure

From the main menu in the SOTI MobiControl web console, navigate to the Profiles view
Select a profile to open its Profile Information panel. Then, select (Assign) from the profile actions list to open the Assign dialog box (see Assign (Profile)).
Result: The dialog box layout changes depending on the platform the profile pertains to.
Tip: You can also select > Assign next to the profile name to open the Assign dialog box.
Select the devices or device groups on the Devices tab that you want the profile to target.
Select the Search icon and type the device group's complete or partial name in the text field that appears.
Result: If the search finds matches, the matching groups replace the initially displayed all groups list. You can return to the all groups list by selecting X in the search field. If the search finds no matches, the corresponding text message appears under the search field.
Switch to the Users tab and select one or more directory services or Identity Provider (IdP) groups to decide which devices to assign the profile.

Note: You can configure devices associated with a directory service or Identity Provider (IdP) group to either include them or exclude them from profile assignments.
Switch to the Filters tab and define filter criteria to further refine your target devices.
Filter criteria uses the same filtering logic as the Devices search. You can use device properties and the Apps extended property to create them.

Note: Filter criteria use the same filtering logic as the Devices view search. You can use a limited set of device and extended properties to create filters.

Tip: You can save assignment filters across profiles and policies. To save a filter, navigate to the Filters tab while assigning the profile/policy, create your filter query, and save it. You can view and manage saved filters and modify or delete them.

Important: The user needs to have Manage Saved Assignment Filter and View Saved Assignment filter permissions. When deleting assignment filters, it is a requirement to remove them from the profiles/policies that are using them.
Select Options to set installation methods and schedules. Supported options differ by platform.
Choose from the following:
Reused content from Assign Profile: Options is not expanded in this historical preview.
Note: The following section is visible only if the profile has a package.
Reused content from Assign Profile: Options is not expanded in this historical preview.
Profile Deployment Actions
Reused content from Assign Profile: Options is not expanded in this historical preview.
Select Save Options to return to the main Assign dialog box.

Note: The number of devices affected during assignment displays at the bottom of the window.
When finished, select Assign.

Result

Your profile targets your devices according to the specified assignment criteria.

Highlighted changes

Green marks additions; red marks removals. Historical review comments are shown in amber. Colour is also supported by placement and strike-through.

Assigning a Profile

About this task

Assigning a profile pushes its settings down to your device(s). You can either assign a profile immediately after creating it, or create a profile and then assign it later.

To assign a profile to devices:

Procedure

In the Profiles view, select a profile to open the Profile Information panel and select the Assign button from the profile actions list to open the Assign dialog box (see Assign (Profile)). The dialog box layout changes depending on the platform the profile pertains to.
You can also select > Assign beside the profile.
On the Devices tab, select the devices or device groups that you want the profile to target.
Select the Search icon and type a complete or partial name of the device group in the text field that appears.
Result: If the search finds matches, the matching groups replace the initially displayed "all groups" list. You can return to the "all groups" list by selecting X in the search field. If the search finds no matches, the corresponding text message appears under the search field.
Switch to the Users tab and select one or more directory services or Identity Provider (IdP) groups to use to decide which devices to assign the profile.

Note: You can configure devices associated with a directory service or Identity Provider (IdP) group to either include them or exclude them from profile assignments.
Switch to the Filters tab and define filter criteria to further refine which devices receive the profile.
Filter criteria use the same filtering logic as the Devices search. You can use device properties and the Apps extended property to create filters.

Note: Filter criteria use the same filtering logic as the Devices view search. You can use a limited set of device and extended properties to create filters. You can save assignment filters across profiles and policies. To save a filter, navigate to the Filters tab while assigning the profile/policy, create your filter query, and save it. You can view and manage saved filters and modify or delete them.

Important: The user needs to have Manage Saved Assignment Filter and View Saved Assignment filter permissions. When deleting assignment filters, it is a requirement to remove them from the profiles/policies that are using them.
Select Options to set installation methods and schedules.
Supported options differ by platform.
Reused content from Assign Profile: Options is not expanded in this historical preview.
Note: This section is visible only if the profile has a package.
Reused content from Assign Profile: Options is not expanded in this historical preview.
Profile Deployment Actions
Reused content from Assign Profile: Options is not expanded in this historical preview.
Select Save Options to return to the main Assign dialog box.

Note: The number of devices affected during assignment displays at the bottom of the window.
When finished, select Assign.

Result

Your profile targets your devices according to the specified assignment criteria.

About this task

Assign a profile to push its settings down to your device(s). You can assign a profile immediately after creating it or create a profile and assign it later.

Procedure

From the main menu in the SOTI MobiControl web console, navigate to the Profiles view
Select a profile to open its Profile Information panel. Then, select (Assign) from the profile actions list to open the Assign dialog box (see Assign (Profile)).
Result: The dialog box layout changes depending on the platform the profile pertains to.
Tip: You can also select > Assign next to the profile name to open the Assign dialog box.
Select the devices or device groups on the Devices tab that you want the profile to target.
Select the Search icon and type the device group's complete or partial name in the text field that appears.
Result: If the search finds matches, the matching groups replace the initially displayed all groups list. You can return to the all groups list by selecting X in the search field. If the search finds no matches, the corresponding text message appears under the search field.
Switch to the Users tab and select one or more directory services or Identity Provider (IdP) groups to decide which devices to assign the profile.

Note: You can configure devices associated with a directory service or Identity Provider (IdP) group to either include them or exclude them from profile assignments.
Switch to the Filters tab and define filter criteria to further refine your target devices.
Filter criteria uses the same filtering logic as the Devices search. You can use device properties and the Apps extended property to create them.

Note: Filter criteria use the same filtering logic as the Devices view search. You can use a limited set of device and extended properties to create filters.

Tip: You can save assignment filters across profiles and policies. To save a filter, navigate to the Filters tab while assigning the profile/policy, create your filter query, and save it. You can view and manage saved filters and modify or delete them.

Important: The user needs to have Manage Saved Assignment Filter and View Saved Assignment filter permissions. When deleting assignment filters, it is a requirement to remove them from the profiles/policies that are using them.
Select Options to set installation methods and schedules. Supported options differ by platform.
Choose from the following:
Reused content from Assign Profile: Options is not expanded in this historical preview.
Note: The following section is visible only if the profile has a package.
Reused content from Assign Profile: Options is not expanded in this historical preview.
Profile Deployment Actions
Reused content from Assign Profile: Options is not expanded in this historical preview.
Select Save Options to return to the main Assign dialog box.

Note: The number of devices affected during assignment displays at the bottom of the window.
When finished, select Assign.

Result

Your profile targets your devices according to the specified assignment criteria.

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