Auto Configuring Endpoints (Enterprise)¶

The PCoIP Management Console Enterprise lets you create rules to apply profiles and automatically move endpoints into a specific group when they are first discovered. After discovery, you can find the endpoints in the GROUPED table diagram on the ENDPOINTS page. Profiles that are applied to a group used in auto configuration will be applied to all endpoints that are in the group, not just the newly discovered endpoints. If you are using PCoIP Management Console Free, you will be able to edit existing configurations.

Displaying Auto Configuration Rules¶

The AUTO CONFIGURATION page contains a table showing all the auto configuration rules that are currently configured. You can create a new rule from this page, or you can select a rule from the table to edit or delete it. The ON/OFF switch at the top of the page lets you globally enable or disable all rules at once.

Click the gear icon to the right of the table to change the information you want to display in the table columns. Your customized settings are saved in your browser and will be used for any user who subsequently logs in from that browser.

AUTO CONFIGURATION page and switch button

Creating an Auto Configuration Rule¶

To create an auto configuration rule:

1. From the PCoIP Management Console’s top menu, click AUTO CONFIGURATION.

2. Click NEW RULE and configure the rule as follows:

   • Rule Criteria: Select the criteria your auto configuration rule is based on:

     • IP ADDRESS: Click ADD, enter the IP address range of the endpoints you want to place in the group, and then click OK. The address range can encompass an entire class A network.

       Example Name field displays endpoint name format

       The Example Name field at the bottom of the page displays the endpoint name format based on your global naming convention. See Creating a Global Endpoint Naming Convention.

     • PASSWORD: Enter the endpoints password. Endpoints with matching passwords will be auto configured

     • GENERIC TAG: Enter the endpoints Generic Tag. Endpoints with a matching Generic Tag label will be auto configured

   • Group: Click in this field, select the desired pre-configured group, and then click OK.

     Stop profile from being applied

     Profiles are applied when auto configuration is on. Use this option to move endpoints into groups while not applying a profile to that group.

   • Rule Values: Enter the specific values required by the Rule Criteria.

   • Request Certificate: Select to automatically retrieve a Simple Certificate Enrollment Protocol (SCEP) digital certificate from a SCEP server.

   • Move to Group Only (Enterprise): Groups the discovered endpoints and not apply a profile or firmware to them. This permits endpoints to be discovered at any time, and allows a profile application to be scheduled through the Management Console Schedule for a time that would be more convenient for a user.

     

3. Click SAVE.

   Creating overlapping or conflicting rules is not allowed

   The PCoIP Management Console will prevent you from creating overlapping or conflicting rules. You will be required to resolve any problems before the rule can be created.

4. Click AUTO CONFIGURATION in the navigation link at the top to return to the main AUTO CONFIGURATION page.

5. If you want the rule to apply right away, make sure the global auto configuration setting is switched to ON.

Viewing or Editing an Auto Configuration Rule¶

To view or edit an auto configuration rule:

1. Select the rule in the AUTO CONFIGURATION list.

2. Click EDIT to view or edit the rule.

3. Make desired changes.

4. Click SAVE.

5. Click AUTO CONFIGURATION in the navigation link at the top to return to the main page.

Deleting an Auto Configuration Rule¶

To delete an auto configuration rule:

1. Select the rule in the AUTO CONFIGURATION list.

2. Click DELETE.

3. Click DELETE again at the confirmation message.