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Managing Profiles

The PCoIP Management Console lets you create profiles that contain a list of the settings you want to apply to one or more groups of endpoints. After creating a profile, you can apply it immediately to a group, or you can create a schedule to apply it to the group at a specific time in the future.

Displaying Profile Information

The PROFILE page contains a table showing all the profiles that are currently configured. You can create a new profile from this page, or you can select a profile from the table to edit, duplicate, or delete it.

Click the gear icon 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.

Profile Page
PROFILE Page

Creating a Profile

When you configure a profile, you specify only the settings you want to configure in the endpoint. For example, you can create a profile that only updates endpoint firmware without changing any of the endpoint’s other settings. Unless a particular setting is explicitly configured in a profile by enabling its Set In Profile check box, it will have no effect when the endpoints are updated.

Some settings will cause the endpoint to restart. These settings are identified by a white triangular icon Restart Icon. If configured, a Reset Notification Timeout overlay will warn users of a pending restart. This warning can be configured to appear up to 5 minutes prior to the restart, and can be configured in the POWER section of the profile.

Firmware in profile is the same as on the endpoint

The Management Console will only apply the firmware in a profile to the endpoint, if the firmware version is different from the firmware identified from the last polling communication between the Management Console and endpoint.

The settings that are available are based on the endpoint type and the firmware version the target endpoints are currently using or will use when the profile is applied. For this reason, the relevant firmware file must already be uploaded to the PCoIP Management Console from the SETTINGS > SOFTWARE page before you can create a profile.

For the PCoIP Zero Client and Remote Workstation Card, you can configure profiles for dual and quad endpoint types. The dual PCoIP Zero Client supports two monitors. The quad PCoIP Zero Client supports four monitors. You need to create a separate profile for each endpoint type.

To create a profile:

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

  2. Click NEW PROFILE.

  3. Enter a unique profile name in the Name column and a description for the profile in the Description column.

  4. Click the + tab and select one of the following profile types and then click ADD:

    • TERA2: CLIENT [DUAL]: For endpoints that support two monitors.

    • TERA2: CLIENT [QUAD]: For endpoints that support four monitors.

    • TERA2: HOST [DUAL]: For endpoints that support two monitors.

    • TERA2: HOST [QUAD]: For endpoints that support four monitors.

  5. For each setting you want to configure:

    1. Enable the Set In Profile check box.

    2. Perform the required configuration.

      Note: Navigating between profile settings

      To navigate between profile settings, you can either use the scroll bar or select a setting category in the left pane. Any setting followed by the restart icon indicates that the endpoint requires a restart after being changed.

      Profile Page Settings

  6. Click SAVE.

  7. Click PROFILE in the navigation link at the top to return to the main page.

Associating a Profile with a Group

Before you can apply a profile, you must associate it with a group. Profiles can also be associated with multiple groups.

To associate a profile with a group:

  1. From the ENDPOINTS page, select the desired group.

  2. Click PROFILE and then CHANGE.

  3. In the Change Profile dialog, select the profile from the drop-down list and click OK.

  4. Enable the I understand message and click OK.

Note: Child groups will inherit their parent group's profile

Child groups with no assigned profile inherit their parent group’s profile. This rule is recursive. For example, if top-level group A has a profile and both its child B and B’s child C do not, then B and C both use the profile assigned to A.

Changing a Profile Association

To change a profile that is assigned to a group:

  1. From the ENDPOINTS page, select the desired group.

  2. Click PROFILE and then CHANGE.

  3. In the Change Profile dialog, select a different profile from the drop-down list and click OK.

  4. Enable the I understand message and click OK.

Applying a Profile

You can apply profiles so they update endpoint settings right away (or after any currently running scheduled actions have completed), or you can create a schedule to apply the settings in the future.

You can apply a profile to one or more groups or endpoints from the ENDPOINTS page or you can apply a profile to an endpoint from its ENDPOINT DETAILS page.

Applying a Profile Immediately

To force the profile to apply right away or after any currently running scheduled actions have completed:

  1. From the ENDPOINTS page, select one or more groups (or one or more endpoints).

    Note: Use Shift+Click and Ctrl+Click to click elements

    Use Shift+Click to select contiguous elements and Ctrl+Click to select non-contiguous elements.

  2. Click PROFILE and then APPLY.

  3. Enable the I understand message and then click APPLY.

Applying a Profile in the Future (Enterprise)

You can also create a schedule to run at a later time in the future with PCoIP Management Console Enterprise. For details, see Creating a Schedule.

Duplicating a Profile

The PCoIP Management Console provides an easy way to duplicate a profile when you want to copy all the profile’s settings except for its group association.

To duplicate a profile:

  1. Select the profile in the PROFILE list.

  2. Click DUPLICATE.

  3. Enter a unique name for the profile and click DUPLICATE.

  4. Follow the instructions in Applying a Profile to associate the profile with the desired group and choose how to apply it.

Editing a Profile

To edit a profile:

  1. Select the profile in the PROFILE list.

  2. Click EDIT.

  3. If desired, change the Name and/or Description entries.

  4. To see the group(s) to which this profile is assigned, click the small group tab Group Tab that appears to the right.

  5. To edit profile settings, choose one of the following:

    • To remove all of the settings click the on the profile tab and then click REMOVE. You can then click the + tab and configure a new profile.

    • To change one or more settings, click the profile tab and make your changes, as explained in Creating a Profile.

  6. Click SAVE.

  7. Click PROFILE in the navigation link at the top to return to the main PROFILE page.

  8. Follow the instructions in Applying a Profile to choose how to apply the updated profile.

Importing or Exporting a Profile

Management Console allows the saving and reusing of profile configurations through the import and export feature accessed via the IMPORT and EXPORT buttons.This feature has the following characteristics:

  • Only one profile can be imported or exported at a time.

  • Profile files are saved with a .profile extension and have the date and time appended to the file name.
    Example: { Profile name }-Date(YYYYMMDD)-Time(HHMMSS).milliseconds.profile

    • The appended information is not displayed as part of the profile name on the PROFILE page

      Profile files

      Profile files are identified by the .profile extension. Support recommends not changing the file name of a profile file. Instead, when a profile name needs to be changed, preform this task by editing the profile name seen on the PROFILE page of the Management Console

  • Displayed dialog windows provides messages to warn administrators of possible firmware issues prior to applying the profile

  • Profiles must contain a configuration to be imported or exported

To ensure all configured settings are correctly applied to your endpoints, Management Console must be uploaded with the same version of host or client firmware . However, Management Console will compensate for missing firmware versions by including warning messages before applying the profile. Warnings include advising endpoints will move to a newer firmware, unsupported settings will be ignored when moving to an older firmware, duplicate profiles are present. These messages allow administrator's to take corrective actions prior to applying a profile if required.

To import a profile:

  1. Click the Import button.
  2. Click SELECT FILE and browse to the location of the profile file you wish to import
  3. Click Import.

To export a profile:

  1. Select the EXPORT button.
  2. Save your profile to a location of your choice.

Deleting a Profile

To delete a profile:

  1. If the profile is assigned to one or more groups, first remove the association for each group as follows:

    1. From the ENDPOINTS page, select the group to which the profile is assigned.

    2. Click PROFILE and then CHANGE.

    3. In the Change Profile dialog, select No Profile from the drop-down list and click OK.

    4. Enable the I understand message and click OK.

  2. From the PROFILE page, select the profile you wish to delete.

  3. Click DELETE.

  4. Enable the I confirm message and click DELETE.

Viewing Profile Details

To view profile details:

  1. From the ENDPOINTS page, select a group to which a profile is assigned.

  2. Click PROFILE and then DETAILS.

Persistent Configuration

  • A toggle button with the name of Persistent Configuration available under the Profile page. It is disabled by default.

Persistent Configuration Toggle Button

  • Persistent configuration in Profile can be accessible in Enterprise mode, whereas in free mode, a notification will be shown.

Enterprise Mode

  • A pop-over confirm message will be displayed, as shown below, when the Persistent Configuration toggle button is disabled.

Turn Off Persistent Configuration

  • A Global turn on or off persistent configuration is available under the following path: Settings > AUTHENTICATION > ROLES AND PERMISSION > ADD/EDIT > PROFILE > PROFILE TAB. It can set to either Enable, Disable, or Hide.

Global Turn on or off