User and Device Activation

Recommendation:  If you are deploying a large number of devices, complete steps 2 – 6 for one device and verify that data exchange paths are open with that device.  Then go back to add and activate the rest.  You can also have users activate their own devices (steps 5 - 6) once you have set permissions and configuration profiles and created user accounts on the server.

Note:  Minimum requirements may vary depending on the number of iPhone/iPod touch devices on your system.

 

1.     Review the Administrative Web and the Device User Guides.                       

2.     Determine permissions and configuration startup profiles.                       

Set the rules for the Default IT Policy before you add the bulk of your users as they will determine default settings for user accounts and devices.  Server Rules determine what information is synchronized from the server to the device.  Device Rules determine what information is synchronized from devices to the server.

•      From the NLES Administrative Web select: IT Policy Management, select the Default policy and click Edit IT Policy
Reference the Administrative Web Guide: Server Rules
Reference the Administrative Web Guide: Device Rules

Note:  Server and Device Rules may not all apply to ActiveSync device users operating with the NotifyLink ActiveSync Solution.  See the Device IT Policy Comparison chart for a summary of supported policies for these users.

3.     Define User Classes (optional).  User classes allow you to categorize user into groups.

•      From the NLES Administrative Web select: User Administration, then click on Manage User Classes
Reference the Administrative Web Guide under User Classes.

4.     Add device users to the NotifyLink Enterprise Server.                                   

•      From the NLES Administrative Web choose: User Administration > Add New User
Reference the Administrative Web Guide under Adding/Editing New Users.

5.     Install device software through either an over-the-air or wired download.       

Procedures vary slightly for each device type.  Follow instructions in the corresponding Device User Guides.

Note:  There is no NotifyLink device client application installation necessary for ActiveSync device users operating with the NotifyLink ActiveSync Solution.  Android devices require the TouchDown^TM device client.  See NotifyLink ActiveSync Solution device user guides for account setup instructions.

•      For over-the-air download:

o  From the device’s browser, open Internet Explorer and enter http://notifylink.notify.net/ota.asp

o  Choose the device type and download the device software.
Reference the corresponding Device User Guide for installation instructions.

•      For wired download:

o  Open Internet Explorer on the server and enter: http://notifylink.notify.net/deviceclients.asp

o  Choose the device type and download the device software.
Reference the corresponding Device User Guide for installation instructions.

6.     Activate (register) the user devices.                                                                      

•      Reference the corresponding Device User Guide for registration instructions.

•      Follow the prompts to register and synchronize the calendar, contact, and task data.