Creating an Analysis Profile

About this task

Your operational intelligence dashboards populate with data from analysis profiles you create.

Procedure

To set up an analysis profile:
  1. From the SOTI XSight main menu, select Operational Intelligence.
  2. Expand the Profile list to open the profile dialog.
    Dialog showing a list of profiles
  3. Select Create Analysis Profile. The Analysis Profile wizard launches.
  4. From the General page, give the profile a name and description.
    Analysis profile General tab
  5. Select Next.
  6. From the Assignment tab, select:
    • OS Platform
    • SOTI MobiControl Instance
    • Root device Group
    Analysis profile Assignment tab
  7. Select Next.
  8. From the list of roles, select the applicable permission options for each in this profile:
    Device profile Permissions tab
    • Manage Profiles: Role members have full control to edit, deactivate, and delete profiles.
      Note: When selecting manage profile, view profile along with dashboard child permissions are granted.
      Note: Manage profile permissions for at least one profile is required to be able to Manage App Mappings and Categories, Manage Web App Mappings and to Manage Shifts.
    • View Profiles: Role members can see report data and configure settings for shared view of Profile.
      Note: Viewing device profile reports or sharing links to them requires Manage Profiles or View Profiles permissions. Editing profile reports or adding/modifying a scheduled report requires Manage Profiles permission unless the report belongs to the user.
      Note: View profile permission grants permission to view all dashboards. The user can manage dashboard permissions for the role (see Configuring Roles and Permissions).
  9. Select Next.
  10. Choose the type of collection mode and type of data to upload. Use Data Upload to select the data types collected (Wi-Fi, Ethernet, Cellular, and Roaming data).
    Important: Choose Wi-Fi, Ethernet, Cellular, and Roaming data if your devices operate in Cellular or Roaming mode. This configuration ensures consistent and reliable data delivery from your devices.
    Analysis profile Data Collection tab
  11. Select Next.
  12. Select the conditions for the profile's watchlist. The Watchlist dashboard displays a list of devices exceeding one or more configurable parameter thresholds. Use the list to decide which devices require attention. Devices exceeding three or more parameter thresholds display as critical. You may temporarily snooze (hide) devices on a watchlist.
    Analysis profile Watchlist tab
  13. Select Activate to complete the analysis profile.

Results

The list of profiles includes the new profile's name.

What to do next

You can now deploy the SOTI XSight agent.