Onboarding Policy

1. From the main menu, go to Configure > Onboarding > Policy.
   The Onboarding Policy screen displays. This screen displays existing onboarding policies and their basic configuration. Double-click each policy to view the detailed configuration. Review the configuration details to determine if the policy warrants modification or removal.

   

   Onboarding Policy Screen

   

2. Review the following information:

   Name

   Displays the name assigned to each onboarding policy. Selecting a policy displays the policy criteria details and allows editing of the policy.

   Description

   Displays the description for each onboarding policy.

   Action

   Select the icon to remove the associated onboarding policy from ExtremeGuest Essentials.

3. Select the icon to update the data in the onboarding policy table.

Adding an Onboarding Policy

4. To add a new onboarding policy, select the icon.
5. Provide the following information:

   Policy Name

   Enter a name for the onboarding policy.

   Policy Description

   Enter a description for the onboarding policy.

Adding Match Criteria to the Onboarding Policy

6. In the Criteria #1 field, add the match criteria rule details. An onboarding policy consists of one or more match criteria that are used to filter guests and apply an action.

   Description

   Enter a description for this criteria uniquely identifying its purpose.

   Condition(s)

   Select one or more of the following conditions to match:

   • User Email Domain If you select this condition, an additional Value condition field displays. Enter the domain in the Value field.
     

     Note

     Enter "Any" (case sensitive) in the Value field to indicate any email address, regardless of domain. Use "Any" when you want to allow or deny all users to access the network.
   • Sponsor Email Domain If you select this condition, an additional Value condition field displays. Enter the domain in the Value field.
   • Social Type If you select this condition, an additional condition field displays. Select the type of social media (Facebook, Google, LinkedIn) from the drop-down list.
   • User Type If you select this condition, an additional condition field displays. Select the user type (Employee, Vendor, Guest) from the drop-down list.
   • User's Device Count an additional condition field displays. Select the number of devices being used from the drop-down list.
   • Any

   These conditions determine when the corresponding Action is triggered. Adding multiple conditions requires all conditions be met before the action is triggered. Multiple conditions can be specified to enact different policies based on matching conditions.

   Action

   Select an Action from the menu. The Action is triggered when all of the Condition(s) are met. Select from the following:

   Deny Access

   Denies network access to any guests matching the configured Condition(s).

   Register Device

   Registers guests matching the configured Condition(s).

   

   Note

   Specify the Validity for guest access in Days, Hours, and Minutes. Select a Group for the guest user to join.

   Send One-Time-Passcode to User

   Delivers a single-use passcode to guests matching the configured Condition(s).

   

   Note

   Specify the Validity for guest access in Days, Hours, and Minutes. Select a Group for the guest user to join. Select a user Notification Policy for sending the One-Time-Passcode to the guest.

   Send Passcode to User

   Delivers a multiple use passcode to guests matching the configured Condition(s).

   

   Note

   Specify the Validity for guest access in Days, Hours, and Minutes. Select a Group for the guest user to join. Select a configured user Notification Policy for sending the One-Time-Passcode to the guest.

   Send One-Time-Pass. on Sponsor Approval

   Delivers a single-use passcode to guests matching the configured Condition(s) once the guest has been approved by a sponsor.

   

   Note

   Specify the Validity for guest access in Days, Hours, and Minutes. Select a Group for the guest user to join. Select a sponsor Notification Policy for sending the approval request to the sponsor.

   Send Passcode on Sponsor Approval

   Delivers a multiple use passcode to guests matching the configured Condition(s) once the guest has been approved by a sponsor.

   

   Note

   Specify the Validity for guest access in Days, Hours, and Minutes. Select a Group for the guest user to join. Select a configured sponsor Notification Policy for sending the One-Time-Passcode to the guest.

   Send One-Time-Passcode to Sponsor

   Delivers a single-use passcode to the sponsor when the configured Condition(s) are met.

   

   Note

   The sponsor can then provide the single-use passcode to the guest. Specify the Validity for guest access in Days, Hours, and Minutes. Select a Group for the guest user to join. Select a sponsor Notification Policy for sending the approval request to the sponsor.

   Send Passcode to Sponsor

   Delivers a multiple use passcode to the sponsor when the configured Condition(s) are met.

   

   Note

   The sponsor can then provide the passcode to the guest. Specify the Validity for guest access in Days, Hours, and Minutes. Select a Group for the guest user to join. Select a sponsor Notification Policy for sending the approval request to the sponsor.

7. Select Update User to send status to a user email or mobile when registration is pending approval or is rejected.
   Selecting the Update User option enables the Notification Policies field. Select a notification policy to specify how the user is notified.
8. To remove multiple onboarding policies from ExtremeGuest Essentials, select the boxes for each policy then select the icon.