Steps to create and configure Windows Login endpoint template:
Log in to the Tenant Admin Portal.
On the homepage, select Endpoint from the left menu panel.
The Endpoints page is displayed.
Click Endpoint Templates from the top right.
The Endpoint Templates page is displayed.
Click Create Template.
The Create New Template pop-up box is displayed.
Do the following:
Enter Template Name.
Select Passwordless in Application Type from the dropdown list.
Select Windows Login in Endpoint Type from the dropdown list.
Click Create.
The Endpoint Template is created and listed under Endpoint Templates page.
Click the template name to configure.
The Endpoint template details page is displayed.
Do the following:
The Endpoint Template is configured successfully.
Configure Details Tab
Edit Template Name if required.
Enter Template Description. (Optional)
Enter Name Endpoint As. (Optional)
Note: Once the template is selected while pairing an endpoint on the device, the name provided in the Name Endpoint As field will be displayed for the endpoint.
Select Time Zone from the dropdown. (Optional)
Click Save.
Configure Endpoint Settings Tab
Turn on Enable Only Preferred Machine Login to allow domain credentials to be used only in preferred machine to log in to windows system.
Enable Allow any individual with Domain Credentials to allow individuals to log in to the machine using domain credential.
Set User Cache Validity duration for which the user data will be saved on the machine as cache.
Enable Show on-screen Keyboard to show an on-screen keyboard during logging in for devices which don't have physical keyboard, like tablets.
Click Save.
Configure Windows Alert Tab
You can configure the windows alert tab by following the onscreen instructions.
For further details, refer Configure Windows Alert for Presence Detection.
Configure Groups Tab
Click + Add Group.
The Add Group pop-up box is displayed.
Select Group(s).
Click Add.
The group is added and listed under Groups tab.
Configure Auto Update Tab
The following options are available to manage how endpoints receive software updates. You can choose to inherit settings from the application, disable updates, or define a custom schedule.
Inherited from Application (Default): This option allows the endpoint to inherit the auto-update configuration defined at the application level.
Disable Updates for this endpoint: This option disables auto-updates for this specific endpoint.
Custom Schedule: This option allows you to configure a dedicated auto-update schedule for a specific endpoint. This option provides control versioning, custom source, and timing independent of the application-level settings.
Note: This option overrides the default or inherited auto-update behavior for the selected endpoint.
Select one of the following options:
Latest Version: Automatically applies the latest available update version from the default application source.
OR
Select Version: Manually select a specific update version from the available dropdown list.
OR
Custom Source: Allows selection of a custom update source, which may not be available at the application level.
Start Time (Required): Defines when the update window begins. Auto-updates will only be attempted after this time.
End Time (Required): Defines when the update window ends. Auto-updates will stop attempting after this time even if incomplete.
Retry Frequency: Specifies how many times the system should retry the update within the defined time window if an update attempt fails.
Default: 5 times
Retry Interval: Specifies the minimum time interval (in minutes) between retry attempts.
Default: 30 minutes
Note: The endpoint will attempt to update only within the defined time window. If an update fails, the retry logic is applied based on the frequency and interval specified.
Configure Health Setup Tab
Enable Health Alerts
Do the following:
Turn on Enable Health Alerts toggle to monitor the health of the paired endpoints. (Optional)
Enter email ID(s) in Add recipients for Endpoint Health Alerts whom you want to share the health alert notifications. (Optional)
Set Email frequency in Hours and Mins to adjust the frequency of email notifications.
Click Save to apply your changes.
The Health Alert is configured for the endpoint.
Add URLs to Monitor
Do the following:
Enter Server Name.
Enter URL in Add URL that needs to be monitored field.
Click Add.
The monitored URLs will appear in the list below, with columns for Server Name and URL.
