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Configuring Profiles

Profiles define a template configuration that can be applied to multiple Edges. A default profile, the Quick Start Profile, is available when you install Orchestrator.

Configure the Profiles by performing the following steps:

  1. In the SD-WAN service of the Enterprise portal, select the Configure tab.
  2. Select Profiles to display the Profiles page.
    Figure 1. Configure Profiles Page
    Table 1. Profiles Page in Orchestrator Option Descriptions
    Option Description
    Name Displays the name of the Profile. Select the link to modify the configurations. See Configure Profile settings.
    Used By Displays the number of Edges associated with the Profile.
    Biz. Pol Select the View link to modify the configurations. See Configure Profile settings.
    Firewall Select the View link to modify the configurations. See Configure Profile Firewall.
  3. In the Profiles page, perform any of the following actions:
    • New Profile- Select this option to create a new Profile. See Create Profile.
    • Duplicate- Select a profile and select this option to create a duplicate of the selected Profile.
    • Modify- Select a profile and select this option to edit the selected Profile. See Configure Profile settings.
    • Download- Select this option to download the details of all the Profiles into an MS Excel file.
  4. Select More to perform an additional action:
    • Delete- Select a profile and select this option to delete the selected Profile. You cannot delete the Profiles that are associated with Edges.

Creating a Profile

After installing Orchestrator, a default profile becomes available. If required, create additional Profiles.

To create a Profile, perform the following steps:

  1. In the SD-WAN service section of the Enterprise portal, select Configure.
  2. Select Profiles to display the Profiles page.
  3. On the Profiles page, select New Profile.
    Figure 2. Configuring a New Profile
  4. Enter a name and description for the new Profile and select Create.
    The Device tab opens, which provides options to configure the Profile settings. For more information, see Configuring Profile Settings.

Configuring Profile Settings

Profiles provide a composite of the configurations created in Segments and Network Services.

To configure a specific Profile, perform the following steps:

  1. In the SDS-WAN service of the Enterprise portal, select the Configure tab.
  2. From the left menu, select Profiles. The Profiles page displays the existing Profiles.
  3. Select the link to a Profile or select the View link in the Device column of the Profile. The configuration options display in the Device tab.
    Figure 3. Configuring Profile Settings
  4. The View panel allows the user to select the view options. The available options are Expand All and Collapse All. By default, the settings are collapsed.
  5. The Sort drop-down menu at the right side of the page allows the user to select the sort options: Sort by category and Sort by segment aware. You can view the configuration settings sorted by category or segment aware. By default, the settings are sorted by category. If you choose to sort by segmentation, the settings are grouped as segment aware and segment agnostic.
  6. Configure the required settings and select Save Changes.
    Note: On the Device page, whenever you make configuration changes for the selected Profile, a footer notification appears at the left bottom corner of the screen. You can select the notification to view the recent configuration changes.
  7. On the top right corner of the selected Profile page, select Shortcuts to perform the following actions:
    • Duplicate Profile- Selecting this option opens a Copy Profile dialog box that allows you to create a duplicate of the selected Profile.
    • Modify Profile- Selecting this option navigates to the Overview page of the selected profile, where you can edit the properties of the selected Profile.
    • Delete Profile- Selecting this option opens a Delete Profile dialog box that allows you to delete the selected Profile. You cannot delete the Profiles that are associated with Edges.

    For more details on various Profile configuration settings, see Configure a Profile Device.

Viewing Profile Information

The Profile Overview page provides complete view of all the configurations of a specific profile. You can also modify the name, description, and the local credentials of the selected profile.

To access the Profile Overview page in New Orchestrator UI:

  1. In the SD-WAN service of the Enterprise portal, click Configure > Profiles .The Profiles page displays the existing Profiles.
  2. Select the link to a Profile and then select the Overview tab. Edit the Profile Name, Description, and Local Credentials by selecting EDIT. For more information, see Configure Local Credentials information in Step 3.
    Figure 4. Viewing Profile Information
  3. Default Local Credentials are set to a random password by the Orchestrator. You can change the random password by selecting the EDIT button and then selecting Change Password. Enter the new password and select SUBMIT.
    Note:
    • Ensure the new password meets the following password policy criteria:
      • Should be at least 8 characters
      • Should be less than 32 characters
      • Should have at least one number
      • Should have at least one lower case character
    • Starting from the 4.5 release, Orchestrator no longer supports the use of the special character ">" in the password. In cases where users have already used ">" in their passwords in previous releases, they must remove it to save any changes on the page.
  4. The Profile Overview section displays Edge models enabled for the profile, network services configured for the profile, and the segments configuration details assigned to the profile. For more information, see Configure Profiles.
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