If selecting MX 6.X for the applicable Wizards, the first Wizard window displays a prompt for selecting one of the following options from the drop-down menu: * "The devices I wish to provision are currently not connected to a network. I will define a network with this Profile that will be used for staging." * "The devices I wish to provision are already connected to a network that will be used for staging."

image Click image to enlarge; ESC to cancel.

Select an option and proceed to the instructions for the selected Wizard.

MX Notes

  • The second and third options above are supported only by Wizards that use the Deployment section of the tool.
  • StageNow 2.9 (and later) supports plug-in CSPs, which deliver additional MX features not included with a given StageNow version.
  • Plug-in CSPs are delivered as a .zip file. DO NOT unzip!
  • Copy the .zip file to the following folder on the StageNow admin PC:
    • \Program Files (x86)\Symbol Technologies\Staging_Solution\SNCertFiles\
  • If the plug-in CSP was unzipped or delivered as separate files, use the following steps to (re)create a .zip file:
    • Use PKzip or a compatible compression utility to zip the CSP and its corresponding DSD file into a single .zip archive file.
    • Name the new file [CSPname].zip (substituting "[CSPname]" for the real name. Example: RfidMgr.zip).
    • Copy the file to the folder shown above. NOTE: Do NOT drag the file as described on the CSP Library screen.
  • On the CSP Library screen, click the "OR, CHOOSE FILE" button and select the desired CSP's .zip file.
  • The parameters of the plug-in CSP are now available using the standard process for creating a staging profile.
  • In case of trouble with Profiles that use a plug-in CSP, refer to the Troubleshooting page.

image Click image to enlarge; ESC to cancel.

III. Deployment

Use the Deployment section of the Wizard to specify the subset of the settings that define what the Profile does, and store these settings on a deployment server. See the specific Profile Wizard for instructions.

NOTE:The Deployment section does NOT appear in "Connect Network," "Manage Device Security" or "Wipe a Device" Wizards.

Wizards that include a Deployment section require that device(s) establish a network connection for accessing the Deployment Server to acquire the remainder of the staging instructions.

image Click image to enlarge; ESC to cancel.

IV. Review

The Review section of the Wizard allows selection verification.

image Click image to enlarge; ESC to cancel.

  1. Select Expand to view the StageNow configuration and RD configuration settings. This setting list offers the following fields:

    • Step - The section step where the Administrator added the setting.
    • Description - A user-defined "friendly" description of the setting.
    • Last Updated - Last time the Profile was updated.
    • View - Click to view/modify the setting.

  2. Select Change to make any changes to the settings.

  3. Select the icon next to Profile Description to enter a description for the Profile. image Click image to enlarge; ESC to cancel.

  4. Enter the description and select Save.

  5. Encryption for staging data is selected by default in order to protect the sensitive data encoded in the Profile barcode or NFC tag. See StageNow Encryption for more information. De-select this checkbox if necessary to save space.

  6. Select Complete Profile to proceed to the Publish window. The Profile status at the top right of the screen is now Complete.

V. Publish

The Publish section of the Wizard permits selection of a staging method, testing of the method for Profile functionality, and making the Profile available to the staging operator. This window lists the available Profile delivery types, and displays dates and times when the Profile was Last Tested, Published and Staged.

Barcode Profile Staging

To stage a barcode Profile:

  1. Select the Barcode tab: image Click image to enlarge; ESC to cancel.

  1. To stage devices from content stored on a server, check the "Host the Deployment Package Outside of StageNow FTP Server" and enter the server address and fully qualified file name (including path, see image above) of server-based content using the Source URI syntax. For more information and examples of this syntax, see the Source URI and Examples sections of the File Manager guide. This feature supports HTTP, HTTPS, FTP and FTPS (FTP over TLS or SSL) protocols and basic authentication of URL-embedded credentials (Devices with MX 4.4+ support FTP only; HTTP/HTTPS requires MX 7.0 or higher on device; FTPS requires MX 7.1 or higher).

  2. Select the checkbox for PDF417 or Linear to specify the type of barcode for deployment, or choose Select All to select all barcode types.

  3. Select Test to test the functionality of the Profile before publishing. This generates a PDF of test staging barcode(s). While this step is optional, it is important to determine whether the Profile functions as intended before making it available to the operator(s) for staging devices. image Click image to enlarge; ESC to cancel.

  4. If the staging material functions properly, select "Publish" to publish the material for operator use. Note that the administrator can choose to publish only certain types of barcodes that were successfully tested, and publish the others when they are ready.

  5. Enter staging instructions for the operator. image Click image to enlarge; ESC to cancel.

  6. Select "Publish Now" to continue. image Click image to enlarge; ESC to cancel.

  7. To make the Profile available for staging, select "Stage" to generate a PDF of staging barcode(s) that devices can scan for staging. See Device Staging.

  8. To export the Profile for consumption by StageNow or an MDM, select the "Export For StageNow" or "Export For MDM" button. See Exporting Staging Profiles.

Select "Unpublish" to unpublish a Profile and remove operator access.

NFC Profile Staging

IMPORTANT: Data contained in the .bin files for NFC or USB/SD Card staging is limited to the equivalent of two (2) barcode PDF files. If “file too long" (or similar) message appears when generating the file, reduce the file size by moving settings in the "Config" section of the Profile to the "Deployment" section until the barcodes generated for the Profile requires no more than two (2) PDFs.

To stage an NFC Profile:

  1. Select the NFC tab. image Click image to enlarge; ESC to cancel.

  1. Select Test to test the functionality of the Profile before publishing. This saves the NFC tag as a .bin file for testing. While this step is optional, it is important to determine whether the Profile functions as intended before making it available to the operator(s) for staging devices.

  2. If the staging material functions properly, select Publish to publish the material for operator use.

  3. Enter staging instructions for the operator.

    image

  4. Select Publish Now.

  5. To make the Profile available for staging, select Stage. This saves the NFC tag as a .bin file that devices can read for staging. See Device Staging.

  6. To export the Profile for an MDM or for StageNow, select the Export For MDM or Export For StageNow button. See Exporting Staging Profiles.

To unpublish a Profile and remove operator access, select Unpublish.

USB and SD Card Profile Staging

StageNow 3.3 (and later) allows the .bin file(s) generated during the NFC Staging process to be used for staging a device from a USB drive or SD card.

To automatically stage a device from a USB drive or SD card:

  1. Generate .bin file(s) using the NFC Profile Staging procedures above.
  2. Create a folder called "Stagenow" on a USB drive or SD card.
  3. Copy the .bin file(s) to the new folder's root level.
  4. Attach (or insert) the storage device and boot the (new or enterprise-reset) device to be staged.

To manually stage a device from a file on the device:

  1. Generate .bin file(s) using the NFC Profile Staging procedures above.
  2. Copy the .bin file(s) to any location on the device.
  3. Launch the StageNow client and tap the "Browse" button.
  4. Navigate to and tap the .bin file copied in Step 2 to begin staging.

Android SUW Bypass Notes

  • On devices with MX 9.0, processing any .bin file causes Setup Wizard bypass.
  • On devices with MX 9.1 and later, processing includes a security check to ensure that bypass occurs only if the StageNow Profile was created using MX 9.1 or later.
  • Devices with MX 9.1 (or later) automatically skip the Android Set-up Wizard and begin staging when a .bin file is found.
    Learn more about SUW bypass limitations.

Staging from External Storage Notes

  • StageNow writes the name and path of the storage medium into the Profile. The same medium (with the name/path unchanged) can then be connected to the device and used as the source of staging data instead of a host PC or server. 
  • All files needed for staging MUST be present in external staging medium for successful device staging by this means. More info below.
  • A Staging Profile stored on SD card takes precedence over USB (if both are present).

USB Staging Platform Notes

  • If using a USB stick as the Source Access Method during Profile creation:
    For SDM660-platform devices, the USB-based storage path (mount point) is preceded by /storage/usbotg/, as below: image Click image to enlarge; ESC to cancel.
    For 8956-platform (and earlier) devices, the USB-based storage path (mount point) is preceded by /storage/xxxx-xxxx/ as below, where xxxx-xxxx is an unique identification number assigned to each USB stick:
    image Click image to enlarge; ESC to cancel.
    To view this unique number, mount the USB stick on the host PC and execute the following commands in a terminal window:

        
    adb shell
    cd /storage/

To avoid the requirement to use a unique USB storage number:

  1. Select USB as the media type in StageNow.
  2. Mount the USB stick on the host PC.
    The workstation assigns a drive letter (usually "D:\") to the stick and copies the files from the host PC to the stick.
  3. Finish creating the Profile and generate staging barcode(s) as usual (details below).
  4. When ready to stage a device, connect the USB stick to the target device and scan the barcode.
    The files are transferred from USB stick to the device as directed by the Profile.

Serverless Staging

Files required for staging (.apk, .pfx .bin, etc.), can be copied to a USB or SD card storage medium during Profile creation and consumed by a device being staged, removing the need for the device to connect with an FTP server or PC host when it executes the staging Profile.

To use external storage for staging:

  1. Mount the USB or SD card on the host workstation.
  2. Add FileMgr to the Profile.
  3. Under "Target Source Access Method," select "File in the Device File System."
  4. Under "Source Access Method," select "File in the Device File System."
  5. The Local Content Source Selector appears (as below). Select source and Click OK. image Click image to enlarge; ESC to cancel.
  6. Confirm that the "Source Path and File Name" field has been populated correctly in the Profile, including the unique identification number (if USB storage) similar to the example image: image Click image to enlarge; ESC to cancel.
  7. Complete the Profile and generate barcode(s).
    To stage the device:
  8. Connect the media to the device and mount. Then:
         a. Scan the barcode(s) to apply the staging Profile.
         b. Open StageNow client on device and navigate to the .bin file on the device to begin staging.

Copying a Staging Profile

To create a new Profile by copying an existing one:

  1. Select the Copy icon (shown below) next to the Profile. image Click image to enlarge; ESC to cancel.

  2. Enter a new name for the Profile, and select Save. image Click image to enlarge; ESC to cancel.

  3. A window indicates the Profile was copied successfully. Select OK.

  4. See the next section for instructions on editing the new Profile.

Editing a Staging Profile

Note:
In-progress Profiles created in StageNow 2.0 may not function after upgrading to the latest StageNow Tool.

To edit a Profile:

  1. Select the Profile from the home screen.

  2. Use the navigation UI in the Wizard to locate the setting to update. See Navigating the Wizard. image Click image to enlarge; ESC to cancel.

  3. Select Edit to enable the fields for updating.

  4. Make the required changes and select Save, or select Cancel to discard the changes.

  5. Select Continue and proceed through the Wizard.

  6. In the Review section, select Complete Profile to move to the Publish section to generate updated barcodes or NFC tags.

Exporting Staging Profiles

Note:
Incomplete Profiles cannot be exported.

To export a single Profile for StageNow or for an MDM:

  1. Select the Export icon next to the Profile. image Click image to enlarge; ESC to cancel.
    image Click image to enlarge; ESC to cancel.

  2. Select whether to export for an MDM or for within the StageNow tool. image Click image to enlarge; ESC to cancel.

  3. If selecting Export For StageNow, to lock the Profile so it cannot be changed and hide the details from other administrators, select the check box, and then select OK.

  4. Select a location for the Profile and select Save. A window indicates that the Profile was exported successfully.

  5. Select OK.

Note: RD settings are not exported and so cannot be imported.

Exporting All Profiles

Note:
Incomplete Profiles are not exported.

To export all staging Profiles:

  1. Select All Profiles. image Click image to enlarge; ESC to cancel.

  2. Select the Export Profile(s) button. image Click image to enlarge; ESC to cancel.

  3. To lock the Profile so it cannot be changed and hide the details from other administrators, select the check box.

  4. Select OK. image Click image to enlarge; ESC to cancel.

  5. The default name for the zip file containing all Profiles is MULTI_PROFILES.ZIP. Select a location for the Profile and select Save. A window indicates that the Profile was exported successfully.

  6. Select OK.

Importing a Staging Profile

To import a Profile:

  1. Click "All Profiles" in the Home screen's left-hand pane: image Click image to enlarge; ESC to cancel.

  2. Click "Import Profile(s)" button. A navigation dialog appears: image Click image to enlarge; ESC to cancel.

  3. Navigate to the file to be imported and click "Import" button. A dialog appears to indicate that the Profile was imported successfully.
    Click OK.

  4. The imported Profile appears in the Profiles list. Profiles locked during export appear with a lock icon after import: image Click image to enlarge; ESC to cancel.

IMPORTANT: After importing a staging Profile, its settings counters are reset to zero (see image below).

image Click image to enlarge; ESC to cancel.

Deleting a Staging Profile

To delete a Profile:

  1. Select the trash icon next to the Profile. image
    image Click image to enlarge; ESC to cancel.

  2. Select OK to confirm the deletion.

  3. A window indicates that the Profile was successfully deleted. Select OK.

Upgrading Profiles

StageNow 2.3 and later allow the administrator to upgrade Profiles created in any released or beta StageNow version to the latest version, i.e., StageNow 2.5.

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