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Managing Device Records

Blueprints is being replaced by Blueprints 2.0. If you're on the older Blueprints experience, you'll soon be upgraded to Blueprints 2.0. See our Blueprints 2.0 documentation for more information. We will no longer offer device records. Device records will be treated as devices with limited functionality in Blueprints 2.0.
By default, customers will be on the Templates experience. You can contact Esper to learn more about the Blueprints experience.

Device records represent devices that have not yet been provisioned. Once provisioned through Seamless Provisioning, these records will match with the device and automatically enroll with the Blueprint they’ve been assigned to. 

In this article: 

Creating a Device Record

Navigate to the Devices & Groups section of the Console and click on the Provision tab. Choose the Group you’d like to provision the device to. Then select Seamless Provisioning from the Provisioning Methods dropdown. 

1-Provision_tab_in_devices_and_groups.png

Next, add devices individually or through a bulk upload. 

Individual Devices

For an individual device, select its unique identifier from the dropdown. The following types are supported: 

  • Serial Number 
  • IMEI 
  • MEI
  • WifiMacID
  • EthernetMacID

2-serial_number_selected_as_unique_identifier.png

Optionally, an alias and tags can also be added to help identify the device.

Bulk Upload

Bulk upload allows you to upload multiple devices at once. To do so, download the CSV template, fill in the details, and upload the .csv file. 

3-bulk_upload_button__must_be_csv_.png

Having trouble uploading the file? Try uploading the file to Google Sheets or opening it in Microsoft® Excel® to verify that the file is formatted correctly. 

Once the file is uploaded, you can navigate away from the modal or upload another file.

4-bulk_upload_with_success_message.png

Managing Device Records 

When a device is uploaded a record is created. A record is a Unique Identifier (IMEI, Serial Number, Mac Address) that is associated with a device. A record can be assigned a group, tag, and alias. 

To view Device Records, navigate to Devices & Groups and click on the Device Record count in the Summary > Directory Management section. 

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Once in the Ready to Onboard screen, you’ll see the pre-provisioned devices.

6-_device_records_ready_to_onboard.png

 

Use the Filter button to filter the list, the gear button to choose between device attributes (serial number, IMEI, etc.), or the Actions button to manage devices. 

Select devices to bulk manage or click on the ellipsis to open the action dropdown menu. 

 

7-elipsis_highlighted_and_to_open_the_action_dropdown_menu.png

 

Seamless Provisioning

After you’ve added a record to the Console, the next step is to Seamlessly Provision the device. Read more about Seamless Provisioning. 

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