Configure On-Device Sales Automation

If your marketplace supports On-Device Sales Automation (ODSA), Company Administrators can configure the following settings:

• Enable or disable ODSA for their company—Disabled by default. Company Administrators must enable it for their own company.
• Set up the on-device application installation—After ODSA is enabled for their company, Company Administrators must complete the ODSA setup so that mobile applications can be installed on iOS devices.

After you configure ODSA as described in the following procedure, all company users with iOS devices can enroll their devices by downloading the AppDirect Authentication application from the Apple App Store on their iOS devices. They can then log in with their marketplace credentials and follow the on-device instructions to enroll. After users enroll, applications they are entitled to are pushed to their devices.

Ensure that you have enabled ODSA for your company before you start the following procedure. See Enable On-Device Sales Automation.

To configure On-Device Sales Automation

1. Do one of the following, depending on whether ODSA was enabled during company creation or afterward:
   • If ODSA was enabled during company creation—The On-Device App Install Setup page opens automatically the first time you log in as a Company Administrator, and you must complete the setup before you can navigate to any other page. You can, however, navigate to other pages if you are logged in with a different role. Proceed to the next step.
   • If ODSA was enabled by you or another Company Administrator after the company was created—Click Company Setup in the yellow ribbon that appears at the top of any page in the user interface (the message is only visible from within the account portal). The On-Device App Install Setup page opens. Proceed to the next step.
2. Under Download your Certificate Signing Request (CSR), click Download. The certificate file is necessary later in this procedure.
3. Under Create Apple Push Certificate, click Sign in to the Apple Push Certificate Portal. The Apple Push Certificates Portal Sign-in page opens.
4. Enter your Apple ID and Password, then click Sign In.
5. (Optional). If you have two-factor authentication enabled for your Apple account, an identity verification dialog opens. If this occurs, click Allow. Enter the 6-digit verification code that is sent to your device, then click Continue. The Apple Push Certificates Portal page opens.
6. Click Create a Certificate. The Terms of Use page opens.
7. Select the terms and conditions checkbox and click Accept. The Create a New Push Certificate page opens.
8. (Optional) Add a note that you can refer to when you are managing the certificate at a later date.
9. Click Choose File. A file browser opens.
10. Navigate to the certificate file you downloaded earlier and click Open.
11. Click Upload. The Apple Push Certificates Portal page opens and a confirmation message appears.
12. Return to the On-Device App Install Setup page. Under Upload Apple Push Certificate (step 3 on that page), enter your Apple ID, upload the Apple Push Certificate that you created in the previous step, then click Finish.

• If ODSA was enabled after company creation, the Company Settings page opens and a confirmation message appears next to the ODSA Enable toggle. Skip the following step.
• If ODSA was enabled during company creation, the Invite Users pane opens. Proceed to the following step.

13. If ODSA was enabled during company creation, the On-Device App Install Setup page opens. It contains fields that you can complete to invite users to join your company.

• If you do not want to invite users at this time, click Next.
• To invite users
  1. Enter user email addresses, select the roles that you want to assign to them from the drop-down list, then click Next. The Assign Users to Apps panes open.
  2. (Optional) Select the user's name in the left pane, then select the applications you want to assign to the user from the right pane.
  3. Click Next.

Manage On-Device Sales Automation

After the ODSA setup is completed, you can return to the Apple Push Certificates Portal page to manage existing certificates and create new ones, as required.

To manage ODSA

1. On the Apple Push Certificates Portal page, click Manage. The Certificates for Third-Party Servers page opens. It includes a Create a Certificate button, and also displays a list of existing certificates.
2. Click any of the following buttons to manage certificates:
   • Renew—Opens the Renew Push Certificate page, where you can renew the certificate. You can renew a certificate before the expiration date, which is one year after the creation date.
   • Download—Downloads the certificate for future use or reference.
   • Revoke—Revokes the certificate. When you revoke an active push certificate, users must re-enroll their devices with a new certificate.