After adding a client onboarding workflow (refer to Adding an Onboarding Workflow), you must design and publish the workflow. This task involves configuring the workflow actions, customizing the portal design, and publishing the workflow.

1. On the details page of the selected workflow, click one of the Configure buttons.
   The Workflow Designer page is displayed.

   

   The Workflow Designer page allows you to build the client onboarding workflow, customize the client portal design, and preview the configured portal content. The workflow is automatically validated to ensure each step meets predefined criteria before publishing, which prevents errors and enforces consistency. Refer to Workflow Validation for additional information.
2. Click Start building your Onboarding Workflow.
   A sidebar with the Actions Library and Workflows Library tabs is displayed.

   • The Actions Library tab contains the following subsections. Each subsection includes plugins (services) that you can add to the workflow:
     • User Interaction
     • Device Onboarding
     • Authentication
     • Operational
     

   • The Workflows Library tab displays a list of existing workflows.

     

     You can click OK to close the sidebar.

   Note: When designing a workflow, there are common actions and options that you can use across multiple steps. Understanding these helps streamline workflow creation and avoids repetition.

   • Once you start creating a workflow, selecting a process flow tile in the Workflow Designer displays the icon. Click this icon to open the Actions Library sidebar.
   • The Preview option is available in multiple steps. Use it to view how the configured portal design will appear on a PC, tablet, or mobile device.
   • When you select any added plugin tile on the Workflow Designer, a three-dot icon appears on the upper right-hand corner. Hover your cursor over to access the (edit), (preview), and (delete) icons. You can delete a single step or all of the steps (children) under it.

     

3. In the Actions Library tab, hover your cursor over Acceptable Use Policy (AUP) from the User Interaction section and click Add.
   The Acceptable Use Policy (AUP) sidebar is displayed.

   

   • In the Acceptable Use Policy (AUP) sidebar, complete the following and click Add Step:
     • Title: Displays the default text Welcome to the ACCOUNT_NAME Network for the portal welcome statement. Replace ACCOUNT_NAME with your network name. You can modify the text if required.
     • Message: Displays the default text. Replace ACCOUNT_NAME with the name of your network. You can modify the text if required.
     • Policy Content: Enter the terms and conditions that your client must agree to before network access. Alternatively, click Upload file instead to select and upload a local file containing policy wording that you have already written. Supported file formats are .pdf, .docx, .dot, and .doc.
     After clicking Add Step, the AUP is created and displayed as a process tile in the Workflow Designer.
4. In the Actions Library tab, hover your cursor over the Custom Message from the User Interaction section and click Add.
   The Custom Message sidebar is displayed.

   

   • In the Custom Message sidebar, complete the following and click Add Step:
     • Page Title: Enter the page title.
     • Page Body Text: Enter the text to display on the onboarding page.
     After clicking Add Step, the custom message is created and displayed as a process tile in the Workflow Designer.
5. In the Actions Library tab, hover your cursor over the Display a Form from the Operational section and click Add.
   The Display a Form sidebar is displayed.

   

   • In the Display a Form sidebar, complete the following and then click Add Step:
     • Title: Enter a title for the form. The title will appear at the top of the portal UI page.
       Note: This field is enabled by default but can be disabled using the toggle switch on the right.
     • Intro text: Enter an introduction. The introduction text will appear near the top of the portal UI page.
       Note: This field is enabled by default but can be disabled using the toggle switch on the right.
     • Field 1: This field is predefined; the Label is Username and the corresponding Field Type is Username. You can modify the label, but the Field Type cannot be changed.
     • Add Field : Click Add Field to add additional fields. For each added field, enter a label and select a field type from the drop-down list. The options include Email Address, Phone Number, First Name, Last Name, or Custom Field.
     After clicking Add Step, the process tile is added to the Workflow Designer.
6. In the Actions Library tab, configure only one of the following Device Onboarding authentication options:
   • Provide DPSK: Generates DPSK and Identity for the requested Identity Group. Refer to Adding a DPSK Service.
   • MAC Address Registration: Registers the client device MAC address with RADIUS and assigns it to the selected Identity Group. Refer to Adding MAC Registration Lists.
   • Install a certificate: Issues a certificate to the device based on the selected template and maps it to the Identity Group and the linked networks. Refer to Adding a Certificate Template.

   Note: You must have an Identity Group defined before adding a device authentication option. Refer to Adding an Identity Group for more information.

   Provide DPSK

   1. Hover your cursor over Provide DPSK and click Add.
      The Provide DPSK sidebar is displayed.

      

   2. From the Choose Identity Group drop-down, select an identity group.
   3. From the Choose Identity drop-down, select an identity.
   4. Click Add Step.
   The process tile is added to the Workflow Designer.
   MAC Address Registration
   1. Hover your cursor over MAC Address Registration and click Add.
      The MAC Address Registration sidebar is displayed.

      

   2. From the Choose Identity Group drop-down, select an identity group.
   3. From the Choose Identity drop-down, select an identity.
   4. Click Add Step.
   The process tile is added to the Workflow Designer.

   Install a certificate

   1. Hover your cursor over Install a certificate and click Add.
      The Install a certificate sidebar is displayed.

      

   2. From the Choose Certificate Template drop-down, select the required certificate template.
      Once a template is selected, Identity Group displays the target identity group, and Linked Networks displays the linked Wi-Fi networks, with the total number of networks shown in brackets.
   3. From the Assign to Identity drop-down, select an identity.
   4. Click Add Step.
   The process tile is added to the Workflow Designer.
7. In the Actions Library tab, hover the cursor over SAML Authentication from the Authentication section and click Add.
   The SAML Authentication sidebar will be displayed.

   

   • In the SAML Authentication sidebar, complete the following and then click Add Step:
     • For Choose SAML IdP Profile, select a SAML IdP profile from the drop-down list or click Add Profile to create a new SAML IdP Profile (refer to Adding and Managing a SAML Identity Profile). When you select an existing profile, you can view additional profile details as follows:
       • Require SAML requests to be signed: Displays Yes if the SAML request signature option is enabled and No if it is disabled.
       • SAML response encryption: Displays Yes if the SAML response encryption option is enabled and No if it is disabled.
       • Server Certificate: Displays the name of the server certificate.
       After clicking Add Step, the process tile is added to the Workflow Designer.
8. In the Actions Library tab, hover your cursor over Directory Server Authentication from the Authentication section and click Add.
   The Directory Server Authentication sidebar is displayed.

   

   • In the Directory Server Authentication sidebar, complete the following and then click Add Step:
     • For Choose Directory Server Profile, select a Directory Server profile from the drop-down list or click Add Profile to create a new Directory Server (refer to Adding and Managing a Directory Server Profile). When you select an existing profile, you can view additional profile details as follows:
       • Server Type: Displays the server type (AD or LDAP).
       • Enables TLS encryption: Displays Yes if TLS encryption is enabled and No if it is disabled.
       • FQDN or IP Address: Displays the domain name or IPv4 address and port number.
       • Windows Domain Name: Displays the Windows Domain Name in formats such as dc=domain, dc=ruckuswireless, dc=com, or dc=ldap dc=com.
       • Admin Domain Name: Displays the administrator domain name in formats such as admin@domain.ruckuswireless.com or cn=admin, dc=ldap dc=com.
       • Admin Password: Displays the password in dotted format with an icon to reveal it.
       After clicking Add Step, the process tile is added to the Workflow Designer.
9. On the upper-right corner of the Workflow Designer page, click Portal Look & Feel.
   The Portal Design page is displayed.

   

   In the Portal Design page, you can customize the following:

   • Your Logo
   • Title Text Style
   • Body Text Style
   • Button Style
   • Background Image or Color

   On the upper-right corner of the Portal Design page, click Components to manage portal components. Using the corresponding toggle buttons, you can show or hide the following components in the portal.

   • Logo
   • Powered By
   • WiFi4EU (Snippet Settings)
10. Click in the upper-right corner of the Portal Design page to return to the Workflow Designer wizard.
11. Click Close in the upper-right corner of the Workflow Designer wizard to return to the specified workflow details page.
12. Click Publish to publish the workflow.
    The Onboarding Workflows page refreshes. The workflow table row displays a Status of Published and a URL that you can open in a new browser tab or copy to share with clients.