Microsoft profile management

Upgrade to Microsoft Edge to take advantage of the latest features, security updates, and technical support. Feedback will be sent to Microsoft: By pressing the submit button, your feedback will be used to improve Microsoft products and services. Privacy policy. This topic discusses how to use the app profile manager to create app profiles and assign them to users. By default, the following app profiles are available out of the box for Customer Service workspace and Omnichannel for Customer Service.

These profiles can't be deleted or modified. When no app profile is assigned to an agent, the default profile is assigned. Make sure you have the App Profile Manager Administrator role.

More information: Security roles. For an app profile, you can add only one session template for each entity type. Typically, you will add one session template for each entity type, such as one each session template for accounts, contacts, and cases.

The settings that you enable for the app profile will be available for agents and supervisor only when you configure the corresponding templates and settings in the Customer Service Hub app or Omnichannel Administration app. For example, channels must be provisioned in Omnichannel for Customer Service and channel instances must be configured. In the App profiles section, select the app profile to which you want to assign templates.

Aviso legal. A Windows user profile is a collection of folders, files, registry, and configuration settings defining the environment for a user who logs on with a particular user account. Users can customize these settings depending on the administrative configuration. Citrix Profile Management supports the latest version of Windows 10 available at the release time of Profile Management.

It also supports all earlier versions of Windows The following table summarizes the recommended Microsoft Windows 10 operating systems for different versions of Profile Management:.

Attempts to upgrade an OS where Citrix user profiles exist might fail. To proceed with the upgrade, remove Citrix user profiles from the local machine. We recommend using a partial lockdown customization layout and deploying the customization through Group Policy. Applications pinned to the Start menu might disappear on the following operating systems after several logons:. To ensure that Start menu roaming works properly on Windows 10 , enable automatic configuration, or set the Disable automatic configuration policy to Enabled and then complete the following configuration steps:.

Automatic configuration works for Profile Management and later. Manual configuration works for all Profile Management versions. Starting with Citrix Profile Management , a folder added to Default exclusion list — directories or Exclusion list — directories cannot be synchronized even if you add it to Folders to mirror. To ensure that Start menu roaming works properly on Windows Server and Windows Server , enable automatic configuration, or set the Disable automatic configuration policy to Enabled and then complete the following configuration steps:.

Enable the Folders to mirror policy and then add the following folder to the list of folders to mirror:. Enable the Exclusion list — directories policy and then add the following folder to the list of folders to exclude:. Enable the Exclusion list — files policy and then add the following file to the list of files to exclude:. Configure separate policies for VDI and shared desktop platforms, or if using Profile Management and later, use automatic configuration.

Microsoft recommends Cached Exchange Mode so that a consistent online and offline Microsoft Outlook experience is enabled. The file can grow large. We recommend avoiding storing Microsoft Outlook data locally or on shared drives.

Use the Enable native Outlook search experience feature instead. This feature improves the user experience when searching mail in Microsoft Outlook. For more information on using this feature, see Enable native Outlook search experience. There are three locations from which you can configure Profile Management. Watch this video to learn more :. When Profile Management does not work, first validate whether the User Store configured is accessible. Profile Management now supports deleting stale cookies for Internet Explorer 10 and Internet Explorer In addition, add the following folders to the list of folders that you want to mirror:.

Insufficiently synchronized user profiles can result in slow logons, losses of user settings, and profile corruption. It can also need excessive administrative efforts.

To synchronize profiles efficiently, follow the recommendations described in this article. Folder redirection is a feature of Microsoft Windows that you can use with Profile Management. Folder redirection plays a key role in delivering a successful profile solution.

To use folder redirection, ensure that the relevant users are in the OU that Profile Management manages. Redirect all applicable folders of the preceding list. To exclude folders from redirection, add a policy that excludes those folders, for example, the Saved Games folder, from synchronization or roaming. If the machines are non-persistent, the folder is deleted on logoff. Profile Management lets you specify files and folders that you do not want to synchronize by customizing inclusion and exclusion lists.

For more information, see Include and exclude items. Profile Management fetches files in a profile from the user store to the local computer only when users access them after they log on. Doing so speeds up the logon process and reduces the profile size.

For example, if a file is not used, it is never copied to the local profile folder. You can also use the Always cache policy to impose a lower limit on the size of files that are streamed. Any file this size or larger is cached locally as soon as possible after logon. You can enable both the Enable profile streaming for folders and the Profile streaming policies to eliminate the need to fetch folders that are not accessed. This feature decreases logoff times compared to the Profile streaming feature, especially when there are many changed files.

This feature synchronizes modified files and folders but not registry entries to the user store during the session, but before logoff. Profile Management 5. To avoid cookie folder bloat, use the Process Internet cookie files on logoff policy to delete stale cookies. You can add the following folders to the list of folders to mirror:. For more information, see Process Internet cookie files on logoff.

The development, release and timing of any features or functionality described in the Preview documentation remains at our sole discretion and are subject to change without notice or consultation. The documentation is for informational purposes only and is not a commitment, promise or legal obligation to deliver any material, code or functionality and should not be relied upon in making Citrix product purchase decisions. Profile Management.

View PDF. This content has been machine translated dynamically. Give feedback here. These profiles can then be assigned to users.

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The profiles are available for agents and supervisors who use the Customer Service workspace or Omnichannel for Customer Service apps. The system requirements for the app profile manager are same as those for Customer Service workspace. More information: System requirements for Customer Service workspace.

Managing the app profiles is as follows. The tasks in every step will be done by administrators who have different roles. It could be one administrator or a set of administrators. Thereafter, users with the required agent or supervisor role will be able to see and use the settings that are made available through the assigned app profile.

If you do not assign an app profile, by default, the out-of-the-box app profile will be assigned. The Power Apps home page for app profiles is an easy-to-use interface that helps you get started with what you can do on the page.