Setting up policy templates

Use Setup assistant to set up policy templates.

1. Log on to AccessAdmin.
2. Click Setup assistant.
3. Click Begin.
4. Select your initial system settings.
   • Enable automatic sign up
   • Enable self-service features
5. Click Next.
6. Select the second factors that your users can use to authenticate.
   • RFID card
   • Fingerprint
   • RFID card or fingerprint
   • Smart card
   • Hybrid Smart card
7. Click Next.
8. Select whether your users are using personal or shared workstations.
   • Support shared workstations
   • Support personal workstations
9. Click Next.
10. Select the appropriate desktop types for your users.
    • Use a shared desktop
    • Support private desktops
    • Support roaming desktops
11. Click Next.
12. Select whether you want AccessAgent to be enabled for Citrix or Terminal Server.
13. Click Next.
14. Type a name for the policy template.
15. Click Next.
16. Select whether your users can use combinations of authentication factors to logon.
17. Click Next.
18. Specify your RFID-only logon settings.
19. Click Next.
20. Specify your single factor hybrid smart card settings.
21. Click Next.
22. Click Next.
23. Click Done.