Hybrid clouds | Set up and connect iOS devices

1. Turn the device on. You are greeted with a screen that says “Hello” in different languages.

2. Swipe up from the bottom of the screen and select the language and country.

3. On the Quick Start screen, tap Set Up Manually.

4. During manual setup, do the following:

   1. On the Choose a Wi-Fi Network screen, log in to the appropriate Wi-Fi network.

      Depending on your testing environment, you might have an open Wi-Fi network and a closed WiFi network. The closed Wi-Fi network is generally used in testing environments for content and URL filtering as well as blocking update servers. iOS devices, when first being set up, usually need to be on an open Wi-Fi network because there will be several stock Apple apps that need to be downloaded.

   2. If a trust certificate popup window appears, tap Trust.

      After logging into the appropriate Wi-Fi network, the device will need a moment to load.

   3. On the Data & Privacy screen, tap Continue.

   4. On the Face ID screen, tap Set Up Later in Settings.

   5. On the Create a Passcode screen, tap Passcode Options > Don't Use Passcode.

   6. In the popup window that appears, confirm your selection by tapping Don't Use Passcode.

   7. On the Apps & Data screen, tap Don’t Transfer Apps & Data.

   8. On the Apple ID screen, tap Forgot passcode or don’t have an Apple ID?. Then tap Set Up Later in Settings and confirm by tapping Don't Use.

   9. On the Terms and Conditions screen, tap Agree.

   10. On the Express Settings screen, tap Customize Settings.

   11. On the Keep Your iPhone Up to Date screen, tap Continue.

   12. On the iMessage & FaceTime screen, tap Not Now.

   13. On the Location Services screen, tap Enable Location Services.

   14. On the Siri screen, tap Set Up Later in Settings.

   15. On the Screen Time screen, tab Set Up Later in Settings.

   16. On the iPhone Analytics screen, tap Don’t Share.

   17. On the True Tone Display screen, tap Continue.

   18. On the Appearance screen, select Dark and then tap Continue.

   19. On the Display Zoom screen, select Standard and then tap Continue.

5. When the Welcome to iPhone message appears, swipe up from the bottom of the screen.

   When complete, the device shows the home screen.

6. Continue with Configure device settings.

1. Open the Settings app.

2. On the Settings screen, do the following:

   1. Under Notifications, turn off Amber Alerts, Emergency Alerts, and Public Safety Alerts.

   2. (iOS 17 only) To avoid test disruption after upgrading a device to iOS 17, under General > Airdrop, make sure that the Bringing Devices Together toggle is turned off.

   3. Under General > Keyboard, turn off all settings under ALL KEYBOARDS.

   4. Under Display and Brightness, do the following:

      1. Turn the brightness to the lowest setting by sliding the control to the very left.

      2. Turn off Auto-Brightness.

      3. Tap Auto-Lock and select Never or the longest option available.

         The options under Auto-Lock may be different depending on your company’s security policies. We suggest setting this to the longest possible setting. The longer the time, the less likely a user will idle on the device for too long and send it into error.

   5. Under Safari > Advanced, confirm that both JavaScript and Web Inspector are turned on.

1. Return to the home screen and confirm that all apps have downloaded on the first and second home screen pages.

2. If any apps are still loading or waiting, tap each of them. This should prompt the device to start downloading these apps.

3. When all apps have downloaded, if your testing environment uses a closed Wi-Fi network, change from the open Wi-Fi network to the closed Wi-Fi network, as follows:

   1. On the Settings screen, under Wi-Fi, tap the Wi-Fi network that the device is currently connected to.

   2. On the network screen, tap Forget This Network, and then, to confirm, tap Forget.

   3. When the device is done processing, tap the network you would like to connect to.

   4. Enter the network credentials and click Join.

   5. If a trust certificate popup window appears, tap Trust.

4. Bring the device to the home screen by swiping up from the bottom or tapping the Home button.

1. When the iOS device is set up and ready to go, get a USB-A cable with Lightning connector.

2. Plug the Lightning connector into the device and the USB-A into a port on the HSS.

   The first time this device is connected to this HSS, a Trust This Computer? popup message appears.

3. Tap Trust.

1. In the Perfecto desktop app, go to System Administration > Devices tab.

   On the Devices tab, the device should show up with a status of Ready to connect.

   

2. If there are too many devices to show on a single screen, use the search box to filter for devices in the Ready to connect state.

   

3. If, after 5-10 minutes, the device does not show up in the cloud, do the following:

   1. Unplug the device, restart it, and check all settings.

   2. Plug the device back in and wait another 5-10 minutes.

   3. If the device still does not show up, replace the cable.

   4. If replacing the cable does not help, restart the HSS.

Provisioning is required when the device has a status of Ready to connect, before it can be transitioned to Connected.

To provision the device:

• Open a ticket with Perfecto Support, requesting the device be provisioned. As part of the request, provide the Device ID, also known as the UDID. You can find this information on the Devices tab.

  

1. Confirm that the device:

   • Is turned on, unlocked, and on the home screen.

   • Still has a status of Ready to connect in the cloud (on the Devices tab).

2. On the Devices tab, select the device you want to connect.

   

3. At the top left, click Connect.

   

4. In the Connection wizard, do the following:

   1. In the Connect Device Step 1 panel, make sure the selections are correct. Pay special attention to the Distributor. This is the template for the device, and it must match the current iOS version. In the example image, the device is on iOS 14.6, so we choose the IOS14 template from the Distributor list.

      

   2. Click Next.

      While the next panel is loading, the Next button will be unavailable.

   3. In the Connect Device Step 2 panel, click Next.

      

      It can take up to 8 minutes for a device to connect. Do not exit or cancel the wizard during this time.

   4. In the Connect Device Step 3 panel, accept the default settings and click Next.

      

   5. In the Connect Device Step 4 panel, select the roles you would like assigned to the device, as follows:

      

      1. Under Existing Roles, select the desired role or roles, and then click the right arrow to move the selected role or roles to the Device Roles list on the right. To remove a role from the device, select that role in the Device Roles list and use the left arrow to move it to the Existing Roles list on the left.

      2. Click Next.

      The Connect Device Step 5 panel opens, showing a preview of the device, indicating that the device is connected and accessible from the cloud.

      

   6. Click Finish to complete the connection.

   The device now shows a status of Connected. It should be ready to use.