Transfer a Gateway Device Using Escrow Devices

In this section, learn about the escrow device transfer process. The diagram below depicts the workflow from the customer to EdgeIQ.

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Both the customer and manufacturer must complete several reciprocal steps in the process, which is given here:

Step 1 — The customer places an order for the device from a manufacturer.

Step 2 — The manufacturer registers the escrow device with a token.

To create an escrow device, go to Management > Devices > Escrow Devices and click + Create Escrow Device. Enter a Unique ID and Token for the device.

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Step 3 — The manufacturer will need to image the device with a token. By default on Linux systems, the EdgeIQ service looks for this token within the /opt/escrow_token file.

Step 4 — Next, the customer connects and powers on the device. The local EdgeIQ service will phone home to the EdgeIQ API with the token and await its configuration.

Step 5 — The manufacturer issues a transfer request for the device by navigating to Management > Devices > Escrow Devices and clicking Issue Transfer Request. Select the device from the list and select Next.

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Enter the Account ID of the Customer and the Device Type, then click Issue Transfer Request.

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Now, the Manufacturer can find the transfer request at Monitoring > Transfers > Transfers Sent.

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Step 6 — The customer can now accept the device transfer. Navigate to Monitoring > Transfers > Transfers Received, locate the device and click Accept Transfer.

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In the pop up window, choose the Device Type profile to assign to this device, and then click Issue Transfer Request.

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The device will now be transferred to your account and will show up under Devices.