Setting up a Compliance Policy

About this task

Use compliance policies to create custom filters that flag devices that meet the specified criteria and potentially perform automatic actions on non-compliant devices.

To create a new compliance policy:

Procedure

  1. Open the Compliance Policies view from the main menu.
  2. Click New Compliance Policy to launch the Create Compliance Policy wizard (see Create/Edit Compliance Policy).
  3. Choose the device type you want this compliance policy to apply to. You can only create compliance policies per device type and settings differ based on device type. You can create a policy for the following device types:
    • Android
    • iOS
    • Linux
  4. Enter a name and description for the compliance policy. Click Next.
  5. Under Non-Compliant Criteria, click inside the Add a filter field to activate it. Start to type the name of a device or extended property to narrow down the list or scroll through the dropdown list to find a property.
    Note: Devices that match the criteria specified here are deemed non-compliant.

    The compliance policy criteria filter uses the same search functionality as the Devices view search, though with a more limited number of properties. You can combine multiple properties using Boolean operators. Available properties differ depending on device type.

    Learn more about crafting complex filters at Advanced Search.

  6. Under Actions, click Add to specify the actions SOTI MobiControl should perform on non-compliant devices.
    If you do not specify any actions, non-compliant devices are simply flagged as non-compliant in the console and no further actions are taken.
  7. Select an action type from the dropdown list.
    Options change depending on which action is selected.

    Refer to Compliance Policy Actions for a list of available actions.

  8. Configure the action and click Add Action. You can add multiple actions to a compliance policy.
    You can set actions to execute as soon as a device is deemed non-compliant or delay their execution.
  9. Click Save to save the compliance policy without assigning it to any devices or Save and Assign to proceed straight to assigning it.

Results

The new compliance policy will be visible in the Compliance Policies view where you can continue to make changes as needed.

What to do next

Assign the compliance policy to devices.