Creating an Enrollment Policy for a Directory Enrollment Type

Before you begin

This procedure requires an LDAP connection. See Adding an On-Premises LDAP Connection if one is not in place.

Important: This article is for Windows desktop devices running Supported Windows Versions for Windows Modern Desktop.

For instructions on enrolling devices running other versions of Windows, see Adding Windows Devices.

Important: Do not manage Windows Modern Desktop devices using an additional EMM, MDM, or UEM solution.

About this task

Use this procedure to create a policy to enroll Windows Modern Desktop devices using a directory enrollment type that maps LDAP user groups to SOTI MobiControl device groups.

Note: The persons enrolling their devices must be members of the LDAP user group. Users are part of every enrollment policy involving an LDAP group of which they are a member. Only the oldest active policy applies to the user.

Procedure

From the main menu, select Policies > Enrollment. The Enrollment Policies view displays.
Select New Enrollment Policy. The Enrollment Policy wizard launches.
Select the Windows > Modern Desktop platform. The General tab displays.
On the General tab, enter a Name and Description for the policy. Make the name brief and informative to distinguish it from others, especially if you plan to create many enrollment policies.
Select Next. The Enrollment Type tab displays.
From Enrollment Type, select Directory.
Select Next. The Groups view displays.
From the Groups view, select to add LDAP user groups.
For each group, select a Device Group destination for enrollment or select Block Access to prevent a user group from membership in a device group under this policy.

Note: LDAP user groups included in other enrollment policies are not selectable.
Select Next. The Settings view displays.

Update the settings as required.


Enrolled Device Name	Select an identifier for the device. Select the gear icon to insert macros to autofill portions of the device name. Example: The following example shows device naming using the Enrolled User Username (`%ENROLLEDUSER_USERNAME%`) macro to generate device names like Ottawa Sales - sarah.
Cache Password	Caches the LDAP password entered by the device user during enrollment for 10 minutes. During this time, profiles targeting the device with configurations requiring account credentials (Email, VPN, WiFi, etc.) includes the cached password in the configuration. This avoids repeat prompting for the same credentials.
Preserve Device Location on Re-enrollment	SOTI MobiControl remembers the group membership of the device when it is re-enrolled.
Preserve Device Name on Re-Enrollment	SOTI MobiControl remembers the previously assigned device name when a deleted device is re-enrolled.
Activation Date	Specify the date that activates the policy.
Activation Time	Specify the time that activates the policy.
Set Deactivation Date	Specify the date and time that deactivate the policy.
Device Enrollment Limit	Set the maximum number of devices you can enroll using this enrollment policy.

Select a certificate authentication authority. Select Next.

Note: To add or update a certificate authority, select Manage Certificate Authorities. See Certificate Authority Page.
Select Finish. The Enrollment Policy Info window opens.
Copy the MDM server URL required for distribution to users.
Note: Give the MDM server URL to the user to complete the full enrollment URL. The final format of the URL is https://<MDM server URL>/mc/enroll/. You may also find the enrollment URL in the enrollment policy details.
Select Ok.

Results

Your Windows Modern Desktop enrollment policy is complete.

What to do next

Provide the MDM server URL (FQDN) to the end users and instruct them to complete the steps in Performing a Directory Enrollment by the User to enroll their devices.