Creating an iOS Device Policy

Before you begin

Important: When enrolling iOS devices using a trusted third-party certificate, bind the certificate to the Deployment Server Extensions and Web Console and iOS Profile Signing components in the SOTI MobiControl Administration Utility. Then, turn off Require Trust Profile During Enrollment.

Procedure

  1. From the main menu, select Policies > Enrollment—the Enrollment Policies view displays.
  2. Select New Enrollment Policy. The Enrollment Policy wizard launches.
  3. Below the Apple icon, select iOS / iPadOS. The General view displays.
  4. On the General view, enter a brief but descriptive name, especially if you plan to create many enrollment policies. Then optionally, a description for the policy. Then, select Next.
  5. On the Enrollment Type view, choose an enrollment type:
    • Device: Use when you prefer to have full control over the device.
    • User: Use in Bring Your Own Device (BYOD) environments.
      Restriction: Only supported on devices running iOS 13.1 or later. See iOS Enrollment Types for more information.
  6. Optional: For User enrollment only: Select the type of Managed Apple IDs authorized to enroll using this policy.
    Federated Accounts Select this option to use a Microsoft Entra ID connection to federate your Managed Apple IDs.
    Local Accounts Select this option to add local Managed Apple ID accounts. You can add up to 1,000 accounts. Accounts must conform to a valid email address format, such as user@domain or user@domain.topleveldomain.
    Tip: Select Import to upload a .csv file containing Managed Apple IDs. This file should be a list of Managed Apple IDs without a header.
  7. Select Next. In the Groups view, select if you require authentication for enrollment. No authentication means that devices skips user verification for enrollment. If you require authentication, select one of the following options:
    OptionDescription
    Password Specify a password for use across all devices that enroll with this policy. Once you have entered a password, select a device group destination.
    Directory Select to add directory groups. Choose a directory service from the dropdown and use the Search Groups field to find a group. You can add a new directory service connection by selecting Manage Services. From the dropdown menu, choose from the following options:
    • Directory
    • Identity Provider
    • SOTI Identity
    See Identity Management for more information.
    Tip: Users must configure OpenID Connect (OIDC) in Microsoft Entra ID to make the configured directory visible in an enrollment policy. The server URI in Microsoft Entra ID must be in this format: https://{server name}/mc/duas/oauth/2.0/azure/handleAuthCode. Where you replace {server name} with the name of your SOTI MobiControl server.
    Once you add the directory group, select a device group destination and an applicable terms and conditions.

    Important: You can add many directory groups to the enrollment policy. However, SOTI MobiControl assigns the authenticated device to the first directory group of which the user is a member. Use the up/down arrows to arrange this list in an appropriate order.
  8. Select Next. The Auto Enroll view displays.
  9. Optional: Select Enable Automated Device Enrollment to configure device settings for future enrollments. Set the following:
    1. Under Select an Automated Device Enrollment account, select the account to perform Automated Device Enrollment.
      Tip: To add a new Automated Device Enrollment account, select Manage Accounts and follow the steps in Creating ADE Accounts.

      Selecting Manage Accounts for Auto Device Enrollment

    2. Scroll to select from the available settings.

      Option list of available enrollment settings

  10. Select Next. The Settings view displays.
  11. Select from the available settings, then select Finish.

Results

The SOTI MobiControl creates the new enrollment policy, and the Enrollment Policy Info page displays. This page lists policy details and device enrollment options:
  • Select Email button. Select Manage Emails to email the enrollment URL to a recipient.
  • Select iOS Agent Enrollment ID to reveal and copy the ID.
  • Select Enrollment URL to view or copy the enrollment URL directly.
  • Select Enrollment QR Code to view or download for device enrollment. Scanning the QR code leads to the aforementioned enrollment URL.