Assigning a Profile

Assign profiles to devices or device groups to apply configurations and settings consistently across your device fleet.

Before you begin

Make sure you have Manage Profile Assignments permission. See General Permissions for more details.

About this task

Use this procedure to assign existing profiles to devices or device groups. Assigning a profile ensures that all targeted devices receive consistent configurations and settings. You can specify deployment details, schedule profile distribution, and manage assignment criteria based on the device platform or user groups.

Procedure

  1. From the main menu, select Profiles to navigate to the Profiles view.
  2. To assign an existing or draft profile, select a profile, and then select Assign.
    Note: You can also open the Assign dialog box by selecting ()more > Assign next to the profile name.
  3. On the Devices tab, select the device(s) or device group(s) that you want to target.
    Tip: Select Search and enter all or part of the device group's name to find your desired group.
  4. Optional: Go to the Users tab, select Directory Services or Identity Provider, and choose whether to include or exclude associated devices from profile assignments based on filter criteria.
  5. Optional: Go to the Filters tab to define filter criteria to refine your device targets.
    Filters follow the same logic as the search function in the Devices view. You can create filters using a limited set of devices and extended properties. You can save assignment filters for profiles and policies and view, modify or delete them as needed.
    Important: Make sure that the properties you use to filter and target your devices are indexed for use. See Indexing Properties.
    Important: To save a filter, you must have Manage Saved Assignment Filter and View Saved Assignment Filter permissions. Before deleting a filter, remove it from all profiles and policies that use it.
  6. Select Options to configure advanced assignment settings.
    Note: The available settings vary based on the device platform and profile configuration.

    Profile Installation Options

    Installation Method Choose how to install the profile contents on the device:
    • Automatic: Installs the profile contents as soon as the device receives them.
    • Self Serve: Lets the device user select which configurations or packages to install.
    Retry Installation if Profile Fails or is Partial If a profile fails to install or installs partially, SOTI MobiControl retries up to three times: first within 30 minutes and then at 30-minute intervals.
    Installation Priority Choose a priority to determine this profile’s order during installation.

    A value of 1 is the highest, ensuring the profile installs first. Non-prioritized profiles are not affected.
    Halt Installation of Lower Priority Profiles Stop lower-priority profile installations if this one fails.
    Network Restrictions Specify the networks the device can use to download profile contents.
    Minimum Battery Level Specify the minimum battery level required to start the installation.
    Package Options

    Select options for how packages are stored on the device, when installation or re-installation occurs, and when to uninstall the package.

    Note: This section is visible only if the profile has a package.
    Store Packages Persistently Keeps packages in persistent storage for redeployment after a factory reset or cold reboot.
    Reinstall Every Update Schedule and Check-in Reinstalls packages based on the update schedule or whenever the device checks in.
    Uninstall Contents After Profile Revocation/Deletion SOTI MobiControl removes package contents when revoking or deleting the profile.
    Install Date Specify the date and time for installation using either Device Time or UTC Time.
    Custom Package Installation Schedule Define specific time frames for package installation. Select Add to create a new schedule or Edit to modify an existing one.

    Profile Deployment Actions

    Assign Date Set a date and time to assign the profile. If you enable Delay to Next Update Schedule, the profile assignment takes place on the first update check-in following the assign date.
    Disable Date Set a date and time to disable the profile.
    Revoke Date Set a date and time to revoke the profile.
    Custom Deployment Schedule Define time frames for installing profile contents. Select Add to create a new time frame.
    Note: You can set a profile assign date/time and a time frame. If the assigned date/time is outside the time frame, the profile is not automatically installed. It installs only if the device checks in within the time frame after the assigned date. The time frame start does not trigger a check-in.
    Note: Package downloads may extend beyond the deployment time frame based on their size. Downloads continue until complete and resume after interruption if the device goes offline.
    Pause Package Download Outside of Schedule Pause package installation outside the defined schedule and resume only during the scheduled installation window.
    Note: Supports Android Work Managed, Work Profile, and Corporate Personal devices.

    Profile Scheduling

    Assign and revoke profiles from devices based on a recurring weekly schedule. The server prompts all assigned devices to check-in at the scheduled assignment and revocation times.

    Start Day Specify the day of the week to assign the profile.
    Start Time Specify the time of day to assign the profile.
    Note: The time zone is based on the server’s local time.
    End Day Specify the day of the week to revoke the profile.
    End Time Specify the time of day to revoke the profile.
    Note: The time zone is based on the server’s local time.
  7. Select Save Options to return to the Assign dialog box. The number of impacted devices appears at the bottom of the window.
  8. When finished, select Assign.

Results

Your profile installs on the selected devices based on the defined assignment criteria.

Troubleshooting: If the profile fails to install on many devices, it may indicate an incorrect configuration or a missing dependency. To resolve this, edit the profile and reassign it. Alternatively, select Retry Installation from the Profile Actions list in the Profile Information panel to force devices with a Failed or Partially Installed profile to attempt re-installation.