Automatic Method

The automatic method will automatically retrieve data from the SOTI MobiControl database, update information in the SOTI MobiControl database to point to SOTI Assist (required for creating incidents and remote control sessions), and add a new client ID and client secret to the SOTI MobiControl database.

Note: To use the automatic method, the SOTI Assist server must have access to the SOTI MobiControl database.
  1. Log into SOTI Assist as an administrator.
  2. On the menu bar, click the menu button and select Settings.
    The SOTI Assist settings view opens.
  3. On the left side of the settings view, click Integration.
    The current integration settings appear on the right side of the view.
  4. If it is not already enabled, enable the SOTI Assist login page by clicking Enable SOTI Assist Login Page.
    The Domains field and the Other Instances section appear in the view.
  5. In the Domains field, enter the domain or domains you want to use for the SOTI Assist login page.
    The SOTI Assist login page at any of these domains will log into this instance of SOTI Assist.
  6. Click the green + button in the Other Instances section.
    The Add SOTI MobiControl dialog box opens.
  7. In the Add SOTI MobiControl dialog box, select Automatic and enter the required information.
    See Add SOTI MobiControl to learn about what information is required.
  8. Click the Save button.
    The save process will take a few seconds to perform the updates to the SOTI MobiControl database.
  9. If the SOTI MobiControl server uses a different certificate than the SOTI Assist server, you need to download the SOTI MobiControl root certificate and install it on the SOTI Assist server.
    1. Log into theSOTI MobiControl console as an administrator.
    2. On the All Platforms tab, click the Servers tab.
    3. In the top left section of the Servers tab, right-click Cloud Link Agents and select Download SOTI MobiControl Root Certificate.
    4. Move the downloaded root certificate file from the SOTI MobiControl server to the SOTI Assist server.
    5. On the SOTI Assist server, install the SOTI MobiControl root certificate.
      When installing the certificate, ensure that you select Local Machine so it is installed for all users, and that you add it to the Trusted Root Certificate directory.
  10. Log out and log back into SOTI Assist for the changes to take effect.