Automatic Approval

About this task

To automatically approve devices in SOTI Connect:

Procedure

  1. On the menu bar, click the main menu button and select Rules.
    The Rules view opens.
  2. In the Rules view, click New Rule.
    The Add Rule wizard opens.
  3. In the Selecting a Rule Type wizard panel, select Enrollment Rule, then click Next.
  4. In the Select Device Types wizard panel, select the device types you want to approve automatically, then click Next.
  5. In the Setup wizard panel, enter a unique rule name and description. In the Device Event list, select Device is Discovered.
    Note that the Enroll action is added under the Action(s) section.
  6. Optional: If you want the selected devices to be discovered automatically, select the Discover Automatically option.
  7. Optional: If you want the selected devices to be automatically assigned a device name in SOTI Connect when they are approved, follow these steps
    1. In the Action(s) section click the + button.
      The Add an Action dialog box opens.
    2. In the Action list, select Auto Name Device.
    3. Enter a name that SOTI Connect will use to automatically name the devices.
      Note: You can use macros to better organize your list of devices in the system as soon as they are discovered. For more information, see Using Macros.
    4. Click Add to close the Add an Action dialog box and return to the wizard panel.
  8. Click Finish to close the Add Rule wizard and create the enrollment rule.

Results

Now the selected device types will be approved automatically on discovery. You can find them in the Devices view, ready for you to add to any groups, rules, or reports you may have defined.