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About the Console
This section introduces you to the SOTI Connect console, the main interface through which you perform the majority of device management tasks within SOTI Connect.
Navigating SOTI Connect Console
Rules View
Using Rules

Welcome to SOTI Connect 2025.0
Installation Considerations
This section prepares you for an effective installation of SOTI Connect. By understanding the requirements and configuration steps in advance, you can ensure a smooth setup and begin managing your devices from a centralized platform.
Setting Up SOTI Connect
This section provides instructions for installing, upgrading and uninstalling a SOTI Connect instance. Once you have installed SOTI Connect, you can manage your devices from a central system.
Configuring SOTI Connect
This section provides useful information on configuring the advanced features for SOTI Connect.
OEM Management
Use SOTI Connect to manage enrollment and configuration for supported Original Equipment Manufacturers (OEMs).
About the Console
This section introduces you to the SOTI Connect console, the main interface through which you perform the majority of device management tasks within SOTI Connect.
- Navigating SOTI Connect Console
  - Devices View
  - Dashboards View
  - Rules View
    - Using Rules
    - Rule Types
  - Reports View
  - Configurations View
  - New Devices View
  - System Messages View
  - File Store View
  - Users and Permissions View
  - Global Settings View
  - Design Studio View
    Use the Design Studio to create dashboards and visual boards for efficient device management. Customize your dashboard or visual boards with widgets, images, icons charts and tables.
  - Network Inventory View
  - Administration View
- Managing Notifications
- Setting User Preferences
SOTI Connect Swagger API Service
This section provides information about how to perform various tasks related to SOTI Connect. These tasks include integrating SOTI Connect with third-party applications and performing various modifications that extend SOTI Connect beyond its standard configuration.
Accessibility Information
Glossary
Notices

Using Rules

Rules in SOTI Connect allow administrators to automate tasks for devices, reducing manual effort and improving operational efficiency. Rules can be applied to device groups, device types, or individual devices, making it easier to manage large fleets and maintain consistency across deployments.

You can use rules to:

Enroll devices automatically when they are discovered or approved.
Collect data from devices at specified intervals.
Receive notifications about device status changes or events.
Perform automated actions (for example, update firmware, push configuration changes) based on defined triggers.

This automation ensures devices remain compliant with organizational policies and simplifies day-to-day device management.

See the following for more details: