Apple | Phones | Sophos Mobile Control User guide for Apple iOS

Sophos Mobile Control
User guide for Apple iOS
Product version: 3
Document date: January 2013
Contents
1 About Sophos Mobile Control ................................................................................................................3
2 About this guide ......................................................................................................................................4
3 Login to the Self Service Portal ..............................................................................................................5
4 Set up Sophos Mobile Control on an Apple iPhone...............................................................................7
5 Set up Sophos Mobile Control on an Apple iPad .................................................................................20
6 What to expect after installation ...........................................................................................................22
7 Using the Sophos Mobile Control app ..................................................................................................23
8 Using the Self Service Portal after Sophos Mobile Control setup .......................................................25
9 Technical support....................................................................................................................................29
10 Legal notices..........................................................................................................................................30
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User guide for Apple iOS
1 About Sophos Mobile Control
Sophos Mobile Control is a mobile device management solution for smartphones and tablets.
Sophos Mobile Control secures corporate data on your mobile device and ensures that your device
is compliant with your corporate policy.
With the Sophos Mobile Control Self Service Portal you can register your mobile device with
Sophos Mobile Control. In addition, you can remotely locate, lock or wipe your device and reset
your password/passcode without having to contact the helpdesk.
Note: The functions available in the Self Service Portal may vary depending on the system
configuration according to company policy. Some functions described in this guide may not be
available in your Self Service Portal.
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2 About this guide
This guide describes how to:
■
install and set up Sophos Mobile Control on Apple iOS devices
■
view messages sent by the server on your device
■
view compliance violations on your device and in the Self Service Portal
■
manually synchronize registered devices with the Sophos Mobile Control server
■
lock devices in case of theft or loss
■
reset devices to their factory settings (wipe) if they are lost or stolen
■
reconfigure your device if it has been wiped
■
show the location of devices if they are lost or stolen
■
decommission your device
Note: The functions available in the Self Service Portal may vary depending on the system
configuration according to company policy. Some functions described in this guide may not be
available in your Self Service Portal.
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User guide for Apple iOS
3 Login to the Self Service Portal
3.1 First login
Note: The login procedure may differ from the one described here, depending on how your user
account was set up. Your system administrator will advise you.
For login at the Self Service Portal you receive the Self Service Portal URL from your system
administrator. For the first login you also receive a welcome email with your user credentials and
a link for generating a one-time password.
To log in at the Self Service Portal for the first time:
1. In the Self Service Portal welcome mail, click the link for generating a one-time password.
The Self Service Portal login dialog is displayed.
You receive a second email with a randomly generated password.
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2. In the Self Service Portal login dialog, enter the user credentials (customer and user) from the
Self Service Portal welcome email and the password from the second email.
3. Click Login.
You are prompted to change your password.
4. Enter a new password, confirm it and click Save.
A message confirms that the changes have been saved. You can now use the new password for
login.
3.2 Login
1. Go to the Self Service Portal URL.
The Self Service Portal login dialog is displayed.
2. Enter your Customer, User name and your Password and click Login.
You are logged on to the Self Service Portal. The Self Service Portal Welcome page is displayed.
3.3 Password recovery
If you have forgotten your password for logging in to the Sophos Mobile Control Self Service
Portal, you can reset it to receive a new password.
1. In the Login dialog of the Self Service Portal, click Forgot password?.
The Reset password dialog is displayed.
2. Enter your Customer and User information and click Reset.
You receive an email with a link for resetting your password.
3. Click the link.
The login dialog is displayed with a message that an email with a new password has been sent
to you. This second email contains a randomly generated password.
4. Enter the password to log in.
You are logged in to the Self Service Portal and prompted to change your password.
3.4 Logout
To log out from the Self Service Portal, click the blue Logout button in the header.
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User guide for Apple iOS
4 Set up Sophos Mobile Control on an Apple iPhone
1. Log on to the Sophos Mobile Control Self Service Portal.
The Self Service Portal Welcome page is displayed.
Note: If other devices have been registered for you, they are displayed in a list on the Welcome
page. This list shows all devices you have registered through the Self Service Portal and devices
that have been registered for you by your system administrator.
Note: The number of devices you can register through the Self Service Portal may be restricted
by company policy.
2. Click Register new device.
The Company Policy page is displayed.
3. Read the company policy information, select I accept the terms and click Next.
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4. On the Select device page, select iOS and click Next.
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User guide for Apple iOS
5. On the Device information page, enter the Phone number of your device. For easy
identification, enter a Device description. In the Owner field, select My private device or
Corporate device.
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6. After you click Next a message with a confirmation code is sent to the phone number you have
entered.
In your Browser, the Confirm phone number page is displayed.
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User guide for Apple iOS
7. On the Confirm phone number page, enter the confirmation code.
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8. Click Next to initiate installation.
A Progress page shows an overview on setup progress. It is followed by a Progress page with
short instructions on how to proceed.
Note: Tasks 1 and 2 shown on the following Progress page are always applicable. The remainder
of the installation and configuration process depends on your company-specific configuration,
so different tasks may be shown.
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User guide for Apple iOS
Note: With the To device overview button you can return to the Self Service Portal Welcome
page. To return to the progress page, click Show tasks for the relevant device.
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9. On your iPhone, you receive a message with a download link.
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User guide for Apple iOS
10. Tap the link.
The Mobile Device Management profile installation page is displayed.
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Sophos Mobile Control
11. Tap Install.
A warning message with information on what the installation process will do is displayed.
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User guide for Apple iOS
12. Tap Install to install the Mobile Device Management profile.
Note: Depending on your iPhone’s configuration you may have to enter your PIN. When
installation has been completed, Profile Installed is displayed.
13. Tap Done.
The installation of the Mobile Device Management profile has been completed.
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14. After installation has been completed, a success message is displayed. Click OK.
Note: Tasks 1 and 2 shown on the following Configuration finished page are always displayed.
The remainder of the installation and configuration process depends on your company-specific
configuration, so different tasks may be displayed.
If an app is installed on the device, an additional page is displayed. On this page, you must
confirm the installation of the app.
Depending on the system configuration you may receive a post-install message that describes
any further required steps. Follow the instructions in the message. Your device is displayed in
the Sophos Mobile Control list of registered devices.
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User guide for Apple iOS
Further installation and configuration steps may depend on your company-specific
configuration. Follow the instructions on your device.
The following steps are necessary for further configuration:
15. Install the Sophos Mobile Control app on your device.
Note: With the recommended configuration, you will be prompted to do so. Follow the
instructions on your device. If you are not prompted automatically, download the Sophos
Mobile Control app from the App Store.
16. Open the Sophos Mobile Control app on your device.
17. In the list of registered devices, go to the relevant device, select Activate Sophos Mobile Control
app from the Please Select dropdown list and click Perform.
Sophos Mobile Control has been installed and set up on your device.
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5 Set up Sophos Mobile Control on an Apple iPad
You can set up Sophos Mobile Control on GSM and Wi-Fi iPads.
1. In the Browser on your iPad, log on to the Sophos Mobile Control Self Service Portal.
The Self Service Portal Welcome page is displayed.
Note: If other devices have been registered for you, they are displayed on the Welcome page.
This list shows all devices you have registered through the Self Service Portal and devices that
have been registered for you by your system administrator.
2. Tap Register new device.
The Company Policy page is displayed.
3. Read the company policy information, select I accept the terms and tap Next.
4. On the Select device page, select iOS and tap Next.
5. On the Device information page, enter a Device name for your iPad. In the Owner field, select
My private device or Corporate device. Tap Next to initiate installation.
A Progress page shows an overview on setup progress. It is followed by a Progress page with
short instructions on how to proceed.
6. After installation has been prepared, a download link is displayed.
7. Tap the link.
The Browser moves to the background and the Mobile Device Management profile installation
page is displayed.
8. Tap Install.
A warning message with information on what the installation process will do is displayed.
9. Tap Install, to install the Mobile Device Management profile.
Depending on your device configuration, you may be prompted to enter your passcode.
10. When the installation has been completed, Profile Installed is displayed. Tap Done.
The installation of the Mobile Device Management profile has been completed. Depending on
the system configuration you may receive a post-install message that describes any further
required steps. Follow the instructions in the message. Your device is displayed in the Sophos
Mobile Control list of registered devices.
Further installation and configuration steps may depend on your company-specific
configuration. Follow the instructions on your device.
The following steps are necessary for further configuration:
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User guide for Apple iOS
11. Install the Sophos Mobile Control app on your device.
Note: With the recommended configuration, you will be prompted to do so. Follow the
instructions on your device. If you are not prompted automatically, download the Sophos
Mobile Control app from the App Store.
12. Open the Sophos Mobile Control app on your device.
13. In the list of registered devices, go to the relevant device, select Activate Sophos Mobile Control
app from the Please Select dropdown list and click Perform.
Sophos Mobile Control has been installed and set up on your device.
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6 What to expect after installation
Depending on the settings of the configuration profile installed, the following can be expected
after installation:
■
Applications like Camera, Apple Store and YouTube may no longer be available on your mobile
device.
■
New applications may be available.
■
Your email application may be preconfigured for access to your corporate mail server.
■
Your system administrator may have specified required and recommended apps to be installed
on your device. To view and install them, open Sophos Mobile Control on your device and
select Apps. For further information, see Install required and recommended apps (section 7.2).
■
As soon as your device does not comply with the company policy (for example due to a
non-compliant app installed on it), a Sophos Mobile Control notification is displayed on your
device. In this case, you have to carry out the necessary steps to make your device compliant
again.
Note: To receive Sophos Mobile Control notifications, you have to enable notifications on
your device. For further information, see your Apple documentation.
In the Sophos Mobile Control app, you can view all violations. For further information, see
View compliance violations on your device (section 7.3). You can also view the compliance
violations for devices registered for you in the Self Service Portal. For further information, see
View compliance violations in the Self Service Portal (section 8.1).
Note: If the Mobile Device Management profile is removed from the mobile device, all data (email
calendar items and contacts) and managed apps introduced by the profile will also be removed.
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User guide for Apple iOS
7 Using the Sophos Mobile Control app
After your device has been registered with Sophos Mobile Control and the Sophos Mobile Control
app has been installed on your device, you can carry out the procedures described in the following
sections by using the Sophos Mobile Control app.
7.1 Synchronize your device manually
After you have installed and configured the software on your device, you can manually synchronize
it with the Sophos Mobile Control server.
This is useful, for example if:
■
Your device has been switched off for some time and therefore has not been synchronized with
the server. In this case, your device is non-compliant and you may for example not be able to
receive emails on your device. To make your device compliant again, you have to synchronize
it with the Sophos Mobile Control server.
■
Your device is non-compliant due to other reasons (for example non-compliant apps) and
you have to make changes on your device to comply with your company policy. After you have
made the necessary changes, you have to synchronize your device with the Sophos Mobile
Control server.
To manually synchronize your device:
1. Open the Sophos Mobile Control app on your device.
2. Tap Home in the menu/navigation bar on the bottom.
3. Tap Synchronize now.
7.2 Install required and recommended apps
Your system administrator may have configured required and recommended apps for your device.
You can install these apps directly from the Sophos Mobile Control app.
1. Open the Sophos Mobile Control app on your device.
2. Tap Apps in the menu/navigation bar on the bottom.
A view with the two tabs Required and Recommended is displayed. If your system administrator
has configured required and recommended apps for your device, they are shown in these two
tabs.
3. Tap Required/Recommended to change between the two views.
4. In the Required/Recommended view, tap the required/recommended app.
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Depending on the system configuration, the app is suggested for installation or installed directly
on your device.
7.3 View compliance violations on your device
As soon as your device does not comply with the company policy (for example due to a
non-compliant app installed on it), a push message is displayed on your device.
In the Sophos Mobile Control app, you can view all violations:
1. Open Sophos Mobile Control on your device.
2. Tap Compliance in the menu/navigation bar on the bottom.
A list of all compliance violations is displayed. You can now carry out the necessary steps to make
your device compliant again.
7.4 View server messages on your device
After Sophos Mobile Control has been installed and set up on your device, you can view messages
sent by the Sophos Mobile Control server.
1. Open Sophos Mobile Control on your device.
2. Tap Messages in the menu/navigation bar on the bottom.
The server messages are displayed in the Messages view.
7.5 Use the Support view
The Sophos Mobile Control app offers a Support view that shows support information. In this
view, you can also change the Sophos Mobile Control server, if necessary.
To use the Support view:
1. Open Sophos Mobile Control on your device.
2. Tap Support in the menu/navigation bar on the bottom.
The Support view is displayed with support contact information.
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User guide for Apple iOS
8 Using the Self Service Portal after Sophos Mobile Control
setup
After your device has been registered with Sophos Mobile Control and the Sophos Mobile Control
app has been installed on your device, you can carry out the procedures described in the following
sections by using the Self Service Portal.
8.1 View compliance violations in the Self Service Portal
You can view all compliance violations for devices registered for you in the Self Service Portal.
Prerequisites:
■
Your system administrator has activated this function for the Self Service Portal.
■
Compliance violations have occurred on your device. Otherwise, this function is not available
for selection in the Self Service Portal.
1. On the Welcome page of the Self Service Portal, go to the relevant device in the table of registered
devices.
2. Select Show compliance violations from the Please select dropdown list and click Perform.
A table with all violations for the selected device is shown. It shows the violation and the date and
time it was detected. You can now carry out the necessary steps to make your device compliant
again.
8.2 Synchronize your device manually
After you have installed and configured the software on your device, you can manually synchronize
it with the Sophos Mobile Control server.
This is useful, for example if:
■
Your device has been switched off for some time and therefore has not been synchronized with
the server. In this case, your device is non-compliant and you may for example not be able to
receive emails on your device. To make your device compliant again, you have to synchronize
it with the Sophos Mobile Control server.
■
Your device is non-compliant due to other reasons (for example non-compliant apps) and
you have to make changes on your device to comply with your company policy. After you have
made the necessary changes, you have to synchronize your device with the Sophos Mobile
Control server.
Prerequisite: Your system administrator has activated this function for the Self Service Portal.
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To manually synchronize your device:
1. Go to the relevant device on the Self Service Portal Welcome page.
2. Select Refresh data from the Please select dropdown list and click Perform.
3. Confirm that you would like to synchronize your device manually.
8.3 Lock device
If your registered device is lost or stolen, you can lock it.
Prerequisite: Your system administrator has activated this function for the Self Service Portal.
1. Go to the Self Service Portal Welcome page.
2. In the list of registered devices, go to the relevant device.
3. Select Lock device from the Please select dropdown list and click Perform. A message box is
displayed.
Your device is locked with your current password.
8.4 Reset device password
You can remotely reset your device password in the Self Service Portal.
Prerequisite: Your system administrator has activated this function for the Self Service Portal.
1. Go to the Self Service Portal Welcome page.
2. In the list of registered devices, go to the relevant device.
3. Select Reset password from the Please select dropdown list and click Perform.
A message box is displayed.
4. Enter a new password in the Lock code field and confirm it.
Note: The password you enter must comply with any password policies specified.
5. Click Lock Device.
Your password has been reset and you need to enter the new password to unlock your device.
8.5 Wipe device
If your registered device is lost or stolen you can reset it to its factory settings (wipe it). If you are
in doubt whether a full wipe is required, contact your system administrator.
Note: If you wipe your device, all data on the device is deleted.
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User guide for Apple iOS
Prerequisite: Your system administrator has activated this function for the Self Service Portal.
1. Go to the Self Service Portal Welcome page.
2. In the list of registered devices, go to the relevant device.
3. Select Wipe device from the Please select dropdown list and click Perform.
A message box is displayed.
4. Select I am aware that the following action cannot be undone.
5. Click Delete all data.
Your device is reset to its factory settings. All data is deleted.
8.6 Reconfigure device
If Sophos Mobile Control has been removed from your device (for example because the device
has been wiped) and your device is still registered, you can reconfigure your device with the Self
Service Portal.
Prerequisite: Your system administrator has activated this function for the Self Service Portal.
1. Go to the Self Service Portal Welcome page.
2. In the list of registered devices, go to the relevant device.
3. Select Reconfiguration from the Please select dropdown list and click Perform.
A message box is displayed.
4. Click Reconfiguration.
A Notice page is displayed.
5. Click Next.
The installation and configuration process is initiated. The steps are identical with those described
for setting up Sophos Mobile Control Apple iPhones and Apple iPads. After the process has been
completed, Sophos Mobile Control is set up again on your device.
8.7 Show location of your device
If you registered device is lost or stolen, you can locate it.
Prerequisites:
■
Your system administrator has activated this function for the Self Service Portal.
■
For this function, location services using GPS or wireless networks need to be allowed for your
device.
1. Go to the Self Service Portal Welcome page.
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2. In the list of registered devices, go to the relevant device.
3. Select Show location from the Please select dropdown list and click Perform.
A message box is displayed showing the last location.
4. To show the last known location, click Show Location.
8.8 Decommission device
If you no longer use your managed device, for example because you got a new one, you can
decommission it.
This is particularly useful, if the number of devices you can register in the Self Service Portal is
limited.
Prerequisite: Your system administrator has activated this function for the Self Service Portal.
To decommission a managed device:
1. Go to the Self Service Portal Welcome page.
2. In the list of registered devices, go to the relevant device.
3. Select Decommission from the Please select dropdown list and click Perform.
Your device is removed from device management:
■
The MDM base profile and all further profiles and managed apps installed through Sophos
Mobile Control are removed.
■
The Sophos Mobile Control app is uninstalled.
■
Restrictions imposed on the device are lifted.
■
The mail account configured through Sophos Mobile Control is removed with all mails.
8.9 Support information in the Self Service Portal
If any problems occur while using the Self Service Portal that require assistance by your support
team, click the blue Support button (showing a question mark) in the header. In the Support
view, you find the contact information for your support team and any further information required.
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User guide for Apple iOS
9 Technical support
You can find technical support for Sophos products in any of these ways:
■
Visit the SophosTalk community at http://community.sophos.com/ and search for other users
who are experiencing the same problem.
■
Visit the Sophos support knowledgebase at http://www.sophos.com/en-us/support.aspx.
■
Download the product documentation at
http://www.sophos.com/en-us/support/documentation.aspx.
■
Send an email to support@sophos.com, including your Sophos software version number(s),
operating system(s) and patch level(s), and the text of any error messages.
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10 Legal notices
Copyright © 2011 - 2013 Sophos Ltd. All rights reserved.
No part of this publication may be reproduced, stored in a retrieval system, or transmitted, in any
form or by any means, electronic, mechanical, photocopying, recording or otherwise unless you
are either a valid licensee where the documentation can be reproduced in accordance with the
license terms or you otherwise have the prior permission in writing of the copyright owner.
Sophos is a registered trademark of Sophos Ltd. All other product and company names mentioned
are trademarks or registered trademarks of their respective owners.
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