Sophos Mobile on Premise Startup Guide
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Sophos Mobile startup guide
Product Version: 8.1
Contents
(2018/03/19)
Sophos Mobile on Premise
1 About this guide
This guide explains how to set up Sophos Mobile step by step to manage your devices.
Further information is available in the Sophos Mobile administrator help .
This guide focuses on Android and iOS as the most common mobile platforms. The settings apply to the other supported operating systems in a similar way.
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2 Sophos Mobile licenses
Sophos Mobile offers two types of licenses:
• Mobile Standard license
• Mobile Advanced license
With a license of type Mobile Advanced you can manage the Sophos Mobile Security, Sophos Secure
Workspace and Sophos Secure Email apps.
For further information on managing Sophos Mobile Security, Sophos Secure Workspace and Sophos
Secure Email with Sophos Mobile, see the Sophos Mobile administrator help .
As a super administrator, you can activate your purchased licenses in the super administrator customer and assign the required number of licensed users to individual customers.
2.1 Trial licenses
Sophos offers a free trial for Sophos Mobile. You can register for the trial on the Sophos website: http:// www.sophos.com/en-us/products/free-trials/mobile-control.aspx
.
A trial license allows you to manage up to five users and is valid for 30 days.
All you will need when you set up Sophos Mobile for evaluation is the email address you used to register when downloading the installer.
2.2 Upgrade trial licenses to full licenses
To upgrade trial licenses to full licenses you only have to enter your full license key in Sophos Mobile.
For further information, see the Sophos Mobile administrator help .
2.3 Update licenses
To update your licenses you have to activate the new license key in Sophos Mobile. For further information, see the Sophos Mobile super administrator guide .
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3 What are the key steps?
To start using Sophos Mobile:
1. Log in to Sophos Mobile Admin as a super administrator.
2. Start the configuration wizard to carry out initial configuration of the Sophos Mobile server.
Note
The configuration wizard includes an option to request a trial license.
3. Check your licenses.
4. Create a new customer for managing your devices.
5. Switch to the new customer.
6. Create an administrator for the new customer and log in to Sophos Mobile Admin as that administrator.
7. Configure personal settings, password policies for administrator accounts, technical support contact details, and settings for the Self Service Portal.
8. Upload an Apple Push Notification service certificate to manage iOS devices.
9. Create compliance policies.
10. Create device groups.
11. Configure devices.
12. Update Self Service Portal settings and add a Self Service Portal test user.
13. If you use internal user management: Add users either by creating them or by uploading your user list.
14. If you use external user management: Configure the connection to your LDAP directory.
This is described in the Sophos Mobile super administrator guide.
15. Test device enrollment in the Self Service Portal.
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4 Log in as super administrator
You must log in to Sophos Mobile Admin using the super administrator account that was configured during the installation of Sophos Mobile to perform some initial configuration steps.
1. Open the Sophos Mobile Admin web address that you configured during installation of Sophos
Mobile.
2. In the login dialog, enter the super administrator customer name and the credentials of the super administrator, then click Login .
Note
When you log in as a super administrator, you get a special version of Sophos Mobile Admin adapted to super administrator tasks.
For a detailed description of how to use Sophos Mobile Admin as a super administrator, see the
Sophos Mobile super administrator guide.
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5 Run the configuration wizard
When you log in to Sophos Mobile Admin for the first time after installation, a configuration wizard is started to configure certain server settings.
You need to provide:
• A Mobile Standard license key, optionally an additional Mobile Advanced license key
• SSL/TLS certificate(s)
• SMTP credentials
Note
As a super administrator you can adjust these settings afterward on the System setup page of
Sophos Mobile Admin. To open the System setup page from the menu sidebar, click SETTINGS
> Setup > System setup .
To run the configuration wizard:
1. After you have logged in to Sophos Mobile Admin for the first time as super administrator, the
Welcome view is displayed. Click Next .
2. In the License view, enter your Mobile Standard license key or request a trial license:
• Mobile Standard license key:
When you enter the Mobile Standard license key and click Activate , you are given the option to additionally enter a Mobile Advanced license key. If you have purchased Mobile Advanced licenses, enter the key in Advanced license key .
• Request a trial license:
To request a trial license click Request trial and enter the email address you used when you registered to download the Sophos Mobile installer from www.sophos.com. Then click Request trial again.
Note
You can change the license settings at any time in Sophos Mobile Admin.
Click Next .
3. In the SSL/TLS view, configure the certificates to be used for securing the SSL or TLS connection between the Sophos Mobile server and the clients.
You can configure up to four certificates because, depending on your network architecture, different certificates for clients connecting from the Internet or from your local intranet may be in use. The
Sophos Mobile server will communicate the list of certificates to the clients. On establishing an SSL or TLS connection, the clients will only trust the server if the presented certificate is included in the list (certificate pinning).
a) Click Auto-discover certificate(s) .
In most cases the auto-discover function is sufficient to discover the certificates currently in use.
b) If the certificates cannot be discovered automatically, you can upload them manually by clicking
Upload a file and selecting the relevant CER or DER file.
The certificates are displayed in the SSL/TLS view.
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Important
Update the list when you have changed or renewed SSL certificates. At any given time, at least one valid certificate must be available. Otherwise the clients will not trust the server and will not connect to it.
4. In the SMTP view, configure the SMTP server information and logon credentials. SMTP must be configured to enable emails to be sent to new users, providing them with logon credentials. It also needs to be configured to enable enrollment through email.
Option
SMTP host
Connection port
Description
The SMTP server address.
The server port to connect to.
SMTP user
SMTP password
Email originator
Originator name
Send error emails
Email recipients
Note
The displayed connection types (TLS, SSL, and unencrypted) only show standard port usages. See the documentation of the SMTP server for guidelines on which port to use.
If required by the SMTP server, enter the name of a user that is allowed to connect.
The password of the SMTP user.
The email address that will appear in the From field of emails from Sophos Mobile.
The author name that will appear in the From field.
If required, you can configure a different originator name (but not email address) for each customer later on. See the Sophos
Mobile administrator help .
Sophos Mobile will send error emails, for example when an
APNs certificate expires.
Enter email addresses of the recipients that will receive error emails.
Note
Sophos Mobile does not support the OAUTH mechanism for SMTP authentication. Email providers that prefer OAUTH (like for example Google Gmail) might classify sign-in attempts from Sophos Mobile as insecure.
5. After you have configured the relevant information, click Send test email to verify the email configuration.
6. Click Save .
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6 Activate Mobile Advanced licenses
With Mobile Advanced licenses you can use Sophos Mobile to manage the Sophos Mobile Security,
Sophos Secure Workspace and Sophos Secure Email apps.
If Mobile Advanced licenses have not been activated during the initial configuration of Sophos Mobile, the super administrator can activate them later from Sophos Mobile Admin:
1. On the menu sidebar, under SETTINGS , click Setup > System setup .
2. On the License tab, enter your license key in Advanced license key and click Activate .
When the key is activated, the license details are displayed.
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7 Check your licenses
Sophos Mobile uses a user-based license scheme. One user license is valid for all devices assigned to that user. Devices that are not assigned to a user require one license each.
To check your available licenses:
1. On the menu sidebar, under SETTINGS , click Setup > System setup .
2. On the System setup page, click the License tab.
The following information is displayed:
• Maximum number of licenses : Maximum number of device users (and unassigned devices) that can be managed.
If the super administrator did not set a quota for the customer, the number of licenses is limited by the overall number for the Sophos Mobile server.
• Used licenses : Number of licenses in use.
• Valid until : The license expiration date.
• Licensed URL : The URL of the Sophos Mobile server for which the license is issued.
If you have any questions or concerns regarding the displayed license information, contact your
Sophos sales representative.
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8 Create a customer
You must be logged in to Sophos Mobile Admin as a super administrator to perform this task.
1. On the menu sidebar, under INFORM , click Dashboard .
2. Click Create customer .
3. On the Edit customer page, configure the following settings.
Option
Name
Description
The customer's name.
Description Text to describe the purpose of the customer account.
Maximum number of licenses The number of device users and unassigned devices that can be managed for the customer.
Advanced licenses
Valid until
If selected, the customer can use Sophos Mobile to manage the Sophos Mobile Security, Sophos Secure Workspace and
Sophos Secure Email apps.
The expiration date for the licenses that are assigned to the customer. After that date, you cannot create new tasks for devices that are managed for the customer.
Deactivate account If selected, logging in to that customer is disabled. As super administrator, you can still switch to the customer's view, using the customer list in the page header.
A deactivated account can be activated again by deselecting the
Deactivate account check box.
Activated platforms
Locate devices
Clone settings
User directory
Select the platforms for which devices can be enrolled.
Select Allowed for users to enable users to locate their devices if they are lost or stolen. Select Allowed for administrators to enable administrators to locate devices.
Select the Settings and packages check box if you want all profiles, bundles, and packages created in the super administrator account to be available in the customer's account.
Select the data source for the Self Service Portal (SSP) users to be managed by Sophos Mobile.
Choose from:
• None. No SSP, user-specific profiles, or LDAP administrators available : This disables the creation of user accounts for the Self Service Portal, and the lookup of accounts for Sophos Mobile Admin from an LDAP directory.
• Internal directory : Use internal user management for
Sophos Mobile Admin and the Self Service Portal. For further information, see the Sophos Mobile administrator help .
• External LDAP directory : In addition to internal user management, you can lookup accounts for Sophos Mobile
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Option
4. Click Save .
The customer is created.
Description
Admin and the Self Service Portal from an LDAP directory.
Click Configure external LDAP to specify the server details.
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9 Switch to the customer
To complete the initial configuration of the customer that you created in the previous section, you need to switch from the super administrator customer to that customer.
To switch to the view of the new customer:
1. In the page header of the super administrator view, click the current customer name to open the list of available customers.
In that list, the super administrator customer is marked by an asterisk and shown at the top.
2. Select the customer you created in the previous section.
The view changes to the view of that customer, that is the view that you get when you log in with an administrator account for that customer.
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10 Create an administrator for the customer
1. On the menu sidebar, under SETTINGS , click Setup > Administrators .
2. On the Show administrators page, click Create administrator .
3. On the Edit administrator page, configure the account details for the administrator.
• When External LDAP directory is selected as the user directory for the customer, you can click Lookup user via LDAP to select an existing LDAP account.
• When Internal directory or None is selected as user directory for the customer, enter the relevant data in the Login name , First name , Last name , Email address and Password fields.
The password that you specify is a one-time password. At first login, the administrator will be prompted to change it.
4. In the Role list, select the Administrator user role.
5. Click Save to create the administrator account.
To proceed with the configuration of the customer, log out from Sophos Mobile Admin and log in again, using the credentials of the administrator that you just created (customer name, login name, one-time password).
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11 Configure settings
Configure the following settings:
• Personal settings, for example the platforms you want to manage
• Password policies
• Technical support contact details
• Self Service Portal settings
11.1 Configure personal settings
To use Sophos Mobile Admin more efficiently, you can customize the user interface to show only the platforms you work with.
Note
By configuring the platforms you only change the view of the user who is currently logged in. You cannot deactivate any functions here.
Prerequisite: You have logged in to Sophos Mobile Admin as the administrator you have created for the new customer.
1. On the menu sidebar, under SETTINGS , click Setup > General , and then click the Personal tab.
2. Configure the following settings:
Option
Language
Timezone
Unit system
Description
Select the language for Sophos Mobile Admin.
Select the timezone in which dates are shown.
Select the unit system for length values ( Metric or Imperial ).
Lines per page in tables
Show extended device details Select this check box to show all available information about the device. The Custom properties and Internal properties tabs will be added to the Show device page.
Activated platforms
Select the maximum number of table lines you want to display per page.
Select the platforms you want to manage for the customer:
• Android
• Android Things
• iOS
• Windows Mobile (includes Windows Phone 8.1 and
Windows 10 Mobile operating systems)
• Windows
• Windows IoT
Based on your platform selection, the Sophos Mobile Admin user interface is adjusted. Only views and features that are relevant for the selected platforms are shown.
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Option Description
Note
The list of available platforms depends on your platform settings from the super administrator configuration.
For further information, see the Sophos Mobile super administrator guide .
3. Click Save .
11.2 Configure password policies
To enforce password security, configure password policies for Sophos Mobile Admin users and the Self
Service Portal.
Note
The password policies do not apply to users from an external LDAP directory. For information on external user management, see the Sophos Mobile super administrator guide .
1. On the menu sidebar, under SETTINGS , click Setup > General , and then click the Password policies tab.
2. Under Rules , you can define password requirements, like a minimum number of lower-case, upper-case or numerical characters that a password must contain to be valid.
3. Under Settings , configure the following settings: a) Password change interval (days) : Enter the number of days until a password expires
(between 1 and 730 ), or leave the field empty to disable password expiration.
b) Number of previous passwords which must not be reused : Select a value between 1 and
10 , or select -- to disable this restriction.
c) Maximum number of failed login attempts : Select the number of failed login attempts until the account gets locked (between 1 and 10 ), or select -- to allow an unlimited number of failed login attempts.
4. Click Save .
11.3 Configure technical support contact details
To support users who have questions or problems, you can provide them with details of how to contact technical support. The information that you enter here is displayed in the Sophos Mobile Control app and in the Self Service Portal.
1. On the menu sidebar, under SETTINGS , click Setup > General , and then click the Technical contact tab.
2. Enter the required information for the technical contact.
3. Click Save .
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11.4 Configure Self Service Portal settings
1. On the menu sidebar, under SETTINGS , click Setup > Self Service Portal .
The Self Service Portal page opens.
2. On the Configuration tab, configure the Self Service Portal settings as required.
If you are not sure which settings to apply at this stage, we recommend that you use the default settings.
For a detailed description of the settings, click Help in the page header.
3. On the Terms of use tab, click Edit to enter a mobile policy, disclaimer or agreement text.
This text is displayed at the beginning of the device registration. Users have to accept the text before they can perform the registration.
Tip
You can use the editor toolbar to apply basic HTML formatting to the text. This also applies to the post-install text described in the next step.
4. Optional: On the Post-install text tab, click Edit to enter text that is displayed at the end of the device registration.
You can use this text to explain any steps the user has to perform after the registration.
5. Click Save .
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12 Apple Push Notification service certificates
To use the built-in Mobile Device Management (MDM) protocol of iOS and macOS devices, Sophos
Mobile must use the Apple Push Notification service (APNs) to trigger the devices.
Sophos Mobile manages APNs certificates per customer. You must create and upload the certificates for each customer that you use.
APNs certificates have a validity period of one year.
To facilitate the renewal of APNs certificates, the super administrator can in one step renew the certificates of all customers that use the same certificate. See the Sophos Mobile administrator help .
The following sections describe the requirements that must be fulfilled and the steps you must take to get access to the APNs servers with your own client certificate.
12.1 Requirements
For communication with the Apple Push Notification Service (APNs), TCP traffic to and from the following ports must be allowed:
• The Sophos Mobile server needs to connect to gateway.push.apple.com:2195 TCP
(17.0.0.0/8)
• Each iOS device with Wi-Fi only access needs to connect to *.push.apple.com:5223 TCP
(17.0.0.0/8)
12.2 Create an APNs certificate
1. On the menu sidebar, under SETTINGS , click Setup > System setup and then click the APNs tab.
The description on that tab guides you through the steps you have to perform to request a certificate from Apple and to upload it to Sophos Mobile.
2. In the Download certificate signing request step, click Download certificate signing request .
This saves the certificate signing request file apple.csr
to your local computer. The signing request file is specific to the current customer.
3. You need an Apple ID. Even if you already have an ID, we recommend that you create a new one for use with Sophos Mobile. In the Create Apple ID step, click Create a new Apple ID .
This opens an Apple web page where you can create an Apple ID for your company.
Note
Store the credentials in a safe place where your colleagues can access them. Your company will need these credentials to renew the certificate each year.
4. For your reference, enter your new Apple ID in the Apple ID field on the top of the APNs tab.
When you renew the certificate each year, you must always use that same Apple ID.
5. In the Create or renew APNs certificate step, click Apple Push Certificates Portal .
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This opens the Apple Push Certificates Portal.
6. Log in with your Apple ID and upload the certificate signing request file apple.csr
.
7. Download the .pem
APNs certificate file and save it to your computer.
8. In the Upload APNs certificate step, click Upload certificate and then browse for the .pem
file that you received from the Apple Push Certificates Portal.
9. Click Save to add the APNs certificate to Sophos Mobile.
Sophos Mobile reads the certificate and displays the certificate details on the APNs tab.
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13 Compliance policies
With compliance policies you can:
• Allow, forbid or enforce certain features of a device.
• Define actions that are executed when a compliance rule is violated.
You can create different compliance policies and assign them to device groups. This allows you to apply different levels of security to your managed devices.
Tip
If you are planning to manage both corporate and private devices, we recommend that you define separate compliance policies for at least these two device types.
13.1 Create compliance policy
1. On the menu sidebar, under CONFIGURE , click Compliance policies .
2. On the Compliance policies page, click Create compliance policy , and then select the template the policy will be based on:
• Default template : A selection of compliance rules, with no actions defined.
• PCI template , HIPAA template : Compliance rules and actions based on the HIPAA and the
PCI DSS security standard, respectively.
Your choice of template doesn’t restrict your subsequent configuration options.
3. Enter a name and, optionally, a description for the compliance policy.
Repeat the following steps for all required platforms.
4. Make sure that the Enable platform check box on each tab is selected.
If this check box is not selected, devices of that platform are not checked for compliance.
5. Under Rule , configure the compliance rules for the particular platform.
For a description of the available rules for each device type, click Help in the page header.
Note
Each compliance rule has a fixed severity level (high, medium, low) that is depicted by a blue icon. The severity helps you to assess the importance of each rule and the actions you should implement when it is violated.
Note
For devices where Sophos Mobile manages the Sophos container instead of the whole device, only a subset of compliance rules is applicable. In Highlight rules , select a management type to highlight the rules that are relevant.
6. Under If rule is violated , define the actions that will be taken when a rule is violated:
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Option
Deny email
Lock container
Deny network
Create alert
Transfer task bundle
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Description
Forbid email access.
This action can only be taken if the super administrator has configured a connection to the internal or to the standalone EAS proxy. See the Sophos Mobile super administrator guide .
This action is only available for Android, iOS, Windows and
Windows Mobile devices.
Disable the Sophos Secure Workspace and Secure Email apps.
This affects document, email and web access that is managed by these apps.
This action can only be taken when you have activated a Mobile
Advanced license.
This action is only available for Android and iOS devices.
Forbid network access.
This action can only be taken if the super administrator has configured Network Access Control. See the Sophos Mobile super administrator guide .
Create an alert.
The alerts are displayed on the Alerts page.
Transfer a specific task bundle to the device.
This action is only available for Android, iOS, macOS and
Windows devices.
We recommend that you set this to None at this stage. For further information, see the Sophos Mobile administrator help .
Important
When used incorrectly, task bundles may misconfigure or even wipe devices. To assign the correct task bundles to compliance rules, an in-depth knowledge of the system is required.
7. When you have made the settings for all required platforms, click Save to save the compliance policy under the name that you specified.
The new compliance policy is displayed on the Compliance policies page.
To make use of a compliance policy, you assign it to a device group. This is described in the next section.
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14 Device groups
Device groups are used to categorize devices. They help you to manage devices efficiently as you can carry out tasks on a group rather than on individual devices.
A device always belongs to exactly one device group. You assign a device to a device group when you add it to Sophos Mobile.
Tip
Only group devices with the same operating system. This makes it easier to use groups for installations and other operating system specific tasks.
14.1 Create device group
1. On the menu sidebar, under MANAGE , click Device groups , and then click Create device group .
2. On the Edit device group page, enter a name and a description for the new device group.
3. Under Compliance policies , select the compliance policies that are applied to corporate and to personal devices.
4. Click Save .
Note
The device group settings contain the Enable iOS auto-enrollment option. This option allows you to enroll iOS devices with the Apple Configurator. For further information, see the Sophos
Mobile administrator help .
The new device group is created and shown on the Device groups page.
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15 Configure iOS devices
15.1 Create iOS device profile
In this step, you create a profile for initial configuration of iOS devices.
We recommend that you set up separate profiles for:
• Password policies and restrictions
• Exchange account settings (if required)
• VPN settings (if required)
• Wi-Fi settings (if required)
• Root and client certificates (if required)
Note
Sophos Mobile offers two methods for creating profiles for iOS devices:
• Create profiles directly in Sophos Mobile Admin.
• Import profiles created with Apple Configurator.
This section describes how to create profiles in Sophos Mobile Admin. For information on how to import profiles created with Apple Configurator, see the Sophos Mobile administrator help .
To create an iOS device profile for password policies and restrictions:
1. On the menu sidebar, under CONFIGURE , click Profiles, policies > iOS .
2. On the Profiles and policies page, click Create > Device profile .
3. On the Edit profile page, configure the following settings: a) Name : Enter a name for the profile. We recommend that you use the name iOS SSP profile for profiles that are applied during enrollment in the Self Service Portal.
b) Organisation : Enter the name of the organization for the profile, for example a company name.
c) Description : Enter a description for the profile, for example base profile .
4. To add password policies to the profile, click Add configuration and then select Password policies .
5. On the Password policies page, configure the required password settings.
For a detailed description of the settings, click Help in the page header.
6. Click Apply to save your settings.
The Password policies configuration is displayed on the Edit profile page under Configurations .
7. To add restrictions to the profile, click Add configuration again and then select Restrictions .
8. On the Restrictions page, select the required restrictions.
Some restrictions require a certain device type or iOS version. These requirements are shown to the right of each restriction.
For a detailed description of the settings, click Help in the page header.
9. Click Apply to save your settings.
The Restrictions configuration is displayed on the Edit profile page under Configurations .
10. On the Edit profile page, click Save to save the profile.
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The profile is displayed on the Profiles and policies page and is available for transfer onto iOS devices.
If required, create additional profiles for Exchange account settings, VPN settings, Wi-Fi settings and for the installation of root and client certificates.
15.2 Create task bundle for iOS devices
1. On the menu sidebar, under CONFIGURE , click Task bundles > iOS .
2. On the Task bundles page, click Create task bundle .
The Edit task bundle page is displayed.
3. Enter a name and, optionally, a description for the new task bundle in the relevant fields.
The version is automatically incremented every time you save the task bundle.
4. Optional: Select Selectable for compliance actions to transfer the task bundle onto a device
when it violates a compliance rule. See Compliance policies (page 18).
Note
This option is disabled when you edit an existing task bundle and the task bundle is already used as a compliance action.
5. Optional: For iOS task bundles, select Ignore app installation failures to continue the task bundle processing even if an app installation fails.
This option is disabled when the task bundle contains no Install app task.
6. Click Create task , select Enroll and enter a name for the task. Click Apply to create the task.
The name that you enter here will be displayed in the Self Service Portal while the task is processed.
7. Click Create task again and select Install profile or assign policy . Give the task a meaningful name, for example Install password policies profile , and select the profile you have created. Click Apply to create the task.
8. If you have configured profiles for Exchange, VPN or Wi-Fi settings, repeat the previous step for each profile.
9. Optional: Add further tasks to the task bundle.
Tip
You can change the installation order of the tasks by using the sort arrows on the right-hand side of the tasks list.
10. After you have added all required tasks to the task bundle, click Save on the Edit task bundle page.
The task bundle is available for transfer. It is displayed on the Task bundles page.
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16 Configure Android devices
16.1 Create Android device profile
In this step, you create a profile for initial configuration of Android devices.
We recommend that you set up separate profiles for:
• Password policies and restrictions
• Exchange account settings (if required)
• VPN settings (if required)
• Wi-Fi settings (if required)
• Root and client certificates (if required)
1. On the menu sidebar, under CONFIGURE , click Profiles, policies > Android .
2. On the Profiles and policies page, click Create > Device profile .
3. On the Edit profile page, configure the following settings: a) Name : Enter a name for the profile. We recommend that you use the name Android SSP profile for profiles that are applied during enrollment in the Self Service Portal.
b) Optional: Description : Enter a description for the profile, for example base profile .
4. To add password policies to the profile, click Add configuration and then select Password policies .
The Password policies page opens.
5. In the Password type field, select the type of password you want to define, for example Complex .
6. Configure the required password settings.
The available settings depend on the password type that you selected. For a detailed description of all settings, click Help in the page header.
7. Click Apply to save your settings.
The Password policies configuration is displayed on the Edit profile page under Configurations .
8. To add restrictions to the profile, click Add configuration again and then select Restrictions .
9. On the Restrictions page, select the required restrictions.
Some restrictions require a certain device type or Android version. These requirements are shown to the right of each restriction.
For a detailed description of the settings, click Help in the page header.
10. Click Apply to save your settings.
The Restrictions configuration is displayed on the Edit profile page under Configurations .
11. On the Edit profile page, click Save to save the profile.
The profile is displayed on the Profiles and policies page and is available for transfer onto Android devices.
If required, create additional profiles for Exchange account settings, VPN settings, Wi-Fi settings and for the installation of root and client certificates.
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16.2 Create task bundle for Android devices
1. On the menu sidebar, under CONFIGURE , click Task bundles > Android .
2. On the Task bundles page, click Create task bundle .
The Edit task bundle page is displayed.
3. Enter a name and, optionally, a description for the new task bundle in the relevant fields.
The version is automatically incremented every time you save the task bundle.
4. Optional: Select Selectable for compliance actions to transfer the task bundle onto a device
when it violates a compliance rule. See Compliance policies (page 18).
Note
This option is disabled when you edit an existing task bundle and the task bundle is already used as a compliance action.
5. Optional: For iOS task bundles, select Ignore app installation failures to continue the task bundle processing even if an app installation fails.
This option is disabled when the task bundle contains no Install app task.
6. Click Create task , select Enroll and enter a name for the task. Click Apply to create the task.
The name that you enter here will be displayed in the Self Service Portal while the task is processed.
7. Click Create task again and select Install profile or assign policy . Give the task a meaningful name, for example Install password policies profile , and select the profile you have created. Click Apply to create the task.
8. If you have configured profiles for Exchange, VPN or Wi-Fi settings, repeat the previous step for each profile.
9. Optional: Add further tasks to the task bundle.
Tip
You can change the installation order of the tasks by using the sort arrows on the right-hand side of the tasks list.
10. After you have added all required tasks to the task bundle, click Save on the Edit task bundle page.
The task bundle is available for transfer. It is displayed on the Task bundles page.
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17 Update Self Service Portal settings
After you have created the task bundles to be transferred when users enroll their devices in the Self
Service Portal, you need to update the Self Service Portal settings with the required group settings:
1. On the menu sidebar, under SETTINGS , click Setup > Self Service Portal , and then click the
Group settings tab.
2. Click the Default group setting.
The Edit group settings dialog box opens.
3. In the Initial package - corporate devices and Initial package - personal devices lists, select the task bundles you have created for Android and iOS devices.
4. Select the Active check box for the platforms that should be available in the Self Service Portal.
5. In the Add to device group list, select the group that devices will be added to when they are enrolled in the Self Service Portal.
6. Click Apply .
7. On the Group settings tab, click Save .
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18 Create a Self Service Portal test user
To test provisioning through the Self Service Portal, create a Self Service Portal user account for yourself. You will use this account to log in to the Self Service Portal and test device enrollment.
Note
This procedure assumes that the customer was created with internal user management, see
(page 9). For information on external user management, see the Sophos
Mobile super administrator guide.
To create a test user account for the Self Service Portal:
1. On the menu sidebar, under MANAGE , click Users , and then click Create user .
2. Configure the required account details.
Make sure that Send registration email is selected.
3. Click Save .
The user is added to the list of Self Service Portal users and a registration email is sent to the email address that you specified in the account details.
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19 Test device enrollment through the Self
Service Portal
We recommend that you test device enrollment through the Self Service Portal before you roll out the
Self Service Portal to your users.
Log in to the Self Service Portal with the test user account you created for yourself in
Service Portal test user (page 26) and perform test enrollments for all platforms that you want to
manage with Sophos Mobile.
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20 Import users into Sophos Mobile
After you have tested device enrollment through the Self Service Portal, you can import your user list into Sophos Mobile.
The import of users is only relevant for internal user management. For external user management, all users that are assigned to a certain LDAP group can log in to the system.
For information on external user management, see the Sophos Mobile super administrator guide.
You add new Self Service Portal users by importing a UTF-8 encoded comma-separated values (CSV) file with up to 300 users.
Note
Use a text editor for editing the CSV file. If you use Microsoft Excel, values entered may not be resolved correctly. Make sure that you save the file with extension .csv
.
Tip
A sample file with the correct column names and column order is available for download from the
Import users page.
To import users from a CSV file:
1. On the menu sidebar, under MANAGE , click Users , and then click Import users .
2. On the Import users page, select Send registration emails .
3. Click Upload a file and then navigate to the CSV file that you have prepared.
The entries are read in from the file and are displayed.
4. If the data is not formatted correctly or is inconsistent, the file as a whole cannot be imported. In this case, follow the error messages that are displayed next to the relevant entries, correct the content of the CSV file accordingly and upload it again.
5. Click Finish to create the user accounts.
The users are imported and displayed on the Show users page. They will receive emails with their login credentials for the Self Service Portal.
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21 Use the device enrollment wizard to assign and enroll new devices
You can easily enroll new devices with the device enrollment wizard. It provides a workflow that combines the following tasks:
• Add a new device to Sophos Mobile.
• Optional: Assign a user to the device.
• Enroll the device.
• Optional: Transfer a task bundle to the device.
To start the device enrollment wizard:
1. On the menu sidebar, under MANAGE , click Devices , and then click Add > Enrollment wizard .
Tip
Alternatively, you can start the wizard from the Dashboard page by clicking the Add device widget.
2. On the Enter user search parameters wizard page, you can either enter search criteria to look up a user the device will be assigned to, or select Skip user assignment to enroll a device that will not be assigned to a user yet.
3. After you have entered search criteria, the wizard displays a list of matching users. Select the required user.
4. On the Device details wizard page, configure the following settings:
Option
Platform
Name
Description
Phone number
Email address
Owner
Device group
Description
The device platform.
You can only select a platform that is enabled for the customer that you logged in to.
A unique name under which the device will be managed by
Sophos Mobile.
An optional description of the device.
An optional phone number. Enter the number in international format, for example +491701234567 .
The email address to which the enrollment instructions are sent.
If user management is configured for the customer, this is the email address of the user assigned to the device.
If no user management is configured, enter an email address here.
Select the device owner type: either Corporate or Personal .
Select the device group the device will be assigned to. If you have not created a device group yet, you can select the device group Default , which is always available.
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5. Select a task bundle that will be transferred to the device after it has been enrolled. Or select Only enroll device to enroll the device without transferring a task bundle.
When you click Next , the device is added to Sophos Mobile.
6. On the Enrollment wizard page, follow the instructions to complete the enrollment process.
Note
On Macs, the enrollment procedure must be performed by the user that will be managed by Sophos Mobile. To install the enrollment profile, the user must enter an administrator password.
7. When enrollment has been completed successfully, click Finish to close the device enrollment wizard.
Note
• When you have made all the selections, you can close the wizard without having to wait for the
Finish button to appear. An enrollment task is created and processed in the background.
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22 Glossary
customer device enrollment
Enterprise App Store provisioning
Self Service Portal
Mobile Advanced license
SMSec
Sophos Mobile client
Sophos Mobile console
Sophos Mobile Security
Sophos Secure Email
Sophos Secure Workspace task bundle
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The tenant that manages devices.
The device to be managed (for example smartphone, tablet or Windows 10 device).
The registration of a device with Sophos Mobile.
An app repository that is hosted on the Sophos
Mobile server. The administrator can use Sophos
Mobile Admin to add apps to the Enterprise App
Store. Users can then use the Sophos Mobile
Control app to install these apps onto their devices.
The process of installing the Sophos Mobile
Control app on a device.
The web interface that allows users to enroll their own devices and carry out other tasks without having to contact the helpdesk.
With a license of type Mobile Advanced you can manage the Sophos Mobile Security, Sophos
Secure Workspace and Sophos Secure Email apps through Sophos Mobile.
Abbreviation for Sophos Mobile Security.
The Sophos Mobile Control app that is installed onto devices managed by Sophos Mobile.
The web interface that you use to manage devices.
A security app for Android devices. You can manage this app with Sophos Mobile, provided that a license of type Mobile Advanced is activated.
An app for Android and iOS devices that provides a secure container for managing your email, calendar and contacts. You can manage this app with Sophos Mobile, provided that a license of type Mobile Advanced is activated.
An app for Android and iOS devices that provides a secure workspace where you can browse, manage, edit, share, encrypt and decrypt documents from various storage providers or distributed by your company. You can manage this app with Sophos Mobile, provided that a license of type Mobile Advanced is activated.
You create a package to bundle several tasks into one transaction. You can bundle all tasks necessary to have a device fully enrolled and running.
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23 Technical support
You can find technical support for Sophos products in any of these ways:
• Visit the Sophos Community at community.sophos.com/ and search for other users who are experiencing the same problem.
• Visit the Sophos support knowledgebase at www.sophos.com/en-us/support.aspx
.
• Download the product documentation at www.sophos.com/en-us/support/documentation.aspx
.
• Open a ticket with our support team at https://secure2.sophos.com/support/contact-support/ support-query.aspx
.
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24 Legal notices
Copyright © 2018 Sophos Limited. 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, Sophos Anti-Virus and SafeGuard are registered trademarks of Sophos Limited, Sophos
Group and Utimaco Safeware AG, as applicable. All other product and company names mentioned are trademarks or registered trademarks of their respective owners.
Copyright © 2018 Sophos Limited 33
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