As explained earlier, Device Enrolment happens on the SmartMDM portal. Enrolling a device goes to further ensure that only authenticated and authorized users/device can access a device/application respectively.
The end to end device The Portal onboarding process involves the following steps:
Device Enrolment
Device Tagging /Request Approval
Kiosk Mode
Device Enrolment
Enrolling a device on the platform follows two processes. The Admin Enrolment & the Self - Enrolment. To onboard a device on the platform, the admin would need to select from either of the two options. The steps on how to achieve this have been broken down below:
Admin Enrolment
For Admin Enrolment, the tagging process starts from the MDM portal where the admin pre-enrols the device. Approval in this case is done automatically. What this means is that the tag request for that device is automatically approved.
There are two enrolment methods for Admin Enrolment.
Single Device Enrolment
Bulk Enrolment
For Single Device Enrolment, follow these steps:Device Enrolment enables an admin to create a “user-device” relationship. This basically means mapping or simply put, assigning a device to a user such that only the user or users that have been mapped to a device can access (Log in) the device.
To enrol a device on the portal;
Login to SMARTMDM portal, go navigate to Device enrolment Enrolment > select Enroll a device page from “Enrol options”, the Device Enrolment sub-menu options. Click on SINGLE DEVICE ENROLMENT.
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When the device enrolment page is displayed, the user will be required to select their preferred enrolment option from “Single device enrolment” and “Bulk device enrolment”. |
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Fig. 1-Select single enrolmentthe “Single device enrolment” option
2. Select Device platform from the list of device platforms available
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Currently, on the platform, platforms available are Android & windows. The platform supports mobile devices running Android 5 & higher including Android 10 & Windows 10 devices |
a. To enrol an Android device, select the “ANDROID” option
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The user can select either of the two options available depending on their device type (Android or Windows) |
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Fig. 2 - Select “Android” platform
b. To enrol a Windows device, select the “WINDOWS” option
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Fig. 3 - Select windows platform
33 (a). On clicking on the preferred device platform, a form is displayed that allows the user to enter details of the device as well as create a user. This is where the actual “user-device relationship creation” happens.
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This section requires a user to fill out details of the device to be enrolled. It is a multi-step form. The first step as shown in Fig. 43 below requires the user to enter information regarding the IMEI number, MAC Address (This is an optional field), Agent, Outlet & Channel partner for which this device will be mapped to. How to get your device IMEI number on Android
How to get your device MAC Address on Android
How to get your Device ID on Windows
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Fig. 43 - Enter details of the device - form 1
3 (b) This section Page 2 of the form allows you to enter the location where the device would be used as well as add map the device to a location and a group.
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Defining Specifying the location for that a device allows the user (admin) enforce their Geofencing policies such that a device user will be used is required to aid the enforcement of geofence policies. This ensures that when an agent goes outside their predefined location (geofence) they will not be able to perform certain/any activity as the case may be outside their geofencethe device. |
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Fig. 54 - Enter location details of the device - form 2
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3 (c) - You can add the device to an existing group by selecting from the drop-down selection of the “Group” field or click “Create a New Group” if you intend to add the device to a new group
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Fig. 6 - Create a new group
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The section on the left as shown in the image below, allows the user to select from a list of groups already existing on the platform to map a device to. On the right, therefore, “Create New Group” allows them to create a new group altogether. |
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Fig. 6 - Create a new group
44. Preview Page
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This page enables the user to preview the details of the device they are about to enrol and confirm that the details entered are correct. |
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Fig.7 - Preview Enrollment details
5. Device Enrollment successful
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When a device has been successfully enrolled, this page is displayedThe device is added to the “Enrolled devices” bank. The user can manage their view by switching between the tabs “Device” and “Groups”. The “Device” tab allows user to view switch between “Devices” and “Groups” to see all the devices and groups they have added on the platformcreated. |
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Fig. 7 - Device successfully addedenrolled
Bulk Device Enrolment
The Bulk device enrolment, allows you to enrol multiple devices on the platform. Where a user decides to enrol more than one or two devices, the bulk device enrolment option will suffice.
Follow these steps:
Login to SMARTMDM web portal, go navigate to Device enrolment Enrolment > select Enroll a device page from “Enrol options”, select the Device Enrolment sub-menu options. Click on BULK DEVICE ENROLMENT.
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Fig. 1 - Select Bulk Enrolment
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2. Click Download Enrolment Template
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To enrol bulk devices, first, download the bulk device The Bulk enrolment template is an Excel sheet. The template allows you to enter details of multiple devices to be enrolled. |
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user is expected to download it and fill out the columns with the correct details. With the template, a user can enrol up to 1000 devices at a time. |
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Fig. 2 - Click download templateSelect “Download Enrollment template”
3. Downloaded Template Fill out downloaded template
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The bulk enrollment template allows the user to enrol multiple devices at a time. “Device type, Channel partner, LGA, Cluster, Agent, Outlet, & Device Group” columns are a drop-down selection. This means that you don’t have to enter any values yourself just click on the drop-down and select an option that matches your preferred option When the user clicks on “Download enrolment template”, The template downloads on their computer and can be accessed from the “downoads” folder. Every other column apart from Device ID & Mac address, on the other hand, are not drop - down selections. The columns allow you to enter your preferred value. NOTE: Before filling out the template, check the “Device ID” column and be sure to remove any data validations in the columnBut for these two, the user is expected to type in the data by the data. |
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Fig. 3 - Showing the Device Enrollment template
4. Upload filled out template
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Fill out the template and upload the file |
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Click on the “Upload” button as shown in Fig. 4 below and attach the “correct” filled out template. |
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Fig. 4 - Upload completed template
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5. Bulk enrolment Result
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When you fill the user fills out the template (Fig.3) and upload (Fig. 4), the sheet automatically downloads with the result as shown in Fig. 5. Note: Pay attention to the result column right after “Select Device Groups” this is where you can view enrolment that was successful & those that failed. In the case of Fig. 5 below, you can see “Device has been successfully tagged” this means that the devices were enrolled successfully. |
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Fig. 5 - Bulk enrolment result.
Exceptions
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There are a number of reasons why the bulk enrolment process could fail
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Device Tagging
For a user to be able to access the SmartMDM app on their device whether, on Windows or Android, they have to first tag this thier device. This is like giving this device it’s own unique identity so that the admin is able to identify as well as manage them properly.
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