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Guide to Managing Devices

In managing the devices enrolled with the Entgra IoT server, it is important to set the general platform configurations to the frequency that the server needs to be monitored. Instructions for general platform configurations are given here.

Managing devices section guides you on how to group enrolled devices, share the groups specific to user roles, and to update and remove groups when required. This section also takes you through on how to monitor the device status.

Also covered within this section are the Policies for Android, Apple and Windows devices. Procedures on How to Add, Update, Publish/Unpublish and View a policy enforced on a device are given. It is also possible to manage the priority order of the policies on a device.

Device operations that can be executed on Android, Apple and Windows devices via Entgra IoT server have been explained separately for each device type. Similarly, device policies that can be enforced on each device type are shown under Android Device Policies, Apple Device Policies and Windows Device Policies.

Device Management documentation available here guides you completely on how to effectively manage your device with the Entgra IoT server.

Given below are the procedures and detailed explanations in managing your devices and of operations and policies applicable to each:

General Platform Configurations

The general platform configurations for Entgra IoT Server involves setting up configurations for monitoring how often the devices are enrolled with the server and for enabling the geofencing feature required for Location-Based Services [LBS] in a multi-tenant environment.

Follow the instructions below to configure the general platform settings:

  1. Sign in to the Entgra IoTS Endpoint Management Console.
  2. Click Platform Configurations under Configurations.
  3. Define the Monitoring Frequency in seconds, to monitor the enforced policies on the devices, and click SAVE.

Platform Configurations

Geofencing

Geofencing enables you to set up virtual perimeters for controlling access over specified boundaries. A very useful feature in governing access for user groups, it can be conveniently set up by drawing boundaries over areas on the map.

Configurations

  1. Sign in to the Entgra IoTS Endpoint Management Console.
  2. Click Configurations.
  3. Go to Platform Configuration.
  4. In Alerting Configurations, select the Geo Alerts.

    Geofencing

  5. Fill in the required fields.

    Geofencing

  6. Click Save.

Creating Geofences

  1. Click Create + in the top right corner.
  2. Select Geo Fence.

    Geofencing

  3. Fill in the required information.

    Geofencing

  4. Create a geofence to include the desired area. You can create it using a circle or any other poligonal shape.

    Geofencing

  5. Click Create.

    Geofencing

Searching for Geofences

  1. Click on the Search Geo Fence bar on top of the geofences table.
  2. Add relevant tags for searching and then click Search.

    Geofencing

Updating Geofences

  1. Go to Geo Fences and search for the record that you wish to edit.
  2. Click Edit.

    Geofencing

  3. Update information as required.

    Geofencing

  4. Click Update.

    Geofencing

Removing Geofences

  1. Go to Geo Fences and search for the record that you wish to delete.
  2. Click Delete.

    Geofencing

  3. A dialog box will be prompted asking you to confirm that you wish to delete the record, where you can click Yes, if so.

    Geofencing

Certficate Management

Adding Certificates

  1. Click Configurations.
  2. Go to Certificates.

    Geofencing

  3. Enter the serial number and attach the certificate in the given fields. Click Save.

    Geofencing

  4. You are now able to view the newly created certificate in the certificates table.

    Geofencing

Removing Certificates

  1. Click Configurations.
  2. Go to Certificates.
  3. Select the certificate record that you wish to delete and click on the delete icon.
  4. A dialog box will be prompted asking you to confirm that you wish to delete the record, where you can click OK, if so.

    Geofencing

  5. Your certificate record will now be deleted.

Manage Enrolled Devices

Prerequisites

The server has to be downloaded and started.

Must have been logged on to the server's Endpoint Management Portal.

View an Enrolled Device

1.Click View under Devices.

2.You will be directed to the page with the enrolled devices.

3.Click on the Mac OS device you enrolled. You will be directed to the device details page.

Grouping Devices

This tutorial takes you through on how to group your enrolled devices. Grouping allows you to monitor and view device data of several devices at once. This way you can view any abnormal behavior of the devices at a glance and take necessary actions to prevent it.

For example, sharing the devices in your lobby with your technician. For this purpose, you can create a group named Lobby, add the devices in the lobby to the created group, and share the group with the technician. Now the technician is able to view the devices in the group, analyze the data gathered by the devices and come to a conclusion on the devices that need attention.

By default, Entgra IoT Server has a group created named Bring Your Own Device (BYOD). It groups all the devices that are owned by device users.

Let’s get started!

Add a Device Group

Start off by creating a new device group in the Entgra IoT Server:

  1. Click Add under GROUPS to add a new group.

  2. Provide the required details and click Add.

    Group Name: Enter the group name.

    Description: Enter a short description for the group.

Add Devices to the Group

Follow the steps given below to add the device/s to the group that you created:

  1. Click View under GROUPS.

  2. Click on the group you want to add the devices to.

  3. Click Assign from My Devices.

  4. Click Select to select the devices you need to add to the group and click Add to Group.

  5. Select the group from the dropdown list and click Add device to group.

The groups that appear in the dropdown list are the groups you created through add a device group.

To ensure that the devices were added to the group, go to the group management page, click on the device group, and check if the devices have been added.

Sharing Groups with User Roles

You need to share the device group you created with other users so that they too can access the device type.

Follows the steps given below:

  1. Download and start the server.

  2. Log on to the server’s Endpoint Management Portal.

  3. Click View under GROUPS.

  4. Click the share icon on the group you want to share.

  5. Share the groups with user roles.

    • Share the group with existing user roles by entering the role name or names and clicking Share.

    • Do you want to create a new role and share with the group? Click New Role and create the new role. Next, navigate to the group management page, click Share, enter the name of the role you just created, and click Share.

    • Do you want to share the group with more roles but want them to be merged as a new role? Enter the names of the roles you want to share with the group, click New Role from Selection, and enter the name of the new role you are creating. Click Yes if you want to add new users to the role you just created or click No to finish sharing the group.

    The permissions of the roles you selected will be merged to create the permissions for the new role.

  6. If you need to add more user/s to the selected roles, select Yes in the confirmation message that appears and you are directed to the User Management screen. Else select No and you are done with sharing the group with the selected user roles.

Update Group Details

Follow the steps given below, to update the group name or description.

1.Click View under GROUPS.

2.Click Edit in your device group.

3.Update the details and click Update.

Remove a Group

Follow the steps given below, to delete a group from Entgra IoT Server.

  1. Click View under GROUPS.

  2. Select the group to be removed, and click Delete under the particular group.

  3. Click Yes, to confirm that you want to delete the group.

Monitoring the Device Status

Due to various reasons, the devices registered with Entgra IoT Server might not be able to communicate with the server continuously. When the device is not actively communicating with the server, you need to know about it to be able take necessary actions, such as checking if the device is malfunctioning, whether it needs to be repaired, or if the device has been stolen.

To get a clear understanding, let us look at how this works in the Entgra IoT Server.

  • If the device and the server are actively communicating, the device is shown as Active.

    • To check this, in the endpoint management console, click View under Devices. You can see all your registered devices and their device statuses.
  • If the server is unable to communicate with the device within a defined time period, the device will be displayed as Unreachable.

    • In the endpoint management console, click View under Devices. You can see all your registered devices and their device statuses.
  • If the server is still unable to communicate with the device after a defined time period, the device will be shown as Inactive.

    • In the endpoint management console, click View under Devices. You can see all your registered devices and their device statuses.
  • If the device starts to communicate with the device after some time, the device status is updated back to Active. The device’s status has the following lifecycle:

Device Status

The device monitoring task is not applicable for all IoT devices. Therefore, you can choose to enable or disable it for your device type. Let us take a look at how you can configure Entgra IoT Server and your device type to monitor the device status.

Open the <IOTS_HOME>/conf/cdm-config.xml file and make sure the DeviceStatusTaskConfig is enabled. This configuration is enabled by default.

If the DeviceStatusTaskConfig is enabled (or enabled on a node that is in a clustered setup) it will run the status monitoring task in the server. If the configuration is disabled, the server will not monitor the status of the devices.

true Configure the device type to go into the unreachable state and then to the inactive state after a specified time. Navigate to the <IOTS_HOME>/repository/deployment/server/devicetype directory, open the <DEVICE_TYPE>.xml file, and configure the fields given below:

The default configuration in the android.xml file is shown below:

true 300 300 600 git

In addition to the above configurations, for the device monitoring task to actively function, you need to have pending operations on the device end. When there are pending operations the device communicates with the server to send the operation details to the server and through it, the server keeps track and ensures that the device is active.

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