Onboarding Customers

Customer organizations must be added to Enterprise Mobility Management before inviting users to register their devices.

Prerequisite: Before you begin, each customer organization you add must have an Active Directory instance configured to integrate with Enterprise Mobility Management. See Configuring Active Directory Integration.

Creating a New Organization in the VSA

Follow this procedure if the customer organization you want to add is new to the entire VSA.

1. Navigate to the System > Orgs/Groups/Depts/Staff > Manage page.
2. Click New to display the Add Organization dialog.
3. Enter an ID and Org Name to identify the new customer organization.
4. Click Save.

Your new customer organization has been created. Now return to the Mobility module to add the customer organization to Enterprise Mobility Management.

Adding a Customer Organization in the Mobility Module

1. Click the New tile to start the New Customer Setup Wizard.

   Note: Click the trashcan icon in the upper right corner of a tile to remove an organization after adding it to Mobility. Removing it does not delete the organization from the VSA.

   

2. Select the customer organization you want to add to the Mobility module.
3. Optionally include a customer logo.
4. Select MDM only, BYOD only or MDM & BYOD both. You selection determines the policy profiles and options that are displayed to you in the user interface when this customer organization is selected.
5. Click Next.

   

6. Specify the Active Directory parameters Enterprise Mobility Management will use to identify users in the customer organization.

   Note: Each customer organization you add must have an Active Directory instance configured to integrate with Enterprise Mobility Management. See Configuring Active Directory for Integration.

   Note: If you have not configured Active Directory yet, click Resume Later. You can click the tile for this customer organization to return to this step in the wizard. A customer organization tile displays an asterisk to indicate that Active Directory setup has not yet been configured.

   

   • Directory Type - Active Directory is the only option.
   • Directory URL (with port) - Enter an LDAP URL. The required LDAP port is is 389. Example: ldap://212.54.134.136:389
   • Username - Enter an Active Directory username that provides access to the distinguished name specified in the Search Base field.
   • Password - Enter the password.
   • Search Base - Enter the distinguished name used to search for the three groups of users in this instance of Active Directory that are eligible to register their devices with Enterprise Mobility Management. Example: OU=Kaseya EMM Groups,DC=company,DC=com
7. Click the Test Connection button to verify your Active Directory connection.
   • If successful, click Next to populate Enterprise Mobility Management with the three groups of users eligible to register their devices with Enterprise Mobility Management.
   • If the test fails, check the values entered on this wizard page match your Active Directory configuration. The test must be successful to continue onboarding this customer organization.
8. Assign Enterprise Mobility Management mobile device policies to the new customer organization.
   • You can assign one High policy, one Medium policy and one Low policy to each customer organization you register in Enterprise Mobility Management.
   • Select the default High, Medium and Low policies if you have not created customer-specific policies yet.

   

9. The last page of the wizard returns counts for the users and groups returned by the Active Directory search. These users and groups have been imported into Enterprise Mobility Management. You are prompted with two choices:
   • Click Later to accept default pre-defined policies for this newly onboarded customer organization. This option bypasses setting customizable properties that are specific to that customer organisation.

     Note: You may wish to invite users immediately to register a mobile device with Enterprise Mobility Management. See Onboarding Users for details.

   • Click Yes to configure new customer-specific policies that include both pre-defined and customizable properties.

     Note: See Configuring Policies for details about selecting this option.