Before you can assign a smart group to an application, book, compliance policy, device profile, video channel, or product provision, you must first create one.

  1. Choose the applicable Organization Group to which your new smart group applies and from which it can be managed.
  2. Navigate to Groups & Settings > Groups > Assignment Groups and then select Add Smart Group.
  3. Enter a Name for the smart group.
  4. Optionally, you can enable the Device Preview to see which devices are included in the smart group you have designed. This device preview is disabled by default to improve performance.
  5. Configure the smart group type. Choose between Select Criteria and Select Devices or Users. Switching between Select Criteria and Select Devices or Users erases any entries and selections you may have made.

    The Select Criteria option works best for groups with large numbers of devices (more than 500) that receive general updates. This method works best because the inherent details of these groups can reach all endpoints of your mobile fleet. In the Select Criteria type, select qualifying parameters to add in the smart group. If no selection is made in any setting, then that filtering is not applied toward the criteria.

    Setting Description
    Organization Group This criteria option filters devices by organization groups selected. You can select more than one OG.
    User Group This criteria option filters devices by user groups selected. You can select more than one user group.
    Ownership This criteria option filters devices by ownership type selected.
    Tags This criteria option filters devices according to the way they are tagged. You can select more than one tag.
    Platform and Operating System

    This criteria option filters devices by platform and OS selected. You can select multiple combinations of each.

    While Platform is a criterion within a smart group, the platform configured in the device profile or compliance policy always takes precedence over the smart group's platform. For instance, if a device profile is created for the iOS platform, the profile is only assigned to iOS devices even if the smart group includes Android devices.

    Model This criteria option filters devices by device model. Individual models displayed are based on the selections made in Platform and Operating System. You can select (or exclude) from this list of models.
    Enterprise OEM Version This criteria option filters devices by their original equipment manufacturer version. You can select more than one OEM.
    Additions This criteria option adds individual devices and users that are not included in the filtering criteria. You can select more than one device and more than one user.
    Exclusions

    This criteria option excludes individual devices and individual users that are included in the filtering criteria. You can exclude more than one device and more than one user.

     

    The Select Devices or Users option works best for groups with smaller numbers of devices (500 or fewer) that receive sporadic, although important, updates. This method works best because of the granular level at which you can select group members.

    Use the Select Devices or Users type to assign content and settings to special cases outside of the general enterprise mobility criteria. Enter the device friendly name in Devices and user name (first name or last name) in Users. You must Add at least one device or user or you cannot save the smart group.

    There is a limit to the number of rules (500) that a smart group may be programmed with. This 500 rule limit is unrelated to the 500 device threshold determining whether your smart group is Select Criteria or Select Devices or Users-based.

    Setting Description
    Devices Enter the device friendly name to add a device to this smart group. You can add more than one device using this method.
    Users

    Enter the username, first name, or last name to add users to this smart group. You can add more than one user using this method.

  6. Select Save when complete.