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Workflows can be used to install resources in a specific order on your end user devices. You can sequentially install the resources during onboarding your devices into Workspace ONE UEM or when resources have dependencies. Sequencing of the following resources is supported:

  • Application sequencing: An admin can sequence the installation of different applications during deployment. For example, install Outlook and then install Outlook plugins.
  • Profile sequencing: An admin can sequence the installation of profiles with other resources. For example, install the Wi-fi profile before any other resources.
  • Integrate scripts with workflows: An admin can run scripts on devices using workflows and sequence the running of scripts during deployment.

Note: In a workflow, you can only select the resources that are available in the system inventory and you cannot add resources from within the workflow. You can add resources into a workflow that is a part of your current organization group (OG) and your parent OG. However, you cannot view the resources managed at your child OG. To view the resources managed at your child OG, you must create a workflow at the child OG level. For more information about the usage of resources from various OGs, see the Working with Freestyle Orchestrator on Multiple Organization Groups topic.

Create a Workflow to Sequence the Installation of Applications

You can create a workflow to install all the applications in sequential order. The sequential installation of applications ensures that the installation of one application is successful before moving to the installation of another application.

The following procedure shows the steps to create a workflow to sequence the installation of applications. In this procedure, the administrator creates a workflow to install Outlook, Zoom, and Skype applications on the devices assigned to an organization group (OG). So, the administrator creates a workflow to first install the Outlook application and then install the Zoom and Skype Outlook plug-ins.

Prerequisites

Before you begin creating a workflow, you must add the Outlook, Zoom, and Skype applications to the app inventory. To add the required applications to the inventory, navigate to your organization group (OG), and follow the procedure at the Deploy Applications to Devices topic in the Application Lifecycle Management guide. You must also add default policies to each of these applications.

Procedure

The following procedure describes the steps to create a workflow to first install the Outlook application and then install the Zoom and Skype applications.

  1. Log in to the Workspace ONE UEM console.
  2. Click Freestyle > Freestyle Orchestrator and click New.
  3. Enter a name in the New Freestyle Workflow. You can add an optional description to your workflow.
  4. In the right Admin Panel Workflow Settings, select the Platform from the drop-down menu, and select Smart Groups to which you want to assign this workflow.
  5. In the left pane, click Add > Resource > Application to add an application to the workflow.
  6. In the right Admin Panel, under the Install Application perform the following steps:

    a. In Application, click Search and Select, and enter Outlook in the Search for an existing application.

    Note: A list of all the available applications are displayed in the Results section.

    b. Navigate to the Outlook application and click Select to select the application.

    c. In the Install Application screen, click the Version to select the version of the Outlook application to be installed.

  7. In the left pane, click Add > Resource > Application to add the Zoom application to the workflow.

  8. In the right Admin Panel, under the Install Application perform the following steps:

    a. In Application, click Search and Select and enter Zoom in the Search for an existing application.

    b. Click Select to select the Zoom application.

    c. On the Install Application screen, click the Version to select the version of the Zoom application to be installed.

  9. In the left pane, click Add > Resource > Application to add the Skype application to the workflow.

  10. In the right Admin Panel, under the Install Application perform the following steps:

    a. In Application, click Search and Select and enter Skype in the Search for an existing application.

    b. Click Select to select the Skype application.

    c. On the Install Application screen, click the Version to select the version of the Skype application to be installed.

  11. Click Save to save your workflow.

  12. Click Publish to publish the workflow to all selected devices upon device check-in.

Note: You can create and save your workflow anytime without publishing the workflow to your end user devices. You can return to the Workspace ONE UEM console later to publish a saved workflow.

Results

You can view the saved workflow in the Freestyle Orchestrator dashboard. When the workflow is assigned to the device, the Outlook application is installed first, followed by the Zoom and Skype applications, according to the order specified in the workflow. The sequential installation of applications ensures that all the applications are installed correctly.

Create a Workflow to Sequence the Installation of Profiles

The sequential installation of profiles ensures that a profile installation is complete before moving to the installation of another resource.

Note: Profile sequencing is only supported on the Windows platform. The profiles can be referred to in workflow and assigned to a smart group only after the profiles are added to the system inventory.

The following procedure shows the steps to create a workflow to sequence the installation of profiles. In this procedure, the administrator creates a workflow to first install the passcode policy profile and then install the Wi-fi profile on the devices assigned to a particular OG.

Prerequisites

Before you begin creating a workflow, you must first create the passcode policy profile and the Wi-fi profile. For more information about creating profiles, see the macOS Device Profiles topic in the macOS Device Management guide and Workspace ONE UEM Profiles for Windows topic in the Windows Desktop Device Management guide.

In this example, the passcode policy profile is named passcode-policy-profile and the Wi-Fi profile is named wifi-profile.

Procedure

The following procedure describes the steps to first install the passcode policy profile and then install the Wi-fi profile.

  1. Log in to the Workspace ONE UEM console.
  2. Click Freestyle > Freestyle Orchestrator and click New.
  3. Enter a name in the New Freestyle Workflow. You can add an optional description to your workflow.
  4. In the right Admin Panel Workflow Settings, select the Platform from the drop-down menu, and select Smart Groups to which you want to assign this workflow.
  5. In the left pane, click Add > Resource > Profile to add a profile to the workflow.
  6. In the right Admin Panel, under the Install Profile perform the following steps:

    a. In Profile, click Search and Select, and enter passcode-policy-profile.

    b. Select the passcode-policy-profile from the auto-populated list.

  7. In the left pane, click Add > Resource > Profile to add another profile to the workflow.

  8. In the right Admin Panel, under the Install Profile perform the following steps:

    a. In Action, select Install.

    b. In Profile, click Search and Select, and enter wifi-profile.

    c. Select the wifi-profile from the auto-populated list.

  9. Click Save to save your workflow.

  10. Click Publish to publish the workflow to all selected devices upon device check-in.

The following profiles need additional steps for using them in workflows:

  • BIOS: To install a BIOS profile on a device, the Dell Command Monitor (DCM) app must be installed on the device. You must add the DCM app to your inventory, install the DCM app, and then install the BIOS profile. The workflow does not install the DCM app automatically unless the DCM app is added as an explicit step in the workflow.

  • OEM updates: To install an OEM profile on a device, the Dell Command Update (DCU) app must be installed on the device. You must add the DCU app to your inventory, install the DCU app, and then install the OEM profile. The workflow does not install the DCU app automatically unless the DCU app is added as an explicit step in the workflow.

  • Kiosk: To install the Kiosk profile and set up the Kiosk mode on your devices, you must add a workflow step to install the required apps in the Kiosk mode and then install the Kiosk profile.

Results

You can view the saved workflow in the Freestyle Orchestrator dashboard. When the workflow is assigned to the device, as per the order specified in the workflow the passcode-policy-profile is first installed and then the wifi-profile is installed. The sequential installation of profiles ensures that all the profiles are installed correctly.

Create a Workflow to Sequence the Installation of Scripts

As an administrator, you can create a workflow to run scripts based on specific condition rules or in sequential order with other resources. The following procedure describes the steps to create an example workflow to use a sensor condition to determine if a device's printer access is enabled. If the printer access is not enabled, run a script on the device to refresh the printer configuration.

For more information about creating scripts, see the Create a Script for macOS Devices topic in the macOS Device Management guide and the Create a Script for Windows Desktop Devices topic in the Windows Desktop Device Management guide.

Prerequisites

Before creating a workflow, you must first create the sensor to check the printer access. In this example, the macOS Bash sensor to check for printer access is named printer_status and the response data type is string.

/usr/bin/lpstat -p 2>/dev/null | awk '{print $5}' | sed '/^$/d' 

If the printer is configured correctly, the sensor must return the string enabled. You can then create a script to refresh the printer service. For more information about creating scripts, see the Create a Script for macOS Devices topic in the macOS Device Management guide and the Create a Script for Windows Desktop Devices topic in the Windows Desktop Device Management guide.

In this example, the macOS Bash script to refresh the printer service is named refresh_printer.

do
	/usr/bin/cancel -ax
	/usr/sbin/cupsdisable $printer
	/usr/sbin/cupsenable $printer
	echo "Refreshed $printer"
done 

If the script runs successfully, it must complete with an exit (return) code of 0, in which the workflow updates the status as successful.

Note: The scripts can be added in workflow and assigned to a smart group only after the scripts are created.

Procedure

The following procedure describes the steps to create a workflow with a sensor condition to check the printer status on all devices in the assigned smart group and then run a script on devices that cannot access the printer to refresh the configuration.

  1. Log in to the Workspace ONE UEM console.
  2. Click Freestyle > Freestyle Orchestrator and click New.
  3. Enter a name for the workflow in the New Freestyle Workflow. You can add an optional description to your workflow.
  4. In the right Admin Panel Workflow Settings, select the Platform from the drop-down menu, and select Smart Groups to which you want to assign this workflow.
  5. In the left panel, click Add, and select Condition.
  6. In the right Admin Panel, under Check Condition 1 enter a name for the condition - "Check Printer Status".
  7. Click If > Sensor and click search in the Sensor screen.

    Note: In the Filter (If) screen, you can click the Additional Settings tab and enable the Re-evaluate Condition option. If there is any change in the sensor value or change in the workflow itself, this setting re-evaluates the condition and retriggers the workflow steps if needed.

  8. Enter the sensor name printer_status and Does Not Include from the drop-down and enter enabled in the required information field.

  9. Click + Then > Add > Resource > Script.
  10. In the right Admin Panel, click Search and Select under the Run Script > Script. All the available scripts are populated.
  11. In the Results list, search for the refresh_printer script and click Select.
  12. Click Save to save your workflow.
  13. Click Publish to publish the workflow to all selected devices upon device check-in.

Results

You can view the saved workflow in the Freestyle Orchestrator dashboard. When the workflow is assigned to the device, as per the order specified in the workflow, first the sensor to check for the printer status printer_status is run, and then if needed, the script to refresh the printer configuration refresh_printer is run.

Create a Workflow to Install a Group of Resources

An administrator can create a group in a workflow and add all the required applications, profiles, and scripts to be installed on the devices to the workflow. The resources added to a group do not follow any sequence during the installation. A combination of applications, profiles, and or scripts can be installed at the same time on the device.

In this example, an admin creates a group to install the Wi-Fi profile, the Global Protect application, and install the Google Chrome application on the device.

Prerequisites

Before you begin creating workflows, the admin must create a Wi-Fi profile, add the Global protect application, and the Google Chrome application to the system inventory. In this example, the Wi-Fi profile is named wifi-profile, the Global protect application is named global-protect, and the Google Chrome application is named chrome.

Note: Only after the application and profile are created, the application and profile can be added in a workflow and assigned to a smart group.

Procedure

The following procedure describes the steps to create a workflow to add a group to the workflow and add all the resources into the group.

  1. Log in to the Workspace ONE UEM console.
  2. Click Freestyle > Freestyle Orchestrator and click New.
  3. Enter a name in the New Freestyle Workflow. You can add an optional description to your workflow.
  4. In the right Admin Panel Workflow Settings, select the Platform from the drop-down menu, and select Smart Groups to which you want to assign this workflow.
  5. In the left pane, click Add > Group to add a group to the workflow.
  6. In the right Admin Panel, under the Group enter a name for the group.
  7. Click Add > Profile.
  8. In the Install Profile, click search and select, and enter the wifi-profile to be added to the group.
  9. Select the wifi-profile from the auto-populated list.
  10. In the right Admin Panel, under the Install Profile, click Add, and select Application from the auto-populated list.
  11. In the Install application screen, perform the following actions to add the Global protect application.

    a. In Application, click search and select the global-protect application to install. The Results section displays a list of all available applications.

    b. In Version select the version of the application to be installed.

  12. In the right Admin Panel, under the Install Application page click Add and select Application.

  13. In the Install application screen, perform the following actions to add the Google Chrome application.

    a. In Application, click search and select, enter chrome application to install. Select the chrome application from the auto-populated list.

    b. In Version select the version of the application to be installed.

  14. Click Save to save your workflow.

  15. Click Publish to publish the workflow to all selected devices upon device check-in.

Results

You can view the saved workflow in the Freestyle Orchestrator dashboard. When the workflow is assigned to the devices, the resources in the workflow group start installing on device check-in.