Smart groups are customizable groups within Workspace ONE UEM powered by AirWatch that determine which platforms, devices, and users receive an assigned application, book, compliance policy, device profile, or provision.

When you create organization groups, you typically base them on the internal corporate structure: geographical location, business unit, and department. For example, "North Sales," "South HR." Smart groups, however, offer the flexibility to deliver content and settings by device platform, model, operating system, device tag, or user group. You can even deliver content to individual users across multiple organization groups.

You can create smart groups when you upload content and define settings. However, their modular nature means you can also create them at any time, so they are available to be assigned later.

The main benefit of smart groups is their reusability. It might be intuitive to make a new assignment every time you add content or define a profile or policy. Instead, if you define assignees to smart groups only once, you can simply include those smart groups in your definition of content.

Smart Group List View

View the entire list of smart groups by navigating to Groups & Settings > Groups > Assignment Groups. Admins can only see groups which they can manage based on their permissions settings.

The screenshot shows a typical  listing of Smart Groups with one selected, which displays the Assign and Delete buttons.

The columns Groups, Assignments, Exclusions, and Devices each feature links which you can select to view detailed information.

  • Selecting links in the Assignments or Exclusions columns display the View Smart Group Assignments screen.
  • Selecting a link in the Devices column displays the Devices > List View showing only those devices included in the smart group.
  • You can Filter your collection of groups by Group Type (Smart, Organization, User, or all) or by Assigned status. Assigned status shows whether the group is assigned, is excluded, both, or neither.
  • You can Assign a smart group directly from the listing.

Unassign a Smart Group

You can unassign a smart group from an application, book, policy, profile, or product. This action removes the associated content from all devices in the smart group.

  1. To unassign smart groups from applications, books, compliance policies, device profiles, or product provisions. Follow the navigation paths shown.
    • Native Apps – Navigate to Resources > Apps > Native and select the Public, or Internal tab.
    • SaaS Apps – Navigate to Resources > Apps > SaaS and select the Public, or Internal tab.
    • Books – Navigate to Resources > Books > List View and select the Public, Internal, or Web tab.
    • Compliance Policy – Navigate to Devices > Compliance Policies > List View.
    • Device Profile – Navigate to Resources > Profiles & Baselines > Profiles.
    • Product Provision – Navigate to Devices > Provisioning > Product List View.
  2. Locate the content or setting from the listing and select the Edit icon The edit icon is shaped like a gray pencil. from the actions menu.
  3. Select the Assignment tab or locate the Smart Groups text box.
  4. Select Delete (X) next to the smart group that you want to unassign. This action does not delete the smart group. It simply removes the smart group assignment from the saved setting.
  5. Follow the required steps to Save your changes.

Delete a Smart Group

When you have no further use for a smart group, you can delete it. You can only delete one smart group at a time. Selecting more than one smart group causes the Delete button to be unavailable.

Before you can delete a smart group, it cannot be assigned to any device product. If you are certain the smart group you want to delete is unassigned, then take the following steps.

  1. Navigate to Groups & Settings > Groups > Assignment Groups and locate the smart group you want to delete from the listing.
  2. Select the check box to the left of the smart group you want to delete.
  3. Select Delete from the actions menu that displays.

Results: The unassigned smart group has been removed.

Edit a Smart Group

You can edit an established smart group. Any edits that you apply to a smart group affects all policies and profiles to which that smart group is assigned.

Here is an example of a typical need to edit a smart group. Assume a smart group for executives is assigned to a compliance policy, device profile, and two internal apps. If you want to exclude some of the executives from one or more of the assigned content items, then simply edit the smart group by specifying Exclusions. This action prevents not only the two internal apps from being installed on the excluded executives' devices but also the compliance policy and device profile.

  1. Navigate to Groups & Settings > Groups > Assignment Groups.
  2. Select the Edit icon (The edit icon is shaped like a gray pencil.) located to the left of the listed smart group that you want to edit. You can also select the smart group name in the Group column. The Edit Smart Group page displays with its existing settings.
  3. In the Edit Smart Group page, alter Criteria or Devices and Users (depending upon which type the smart group was saved with) and then select Next.
  4. In the View Assignments page, you can review which profiles, apps, books, provisions, and policies can be added or removed from the devices as a result
  5. Select Publish to save your smart group edits. All profiles, apps, books, provisions, and policies tied to this smart group update their device assignments based on this edit.

Results: The Console Event logger tracks changes made to smart groups, including the author of changes, devices added, and devices removed.

Research Smart Group Events Using Console Event Logger

You can track the changes to smart groups, and when they were made and by whom, by using the Console Event logger. Such tracking can be useful when troubleshooting devices.

  1. Navigate to Monitor > Reports & Analytics > Events > Console Events.
  2. Select Smart Groups from the Module drop-down filter at the top of the Console Event listing.
  3. Apply more filters as you might require including Date Range, Severity, and Category.
  4. Where applicable, select the hypertext link in the Event Data column which contains extra detail that can assist your research efforts.

Create and Assign a Smart Group

You can create a smart group defined by platform, ownership, user group, OS version, model, device tag, enterprise OEM, and even individual devices by friendly name.

For example, you can make a smart group containing all employee-owned iPhone Touch devices with iOS version earlier than 9.0.2. Add to this same smart group all Android devices by HTC version 2.0 with OS version 4.1 or greater. Out of this group, you can exclude devices in the user group "full time." To this highly customized pool of *devices, you can assign 10 device profiles, 10 applications, or a compliance policy.

*Some restrictions might apply due to the multiplatform nature of this customized device pool. For example, there might be apps you want to assign that do not offer an Android version.

You can assign a smart group two ways.

Assign Smart Group While Creating Device Product

You can assign a smart group when you add or create an application, book, compliance policy, device profile, or product provision.

  1. Complete the Assigned Groups drop-down menu.
  2. Select a smart group from the drop-down menu. Smart groups available are managed only within the organization group (OG) to which the resource is being added, or to a child OG below it.
  3. If no smart group matches the desired assignment criteria, then select the Create a Smart Group option. You can assign more than one smart group per application, book, compliance policy, device profile, or product provision.
  4. Select Save to include the assignment.

Assign Smart Group While Managing the Smart Group

You can also assign a smart group during the process of managing the smart group itself.

  1. View the entire list of smart groups by navigating to Groups & Settings > Groups > Assignment Groups.
  2. Select one or more smart groups you want to assign and select Assign. The Assign page displays. Select the Groups link at the top of the Assign page to display the Groups page. On this page, the organization groups that manage the smart groups are displayed. Return to the Assign page by selecting the Close button.
  3. On the Assign page, use the search box to view the list of eligible products and assign it to the selected smart groups.
  4. Select Next to display the View Device Assignment page and confirm the assignment status.
  5. Select Save & Publish.