Assigning a File Sync Policy

About this task

Assign file sync policies to your device(s), device group(s) or devices in use by specific users, to synchronize their files with SOTI MobiControl as configured in the policy.

The Assign dialog for a file sync policy

Procedure

  1. If you created the policy earlier and are returning to assign it:
    1. Select Policies > File Sync.
    2. Right-click a policy's name and select Assign. The Assign window opens.
  2. On the Devices tab, select the device(s) or device group(s) you want to apply the file sync policy to.
  3. Navigate to the Users tab to choose one or more directory service or identity provider (IdP) groups to decide which devices receive the file sync policy. Specify devices from a directory service or IdP group to include in, or exclude from, the policy assignment.
  4. Navigate to the Filters tab to refine the criteria determining which devices receive the policy. For example, if you filter by a specific OS version, you can select between device types within a device family, such as desktops and tablets. Other examples are filters based on a particular device manufacturer or the starting value of a device name. The list of available filters varies based on the device family.
    Note: The filter criteria utilize the same logic as the search function in the Devices view. You can create filters using a limited set of device and extended properties. Assignment filters can be saved across profiles and policies. You can also view, manage, modify, or delete saved filters.

    To save a filter, create your query and select Save. Ensure that you have the Manage Saved Assignment Filter and View Saved Assignment Filter permissions. When deleting assignment filters, you must first remove them from any profiles or policies that are using them.

  5. Select Assign.

Results

The file sync policy applies to your device selection.