Custom compliance policies

Core provides security policies for 10 static definitions to mark a device as non-compliant. These policies have limited customization options, but are a quick and easy way to begin to set up compliance policy rules. The Compliance Policies feature allows administrators to define their own criteria for marking devices non-compliant. They can combine dozens of device and user fields to create non-compliant matching criteria.

Compliance policy rules use the Advanced Search filter criteria to define non-compliant devices. Each compliance policy rule has a filter criteria and an associated compliance action object. Access compliance policies by selecting Policies & Configs > Compliance Policies from the Admin Portal.

Core uses custom device and user attributes to set up compliance policy rule conditions. These settings, listed under Devices & Users > Devices > Advanced Search > User Fields > LDAP > User Account Control in the Admin Portal, are:

  • Account Disabled
  • Locked Out
  • Password Expired

Compliance policies are enforced by Core during device check-in.

The work flow to set up and use compliance policies is:

Assigning compliance roles

The following describes how to assign compliance roles.

Procedure 

  1. Log into the Admin Portal.
  2. Go to Admin > Admins.
  3. Select a user then click Actions > Edit Roles.
  4. Select an Admin Space.
  5. Scroll down the window to the Compliance Policy Management section.

  1. Select one or more of the roles:
    • View compliance policy: Allows the selected user to view rules, groups, lists, and configuration.
    • Modify compliance policy: Allows the selected user to create, edit, and delete rules and groups.
    • Apply and remove compliance policy labels: Allows the selected user to add or remove groups from labels.
  2. Scroll to the Settings and Services Management section.
  3. Select View settings and services.
  4. Click Save.

Managing compliance policy rules

Compliance policy rules are the building blocks in compliance policy groups used to manage device compliance. Administrators create compliance policy groups, add compliance policy rules to the groups, apply the groups to labels pushed to devices. Administrators can create a group with no rules or add compliance policy rules while creating the compliance policy group, if rules have already been created. They can also modify the group, including the name, description, and selected rules. This section describes:

Creating compliance policy rules

A single rule can be in multiple compliance policy groups.

Procedure 

  1. Go to the Admin Portal.
  2. Select Policies & Configs > Compliance Policies.
  3. Click Compliance Policy Rule tab and then click Add+.
  4. Add a unique name in the Rule Name field.
  5. Select the Status to Enabled or Disable.
  6. Enter a description of the rule if desired.

  7. Build a Condition using Advance Search to define non-compliance.

    It is recommended to have one Condition set to include when Mobile@Work last checked in within the last 30 days. See the TIP below.

  8. In the Compliance Actions field, select from the drop-down to use on devices matching the condition.
  9. (Optional) In the Message field, enter text for alerts generated by violations of the policy rule.
    When configuring the message accompanying the compliance action, custom attributes (see Adding custom attributes to users and/or devices) and substitution variables can be inserted into the text. To do this, copy the appropriate variable (see the Substitution variable table) located to the right of the Message field and paste it into the text box. Before sending the message to the device, Core will replace the substitution variable to the actual value of the custom attribute for that device. For example, $FIRST_NAME$ would insert the first name of the target user into the message.
  10. If you don't want the search results to include retired devices, select the Exclude retired devices from search results check box.
  11. Click Save.
TIP: It is recommended to have a Compliance Policy Rule with one condition set to include when Mobile@Work last checked in with Core. This is helpful if you need assurance that Mobile@Work is running on devices (for example, for use in Mobile Threat Defense).

Procedure 

  1. Go to the Admin Portal.
  2. Select Policies & Configs > Compliance Policies.
  3. Click Compliance Policy Rule tab and then click Add+.
  4. Enter ClientLastCheckIn in the Rule Name field.
  5. Enter Condition > All.

  6. Go to Field and type in "Client Last Check-In" or select Common Fields > Client Last Check-In.

    The regular expression is listed below; green check mark indicates regular expression is accepted.

  7. Select within the last in the Value field; enter 30 days in the remaining two fields.

  8. Keep the default setting of Exclude retired devices from search results.

  9. In the Compliance Actions field, select Send Alert from the drop-down.

  10. Click Save.

Substitution variables for compliance policy rules

Table 1. Substitution variables for compliance Policy rules

Category

Substitution variable

Compliance policy rule customized message

The substitution variables are available for use in compliance policy rules for all devices. To use in a compliance action message, copy/paste the variable into the Message field.

•$CN$

•$CONFIG_UUID$

•$DEVICE_CLIENT_ID$

•$DEVICE_ID$

•$DEVICE_IMEI$

•$DEVICE_IMSI$

•$DEVICE_MAC$

•$DEVICE_PIVD_ACTIVATION_LINK$

•$DEVICE_SN$

•$DEVICE_UDID$

•$DEVICE_UUID$

•$DEVICE_UUID_NO_DASHES$

•$DISPLAY_NAME$

•$EMAIL$

•$EMAIL_DOMAIN$

•$EMAIL_LOCAL$

•$FIRST_NAME$

•$GOOGLE_AUTOGEN_PASSWORD$

•$ICCID$

•$LAST_NAME$

•$MI_APPSTORE_URL$

•$MODEL$

•$NULL$

•$OU$

•$PASSWORD$

•$PHONE_NUMBER$

•$RANDOM_16$

•$RANDOM_32$

•$RANDOM_64$

•$REALM$

•$SAM_ACCOUNT_NAME$

•$TIMESTAMP_MS$

•$USERID$

•$USER_CUSTOM1$

•$USER_CUSTOM2$

•$USER_CUSTOM3$

•$USER_CUSTOM4$

•$USER_DN$

•$USER_LOCALE$

•$USER_UPN$

Viewing and modifying compliance policy rules

You can view or modify a compliance policy rule. Viewing a rule requires the View role and modifying a rule requires the Modify role.

You can modify a rule without removing it from an assigned group. For instance, you can change its status from Enabled to Disabled to troubleshoot it. When you modify a rule, the change is applied to all the groups that use the rule.

To view or modify a compliance policy rule:

  1. Go to the Admin Portal.
  2. Select Policies & Configs > Compliance Policies > Compliance Policy Rule.
  3. Select the name of the rule you want to modify and click Edit.
  4. Modify details, as necessary, including disabling the rule.
  5. Click Save.

Deleting compliance policy rules

To delete one or more compliance policy rules:

  1. Go to the Admin Portal.
  2. Select Policies & Configs > Compliance Policies > Compliance Policy Rule.
  3. Select the name of one or more rules to delete.
  4. Click Actions > Delete.

Searching for compliance policy rules

To search for compliance policy rules:

  1. Go to the Admin Portal.
  2. Select Policies & Configs > Compliance Policies > Compliance Policy Rule.
  3. Enter a name in the search field.
  4. Use one of the following filters:
    • All
    • Enabled
    • Disabled
  5. Click Search.

Managing compliance policy groups

Compliance policy groups are applied to devices to manage device compliance. Administrators create compliance policy groups, add compliance policy rules to the groups, apply the group's rules to devices matching the label criteria.

Administrators can create a group with no rules or add compliance policy rules while creating the compliance policy group, if rules have already been created. They can also modify the group, including the name, description, and selected rules. This section describes:

Creating compliance policy groups

You can create a group without adding rules, which can be added later. One rule can be member of multiple groups.The following provides the steps to add one or more compliance policy rules to a compliance policy group.

Procedure 

  1. Go to the Admin Portal.
  2. Select Policies & Configs > Compliance Policies.
  3. Click Compliance Policy Group tab.
  4. Click Add+. The Add Compliance Policy Group page displays.
  5. Enter a unique name in the Group Name field.
  6. Select Enabled in the Status field.
  7. Move one or more rules from Available Rules to the Selected Rules list.
  8. Click Save.

Modifying compliance policy groups

The following provides the steps to modify compliance policy groups.

Procedure 

  1. Go to the Admin Portal.
  2. Select Policies & Configs > Compliance Policies > Compliance Policy Group.
  3. Select the name of the group you want to modify.
  4. Modify details, as necessary, including the name, description, or to enable or disable the group.
  5. Click Save in the Details section.
  6. Click Edit in the Rules section.
  7. Modify rules, as necessary, by adding or removing rules.
  8. Click Save in the Rules section.

Adding compliance policy rules to a group

One rule can be a member of multiple groups. This procedure requires that you have already created one or more rule. See Creating compliance policy rules for details.

To apply a compliance policy rule to a compliance policy group:

  1. Go to the Admin Portal.
  2. Select Policies & Configs > Compliance Policies > Compliance Policy Group.
  3. Double-click the name of the group to which you want to add one or more rules.
  4. Go to the Rules section and click Edit.
  5. Move one or more rules from the Available Rules list to the Selected Rules list.
  6. Click Save in the Rules section.

Applying compliance policy groups to labels

Once a group (and its underlying rules) is assigned to devices, status of the devices are evaluated based on the conditions in the rules for compliance. Compliance Policy rules are evaluated against each device in the following ways:

  • During device check-in
  • Periodically, during the compliance policy check interval. This is set at Policies & Configs > Compliance Actions > Preferences.
  • When a manual Check Compliance is initiated by the administrator. This can be set at Policies & Configs > Compliance Actions > Check Compliance or on the Devices page under Actions.

Procedure 

  1. Go to the Admin Portal.
  2. Select Policies & Configs > Compliance Policies > Compliance Policy Group.
  3. Select the name of the compliance policy group you want to apply to label.
  4. Click Actions > Apply to Labels.
  5. Select one or more of the labels.
  6. Click Apply.

Removing compliance policy groups from labels

Once a group (and its underlying rules) is assigned to devices, status of the devices are evaluated based on the conditions in the rules for compliance. The following describes the steps to apply a compliance policy groups to one or more labels.

Procedure 

  1. Go to the Admin Portal.
  2. Select Policies & Configs > Compliance Policies > Compliance Policy Group.
  3. Select the name of the compliance policy group you want to remove from a label.
  4. Click Actions > Remove from Labels.
  5. De-select one or more of the labels.
  6. Click Apply.
    After the next device check in, these changes will apply.

Deleting compliance policy groups

The following provides the steps to delete one or more compliance policy groups.

Procedure 

  1. Go to the Admin Portal.
  2. Select Policies & Configs > Compliance Policies > Compliance Policy Group.
  3. Select the name of one or more groups to delete.
  4. Click Actions > Delete.

Searching for compliance policy groups

The following provides the steps to search for compliance policy group.

Procedure 

  1. Go to the Admin Portal.
  2. Select Policies & Configs > Compliance Policies > Compliance Policy Group.
  3. Enter a name in the search field.
  4. Use one of the following filters:
    • All
    • Enabled
    • Disabled
  5. Click Search.

Device search fields for compliance rules

This section includes the compliance action objects the compliance policy rules use for device search fields. In addition to the fields listed in the below table, any Custom Device Attributes or Custom User Attributes that were added in Settings > System Settings > Users & Devices > Custom Attributes will also be available for searching.

The following table lists the available objects, including:

  • Common fields
  • Custom fields
  • Android devices
  • iOS devices
  • Windows devices
  • User fields (including LDAP fields)
Table 2. Device search fields for compliance rules

Category

Compliance policy objects

Common

The following search fields are available for use in compliance rules for all devices:
cellular_technology, client_name, client_build_date, client_version, creation_date, current_country_code, current_country_name, country_name, current_operator_name, carrier_short_name, current_phone_number, current_phone_number, data_protection_enabled, data_protection_reasons, device_admin_enabled, device_encrypted, device_is_compromised, eas_last_sync_time, ethernet_mac, home_country_code, home_country_name, home_operatory_name, home_phone_number, imei, imsi, language, last_connected _at, locale, location_last_captured_at, manufacturer, mdm_managed, mdm_tos_accepted, mdm_tos_accepted_date, model, model_name, os_version, owner, pending_device_passcode, pending_device_passcode_expiration_time, platform_name, platform, registration_date, registration_imsi, retired, roaming, security_state, status, uuid, wifi_mac_address

Android

The following search fields are available for use in compliance rules for all Android devices:
admin_activated, attestation, afw_capable, brand, Client_version_code, device_roaming_flag, knox_version, manufacturer_os_version, mdm_enabled, multi-mdm, os_build_number, os_update_status, registration_status, samsung_dm, secure_apps_encryption_enabled, secure_apps_encryption_mode, security_detail, security_patch, usb_debugging, dpm_encryption_status

iOS

The following search fields are available for use in compliance rules for all iOS devices:
BluetoothMAC, BuildVersion, CarrierSettingsVersion, Current MCC, Current MNC, DataRoamingEnabled, data_protection, forceEncryptedBackup, iCloud Backup Is Enabled, iOSBackgroundStatus, iPhone PRODUCT, iPhone VERSION, IsDeviceLocatorServiceEnabled, IsDEPEnrolledDevice, IsDoNotDisturbInEffect, IsMDMLostModeEnabled, IsMDMServiceEnrolledDevice, iTunesStoreAccountIsActive, ProductName, PasscodePresent, PasscodeIsCompliantWithProfiles, PasscodeIsCompliant, Personal Hotspot Enabled, SerialNumber, Supervised, SIM MCC, SIM MNC, Subscriber Carrier Network, Voice Roaming Enabled, osUpdateStatus,

Windows

The following search fields are available for use in compliance rules for all Windows devices:
dm_client_version, wp_firmware_version, wp_hardware_version, wp_os_edition, health_data_issued, health_data_aik_present, health_data_dep_policy, health_data_bit_locker_status, health_data_boot_manager_rev_list_version, health_data_code_integrity_rev_list_version, health_data_secure_boot_enabled, health_data_boot_debugging_enabled, health_data_os_kernel_debugging_enabled, health_data_code_integrity_enabled, health_data_test_signing_enabled, health_data_safe_mode, health_data_win_pe, health_data_elam_driver_loaded, health_data_vsm_enabled, health_data_pcr0, health_data_sbcp_hash,

User

The following search fields are available for use in compliance rules user-related fields, including LDAP:
email_address, user_id, attr_dn, dn, name, locale, principal, upn, account-disabled, locked_out, password_expired, custom1, custom2, custom3, custom4, <dynamically created custom user-attribute field name #1>, <dynamically created custom user-attribute field name #2>, <dynamically created custom user-attribute field name #3>, <dynamically created custom user-attribute field name #4>, <dynamically created user-attribute field names>