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User Guide: Playbook MDM

Overview

BlueFletch's Playbook MDM is designed for rugged Android devices and provides the ability to manage, configure, and update fleets of devices from the BlueFletch web Portal. Within the Portal, the Playbook MDM tab contains the features Playbooks, Plays, Devices and Deployment Groups.

Plays are specific commands that can be deployed to one or more devices to prompt actions such as downloading files or installing applications. For more information, read the Plays documentation.

Playbooks are groups of plays compiled and maintained on the Portal in the Playbooks subtab. The Playbook Agent application uses a playbook designated for a group of devices to keep those devices compliant. For more details, see below.

Deployment groups are clusters of devices that all have the same playbook. A deployment group could represent any cohesive unit with a need for the same applications and settings on all its devices - for example, a corporate region or a single store. For further documentation, read Deployment Groups.

Devices from across the various deployment groups in an organization can be managed from the Devices subtab. From here, individual devices can be moved between deployment groups or be directly manipulated by forcing a sync or pulling log files. A complete guide is available in the Devices documentation.

Playbooks

A playbook consists of a group of plays and one or more deployment groups of assigned devices. Within the Playbooks subtab, a user with management permissions can select the options on a given playbook to view the list of plays, edit which deployment groups or plays are assigned, make a copy of the playbook, or delete the playbook. A New Playbook button is also available to add a new playbook.

Playbook

Create New Playbook

  1. Press the New Playbook button to open the New Playbook editor page.

  2. Enter content in the Name field. This is the only field required to save the playbook.

    New Playbook - Name

  3. Select a deployment group by pressing the New Add Deployment Group button, selecting a deployment group from the list, and pressing Add. The playbook will need to be associated with at least one deployment group in order to be provisioned on devices, but linking them can also be done when creating or editing the deployment groups.

    New Playbook - Deployment Groups

  4. To add plays, press Add Play, select a play and press Add. Plays must be added individually.

    New Playbook - Plays

  5. To adjust the order of the plays, select one of the plays' 3-lined buttons to drag it to another spot in the list. The order of the plays is the order they will run on the device.

    New Playbook - Move Play

  6. Plays can be removed from the playbook by pressing the trashcan icon.

  7. Once the setup is complete, press Save.

Manage Playbooks

  1. Press Edit on a playbook's card to open the Editing Playbook editor page. From here the playbook's Name, Deployment Group, and Plays properties can be changed. Saving a change increments the playbook's version number by one.

    Edit Playbook

  2. Press Copy on a playbook's card to duplicate the playbook and its plays (but not deployment group) with the name "Copy of [name of original playbook]". Confirm intention to copy in a pop-up alert box.

  3. Press Delete on a playbook's card to delete the playbook. Confirm intention to delete in a pop-up alert box.

    Delete Playbook