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July 2009

Getting Started with System Center Mobile Device Manager

Take control of your mobile-device fleet
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Deploying SCMDM
The process of deploying SCMDM is slightly different from that of Microsoft’s other enterprise products. Longstanding products such as Exchange automatically perform many necessary preparation steps, but SCMDM requires both more manual action on your part and a greater degree of knowledge about what the installation operations involve. The basic steps for deploying MDM are as follows:
  1. Prepare your company’s AD implementation by adding the objects and templates that SCMDM uses.
  2. Install and configure the MDM Enrollment Server so that devices can be enrolled.
  3. Install and configure the MDM Device Management Server.
  4. Install and configure the MDM Gateway Server.
  5. Install the MDM Self Service Portal, an optional component that lets users perform certain device-management activities.
Preparing AD
As you might expect, the first step in an SCMDM deployment is preparing AD to support mobile-device integration. To do this, you must run the ADConfig (adconfig.exe) tool—provided as part of the SCMDM installation bits—with its /createinstance switch. You must specify the instance name that SCMDM will use. Bear in mind that you can't change the instance name later (although you can change the friendly instance name, which is what users see), so be careful to pick a name that suits your requirements. You’ll typically create a single instance in the root domain of the forest. However, every domain that will contain Windows Mobile devices has to either have its own instance or be linked to an existing instance, which you can accomplish with the ADConfig /enableinstance command.

Next, you must create and enable certificate templates, again using ADConfig, this time with the /createTemplates and /enableTemplates switches. These steps ensure that your enterprise certificate authorities (CAs) will have the templates necessary to automatically enroll mobile devices and issue certificates to them.

You must also grant users permission to manage the MDM servers themselves by adding the appropriate accounts to the four groups that the SCMDM installation process creates. The primary group that you’ll use for SCMDM administration is the MDM Server Administrators group. There are separate groups for device administrators, device-support technicians, Help desk operators, and users who can see (but not change) SCMDM configurations. The simplest way to manage these groups is to add your SCMDM administrators to the MDM Security Administrators group; members of this group can add or remove members in each of the other MDM groups. Once that’s done, the designated security administrators can set up the other group memberships as necessary. The domain’s Domain Admins group is automatically added to the MDM Security Administrators and MDM Server Administrators groups.

Because SCMDM will join enrolled mobile devices to the domain, the SCMDM installation creates a new, separate organizational unit (OU)—SCMDM Managed Devices—for mobile devices. You can create additional OUs if you want, or you can just leave this OU alone. However, if you create additional OUs, you’ll need to delegate to the SCMDMEnrollmentServers group the permission to create and delete device accounts on the new OUs so that enrollment servers can properly enroll and disenroll devices.

Installing the Enrollment and Management Servers
Once you’ve prepared your AD environment, the next step is to install the enrollment and management servers. This is a straightforward process, as long as you’ve put in place two prerequisite elements: a Microsoft SQL Server database instance that the enrollment server and device management server can use to store data about managed devices, and access to a CA that can issue certificates upon request from the enrollment server (for new devices) or for the servers themselves. If you have (or set up) a Windows Certificate Services CA on a server in your organization, the enrollment server can automatically issue certificates to new devices. If not, users might still manually request certificates for their devices, but this detracts somewhat from the inherent value of SCMDM.

You’ll also need to specify two fully qualified domain names (FQDNs): one that external users will use to attach to the enrollment server and one for internal connections. These can be the same or different. However, Microsoft’s documentation warns that you must enter the FQDN of any load-balancing device that you use, or plan to use, so that issued certificates will have the correct machine names.

Installing the Administrative Tools
Like Exchange, SCMDM has a suite of administrative tools based on the Microsoft Management Console (MMC) that you can install on any machine in your domain (although you can't use the Group Policy Management Console (GPMC) on 64-bit systems or on Windows Vista SP1). The tools installed include Group Policy Extensions, a management console for SCMDM software distribution, and the SCMDM console itself. You can also manage SCMDM through PowerShell; in fact, many of the configuration tasks you’ll need to perform on the gateway server will require you to use the MDM Shell, which is analogous to the Exchange Management Shell.

Installing the Gateway Server
The gateway server is probably the most complicated component of the entire SCMDM package. Think of it as similar in function to ISA Server, which is itself a pretty complicated product to set up. As with ISA Server computers, the MDM Gateway Server isn’t usually domain-joined, so you’ll have to manually request a certificate for it, then install the certificate (and CA chain) on the machine. You must also export a gateway configuration file, which contains information about the device-management and enrollment servers. During the actual gateway-setup process, you’ll provide this file so that the new gateway server can be configured to route traffic to the appropriate device-management and enrollment servers. Finally, you must register the gateway with the other servers by using the Add MDM Gateway wizard in the SCMDM console.

Because the overall process of installing and configuring the gateway is fairly involved, I don’t have space to include it here. For a full step-by-step guide, see the Microsoft article "Installing MDM Gateway Server".

Testing Your Deployment
Once you’ve got these components installed, you'll want to try them out! The simplest way to do this is to enroll a Windows Mobile device. To do so, you’ll need a device running Windows Mobile 6.1. (Earlier versions of Windows Mobile don’t include the SCMDM client software.)

Behind the scenes, device enrollment is fairly complicated: The new device must establish an SSL connection to the enrollment server so that it can get the correct set of certificates; then, it establishes a replacement SSL connection using the new certificates so that the enrollment server’s identity can be validated, too. At that point, the device sends a certificate request to the enrollment server, which creates a machine account for the device in AD and forwards the certificate request to the CA. The issued certificate is returned to the device, which installs it, then disconnects from the enrollment server. Fortunately, neither the administrator nor the device users have to perform all these steps manually.

Enrollment is actually a two-step process. First, the administrator must use the MDM management console to create a pre-enrollment request. This step binds an AD user with a particular device, and it also generates an enrollment ID and a one-time password that must be given to the device user. Once the pre-enrollment request is created, the user creates a new connection using the device's Domain Enroll option, entering the enrollment ID and password when prompted. Those credentials provide enough information to jump-start the enrollment process; once it’s completed, you can verify that the device has been enrolled by looking for it in the All Managed Devices container in the MDM management console.

Virtual SCMDM
SCMDM is clearly aimed at enterprise customers who want to bring their mobile devices under the same kinds of management control that they apply to desktop and laptop PCs and servers. Given the increasing capability of mobile devices, for many organizations the benefits of better mobile-device management and control will outweigh the additional cost and complexity of an MDM deployment.

If you want to experiment with MDM, Microsoft has kindly provided the "TechNet Virtual Lab: Using System Center Mobile Device Manager 2008 Features". When you visit that page and register, a clean lab environment will be automatically built, and you’ll have full access to it for 90 minutes. You can also download evaluation versions of the software to test it in your environment.

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