Devices

Use Devices to onboard, register, organize, and monitor devices in Device Management.

Use it as the starting point for the main device workflows.

Before you start

Before you onboard or register a device, confirm that:

• your role includes permission to add or manage devices
• the device can reach the Device Management server
• the device belongs to the correct tenant, hierarchy, or group context

Prepare these device details when available:

• serial number
• device ID
• model
• network or deployment context needed for placement and registration

Choose the first device task

• Create or import a record — use Onboard a device.
• Resolve first-contact issues — use Registering the device.
• Review an existing device — use View devices.

Device workflow

Device setup usually follows this flow:

1. Onboard the device record in Device Management.
2. Register the device when it first contacts the server.
3. View and manage the device after it becomes active.
4. Organize the device by hierarchy or group.
5. Monitor device health, history, and lifecycle details.

Understand the setup flow

Onboarding

Onboarding adds the device record to Device Management.

Use it when you need to:

• add one device manually
• import many devices in one batch
• prepare devices before first contact with the server

Start with Onboard a device.

Choose the onboarding path in this order:

1. decide whether you are onboarding one device or many
2. decide whether the record must exist before first contact
3. choose manual add, bulk import, or auto-registration

Then use:

• Add devices
• Add a single device
• Bulk import devices

Registration

Registration happens when the device connects to the server for the first time.

During registration, the platform exchanges device details and establishes the device in the estate. A successful registration moves the device into an active state.

If a device does not register, check that it was onboarded correctly, can reach the server, and is assigned to the expected network or hierarchy context. Then review Registering the device and Device heartbeats.

See:

• Registering the device
• Device heartbeats
• Device life cycle

Verify registration before you continue:

• the device record exists
• the device is placed in the expected hierarchy
• the device status becomes Active

Do not schedule a rollout until these checks pass.

Common device tasks

View and manage devices

Use the device list to search for devices and perform common actions. Confirm the selected tenant or hierarchy before a bulk action.

• clone a device
• delete a device
• export device data
• change device status
• assign devices to groups
• move devices between hierarchies

Use:

• View devices
• Device details

Organize devices

Use hierarchies and groups to control ownership, visibility, and bulk management.

• Manage hierarchies and groups
• Hierarchies
• Manage groups

Monitor device health and lifecycle

Use device health, tracking, and activity views to understand current state and recent issues.

• Active lifecycle and key indicators
• Alerts and notifications

Next steps

• Use Onboard a device to choose an onboarding method.
• Use Add devices to add one device or many devices.
• Use View devices to search, filter, and manage existing devices.
• Use Device details to inspect one device in detail.
• Use Active lifecycle and key indicators to review health, sync, and tracking data.

Result

After onboarding and registration, the device is searchable, correctly placed, and ready for management or rollout work.