Enroll a device | Managing Devices - Admin Guide

Enroll a device

Prerequisites 

Roles required to perform this action:
  1. Organization owner
  2. Organization admin

To enroll a device:

  1. Log in to Zoho One.
  2. Click Directory in the left menu. Go to Device Management, then click Device Authentication.
  3. Click Get Started.

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  4. Follow the steps displayed for downloading and installing Zoho One agent according to the type of operating system you use.
  5. To add more devices, click Enroll Device in the top-right.

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Prerequisites for agent installation:   

For macOS: 

  1. Make sure you have admin credentials.
  2. The device you're attempting to enroll must not be bound to Active Directory.
  3. The device must support any of the versions specified on the enrollment page.
  4. You need admin privileges with secure token access. Also, an Active Directory-bound mobile account must be converted to a local account before installing the agent. Make sure you enable full disk access for the agent to be downloaded. This can only be done through an admin account.

For Linux:

  1. Make sure you have admin credentials.
  2. The device you're attempting to enroll must not be bound to Active Directory.
  3. The device must support any of the versions specified on the enrollment page.
  4. The package libnotify_bin has to be installed. 

For Windows:

  1. Make sure you have admin credentials.
  2. The device you're attempting to enroll must not be bound to Active Directory.
  3. The device must support any of the versions specified on the enrollment page.
  4. Make sure you install the latest version of Visual Studio Redistributable on the device to be enrolled. You can download it from this site.
  5. In Group Policy Editor, the following policies must be disabled.
    1. Interactive logon: Don't display last signed-in
    2. Interactive logon: Require Windows Hello for Business or smart card
PathEdit group policy → Computer configuration → Windows settings → Security settings → Local policies → Security options → Interactive logon policies
  1. A Microsoft Outlook account cannot be used as a local account while assigning a user.

Steps for installation

For macOS:

  1. Copy the Installation Key and click Download Agent. Once the download is complete, install the agent by following the on-screen prompts.
  2. Extract the downloaded zip file and double click the .pkg file, the ZD agent installation window pops up.
  3. The installation window prompts for an "Installation Key". Enter the key in the dialog box and continue.
  4. This key can be obtained from the Device Management panel under the macOS section.

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  5. Installation window pops up to enter your secure token-enabled admin local account credentials. Grant Full Disk access to "zagent-one" in System Settings when prompted.

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  6. Once the agent installation is successful, the device should be available and manageable in the Device Management panel.

For Linux:

  1. Switch to the Linux enrollment page. Copy both the Installation Key and the Linux agent Installation Script.
  2. Open the terminal on the device in which you want to install the Linux agent.
  3. Enter the copied Linux agent installation script. A message asking for your login password to verify the installation will appear. Type in the password.
  4. When prompted, enter the Installation Key.

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For Windows:

  1. Click Download Agent. Once the download is complete, extract the corresponding zip file at its location. Note, if the file extraction is not done properly at the appropriate location, agent installation will end up unsuccessful.
  2. Double-click the One-Windows-Agent.msi file and install the agent by following the on-screen prompts.
  3. The device is enrolled once agent installation is complete. You can find the name of the enrolled device listed in the Device Management tab.
There's no involvement of any installation keys here, unlike the other two platforms mentioned above.

If you do not see desktop alerts even after device authentication is complete, refer to the troubleshooting help article linked here.

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