Getting Started with Workspace ONE

It's important before purchasing any IT product to try it out. Workspace ONE offers a 30-day trial to test the product prior to buying. However due to its expansive nature, it's important to focus on the important pieces instead of trying to boil the ocean, so to speak. This guide aims to not only set some expectations, but also give some technical knowledge/guidance on accomplishing the beginning pieces of a Workspace ONE trial and set a flow of the trial (at least from an EUC SE perspective). Note this guide aims to only discuss the basic concepts to get up and running on a trial. For more in-depth content or advanced use cases, see the other pages on this site or contact your VMware representative for further support. 

Walk Before you Run 

As I mentioned before, don't try to boil the ocean. Think about what is most important for you to test out about Workspace ONE. Is it management of MacOS or Windows devices? Is it pushing out public app store applications to iOS and Android devices? Is it pushing out Workspace ONE Launcher for frontline Android devices? As a rule of thumb, test the specific pieces that are core to your requirements first using the basics. Push off the more advanced configuration - Google Workspaces integration, single sign on, automatic/zero touch provisioning of devices, etc - until later on. Workspace ONE can certainly accomplish these things, but it is multitudes easier to accomplish these things having the basics down first. I'll structure this document using this methodology, as you'll see below.

The Methods of Trialing Workspace ONE 

There are two methods of trying Workspace ONE - either through TestDrive, or through a trial obtained from the Workspace ONE site. Below are some of their advantages/disadvantages, as the two are not the same - 

Workspace ONE Trial

Pros-

Cons-


TestDrive

Pros-

Cons-

Getting Started with TestDrive

Starting testing of Workspace ONE with TestDrive is fairly straight forward. Once you've been sent an invitation, you sign in and either login to the RTU environment (with your same TestDrive credentials) or you go to the "Sandbox Experiences" tab to spin up your sandbox UEM tenant. Note that it will provide you your administrator credentials. This are sync'd at time of provisioning of environment, but may change/expire down the road, and will not remain sync'd with the TD console indefinitely. You will still need to create an enrollment user account (UEM administrator accounts, and UEM enrollment/user accounts are fundamentally different and are not interchangeable), which I'll go into later down the page. Skip the below section on "Getting Started with a Trial". 

Getting Started with a Workspace ONE Trial

Spinning up the trial for Workspace ONE is fairly straight forward, fill out a form, and receive an email to get started. I do want to give some words of caution, however, and provide some guidance on starting the trial to ensure no hiccups occur with provisioning. My first word of caution: time the start of the trial with your specified timeline. You'll have 30 days to test the product from the time you fill out the form (as this is when the environment is provisioned). I'd also consider reaching out to a VMware representative (and speaking to a VMware EUC Specialist) prior to starting the trial. I'm a very hands-on IT person, but it's good to have the support and resources available ahead of time in case you have any questions. 

The first step to get started with the trial, you can simply fill out this form

Next, you'll get two emails: one with your "SID" (this is the unique identifer for your trial, and you'll need it if you want to flip this trial into production) - while not important now, keep the email handy. The second email will have a blue "Get Started" button on it. Do not click this button yet. The button is tokenized (will only let you click it once), and as a best practice I'd encourage you to do the following steps below prior to using the "Get Started" button on the email. 

I'd encourage you to do the following to onboard into VMware Cloud Services (which is what you will access the trial through) and to initialize your trial - 

A couple other tips to mention while we are on the topic of VMware Cloud Services - 

Prerequisites for Management of Devices 

To get started, there are a couple pre-requisites to manage all platforms. In addition, there may be requirements for specific platform management. For instance, we would need to enable Apple Push Notification Services for management of iOS/MacOS, Android Enterprise for management of Android. See the below topics for coverage of both general and platform-specific pre-requisites. You can skip the headers for the platforms that are not in scope for testing in the trial.

General Pre-Requisites 

To get started, we need a few foundational things in place as part of enrollment - namely an enrollment account (username/password to enroll a device) and the server URL and group ID (where to enroll the device to). Note that this isn't going to be the process for a production environment - you can leverage email auto-discovery and Single-Sign On with an Identity Provider of choice. But again, we want to start small. 

Server URL and Group ID

In the UEM console, we will need to notate the Server URL and Group ID. This can be found in the UEM console. The server URL is the first part of the URL you are seeing - usually cn1688.awmdm.com, cn1784.awmdm.com, cn1380.awmdm.com, and so on. The group ID can be found by hovering over your SID (or the text) in the white box next to the Workspace ONE UEM logo.

More information on identifying the Group ID of your Workspace ONE tenant can be found here. 

Create an Enrollment User 

Next, we will need to create a basic user account in Workspace ONE UEM. In the UEM console, go to Accounts - Users - List View. Then click Add and then Add User.

In the next window, enter the details for the user account. All you will need to remember from here is the username and password. Note, if the email address you input is valid, the email will receive a user activation email with information on how to enroll the device, and a link to reset the password from the default. When finished, click Save. (Note: you don't need to "Add Device" at this moment, devices will automatically come into the console when enrolled) 

Now you should have all the information you need to enroll - server URL, group ID, and enrollment credentials. If you are planning to enroll MacOS, iOS, or Android, see the below headers. If you are planning on enrolling other platforms (Windows, Linux) then you can proceed to enrollment. 

MacOS and iOS

For MacOS and iOS, we need to setup Apple Push Notification Services. This will allow us to issue management commands against those platforms. This process is fairly straight forward to complete. The only thing to keep in mind is to use an Apple ID that is agnostic of the individual. That is, use an Apple ID that is shared across the IT organization so that if someone leaves the organization, you do not lose access to the Apple ID.  This video from VMware EUC does a fantastic job of walking through the process. The document version of the video can be found here

Android

With Android, we need to register with Android EMM which will allow Workspace ONE access to the Android management API's. How this is implemented, however, can depend on two options and thus presents us a fork in the road: Managed Google Play Account, or Managed Google Domain. Generally speaking, the former is for non-Google Workspaces (formerly G-Suite) organizations, while the latter is for Google Workspaces organizations. 

Managed Google Play Account: 

Managed Google Domain:

For the reasons above, in a trial, I would recommend the "Managed Google Play Account" method of EMM registration. VMware EUC has a good video on how this is setup here, and the document version here

If you would like to try the Managed Google Domain registration method, see this VMware Docs page for information on setting this up. 

Getting Started with Management of Devices 

Now that we have finished the above pre-requisites, we can get started with enrolling and pushing profiles/applications to devices. 

Enrollment

Regardless of the device platform, on the endpoint, go to https://getwsone.com to download the Intelligent Hub agent. Install it, and it should prompt for the server URL, group ID, username and password we created earlier. Follow the process and your device should be enrolled into your UEM tenant and visible in Devices - List View. For mobile platforms, you can also simply download the Intelligent Hub application from the applicable app store. 

Profiles

Profiles are the method in which we push configuration to the device (whether it be a restriction to lock down the device or configuration to set up email/VPN access, for instance). The way we push profiles to the device is by going to Resources - Profiles and Baselines - Profiles, and clicking on Add - Add Profile 

On the next screen, we can see all of the platforms that we can push a profile to 

Once you select the platform, you may be asked whether you want to push a device or user profile. Generally, we will push a device profile (as the name implies, it affects the entire device as opposed to just a specific user) unless we have a specific need for a user profile (ex. SCEP profile for user identity certificate). 

Next, to create a profile, we need to give it a name and assign it to a smart group (which is a dynamic grouping of devices). In this example, I selected all corporate dedicated devices. As more corporate devices enroll, they will automatically populate this group. The enrollment flow (default ownership, prompt for user to select ownership or input asset tag, etc) can be changed later. As a best practice, keep each profile to only one payload. So one profile for encryption, one profile for VPN, one profile for restrictions, so on. Select the payload on the left side to configure with your chosen settings. Once you're done with configuring a profile, click save and publish. Rinse and repeat for each profile/configuration desired for the applicable platforms. 

Applications

Workspace ONE can push both internal apps (those that you upload - think pkg, dmg for MacOS; exe, zip, msi, appx, msix for Windows) and public apps (sourced from the app store). We can add applications by going to Resources - Apps - Native, and selecting the appropriate tab. 

For native (uploaded) applications, you can click Add - From Application file to upload a file. Note that applications distributed via this means need to be able to be deployed silently. 

For Public (App Store) apps, the apps themselves (and updating of those apps) come from their respective App Store. Deploying them out is super easy - click Add Application, type the name of the app and then select the app store, and add it to your app catalog. 

When you add applications to the catalog (either after they are imported or by selecting the radio button next to the app and click on the "Assign" button), you'll see a window like the below to assign the app to devices. The idea here is you've added (or allowed) the application to be a part of your catalog, but now you need to actually assign it to devices. You'll need to give it a name and assign it to a smart group like we did earlier with profiles. There is then an option to assign the app to be auto or on-demand This will affect whether the app lands on the device automatically or whether it will be available via the Intelligent Hub app catalog for users to have installed on their device on-demand. 

Next, check out the Restrictions page on the left. This can have the option to "Make App MDM Managed if User Installed" (for applicable platforms/enrollment models), so that even though the user may have 7-Zip installed (in this example), we will still take MDM control of it and remove the app if the device were to be unenrolled later on. 

When finished, click save, and then click publish. The application should land on the device shortly. Rinse and repeat for all of the desired applications. 


Like mentioned earlier, this guide's purpose is to help get started with Workspace ONE. If you're looking for additional information on integrations and in-depth configurations, please see some of the other pages of this site (or other sites that EUC SE's have published). I'd also always encourage reaching out to your VMware EUC Specialist for formal assistance in a proof of concept, or for answers to any questions. 

Handy Resources