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feat: update MDM migration guide with new UX #22128

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merged 17 commits into from
Sep 20, 2024
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jahzielv
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Related issue: #22097

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If some of the following don't apply, delete the relevant line.

  • Changes file added for user-visible changes in changes/, orbit/changes/ or ee/fleetd-chrome/changes.
    See Changes files for more information.
  • Manual QA for all new/changed functionality

@jahzielv jahzielv marked this pull request as ready for review September 16, 2024 22:37
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@noahtalerman noahtalerman left a comment

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Looking good! Found one section that's outdated.

articles/mdm-migration.md Outdated Show resolved Hide resolved
Comment on lines 14 to 46
## FileVault recovery keys

_Available in Fleet Premium_

When migrating from a previous MDM, end users need to restart or logout of their device to escrow FileVault keys to Fleet. The **My device** page in Fleet Desktop will present users with instructions to reset their key.

To start, enforce FileVault disk encryption and escrow recovery keys in Fleet. Learn how [here](https://fleetdm.com/guides/enforce-disk-encryption).

After turning on disk encryption in Fleet, share [these guided instructions](#how-to-turn-on-disk-encryption) with your end users.

## Activation Lock

In Fleet, the [Activation Lock](https://support.apple.com/en-us/HT208987) feature is disabled by default for automatically enrolled (ADE) hosts.

In 2024, Apple added the ability to manage activation lock in Apple Business Manager (ABM). For devices that are owned by the business and available in ABM, you can [turn off activation lock remotely](https://support.apple.com/en-ca/guide/apple-business-manager/axm812df1dd8/web).

If a device is not available in ABM and has Activation Lock enabled, we recommend asking the end user to follow these instructions to disable Activation Lock before migrating the device to Fleet: https://support.apple.com/en-us/HT208987.

This is because if the Activation Lock is enabled, you will need the Activation Lock bypass code to successfully wipe and reuse the Mac.

However, Activation Lock bypass codes can only be retrieved from the Mac up to 30 days after the device is enrolled. This means that when migrating from your old MDM solution, it’s likely that you’ll be unable to retrieve the Activation Lock bypass code.

### How to turn on disk encryption

1. Select the Fleet icon in your menu bar and select **My device**.

![Fleet icon in menu bar](https://raw.githubusercontent.com/fleetdm/fleet/main/website/assets/images/articles/[email protected])

2. On your **My device** page, follow the disk encryption instructions in the yellow banner.
- If you don’t see the yellow banner, select the purple **Refetch** button at the top of the page.
- If you still don't see the yellow banner after a couple minutes or if the **My device** page presents you with an error, please contact your IT administrator.

<img width="1399" alt="My device page - turn on disk encryption" src="https://user-images.githubusercontent.com/5359586/229950451-cfcd2314-a993-48db-aecf-11aac576d297.png">
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Why move these to the top? I think as a reader of the article I want to learn how migration works first. Then I want to learn how migration affects FileVault and other items.

cc @spokanemac

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Only some scrolls/reads to the bottom, and if you don't address FileVault and Activation lock ahead of the move, you'll have a tougher row to hoe. Happy to move it back down @noahtalerman.

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Makes sense. I think up to you @spokanemac

@jahzielv
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remote_management_dialog

noahtalerman
noahtalerman previously approved these changes Sep 20, 2024
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@jahzielv and @spokanemac after Jahziel added the new screenshot, I made some more updates to reduce the language in the guide.

I ended up moving the FileVault and Activation Lock sections to the bottom of the doc. If anyone is prepping for a migration they want to learn how migration works first. I think they'll scan the whole doc before they start a task as big as migration so they won't miss these sections at the bottom.

Let me know what you think! If it looks good let's get the changes merged in 🚀

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@jahzielv
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@noahtalerman a few tiny typo/grammar things, otherwise LGTM!

Co-authored-by: Jahziel Villasana-Espinoza <[email protected]>
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LGTM after a few grammar tweaks.

@jahzielv
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@noahtalerman @spokanemac looks like we're gtg, shall I merge?

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@jahzielv go for it!

@jahzielv jahzielv merged commit 84473c2 into main Sep 20, 2024
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@jahzielv jahzielv deleted the 22097-mdm-migration-guide branch September 20, 2024 19:39
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