🔄 OES Phone Migration: From An Unmanaged To A Managed Device
You’re switching from an ‘unmanaged’ phone to a ‘managed’ one. You might ask, what does that mean? Great question.
A managed device is one that TechOps can secure and support. It’s protected against threats, has the right settings, and only the apps you actually need.
Your new phone:
Is faster to set up
Comes preloaded with the right apps (and none of the junk)
Can be locked or wiped remotely if lost or stolen
In short: safer for customer data and easier for you. You’ll have the same access as before, just more secure.
Part 1: Set up your new phone
If you run into any problems along the way, try rebooting your phone and following the instructions again. If the issue persists, contact our tech support team in Slack at #oes-device-migration-help
You can also email us at MDMSupport@atech.cloud – we're here to help 😀
1. Power up your phone and connect to wifi
Turn on your phone and follow the setup instructions until you reach the "Choose a Wi-Fi network" screen.
❗️Choose "Set up manually" if prompted to use another device for setup.Connect to a stable Wi-Fi connection (you won't be able to proceed using your SIM card's cellular data.)
⚠️ Note: If no Wi-Fi network is available, you can use your personal phone's hotspot or mobile data, but a dedicated Wi-Fi network is strongly recommended.
2. Go through data and privacy
After you’ve connected to Wifi, you’ll see a message saying “This device belongs to your organisation.” Please take good care of it, and remember to return it if you decide to sail to new horizons.
🔒 Privacy Note: As a company device, we can access your phone to install apps and manage permissions, but don’t worry: we’re not spying on you!
- Follow the on-screen prompts, including accepting Google services (location data, diagnostics data, etc.)
📌 Important: If you don't see the screen about the device being organisationally owned, contact us immediately. Your device may not be properly registered.
3. Install work apps and sign in with Okta
Follow the onscreen instructions:
Set a screen lock with a 6-digit pin.
Tap on “Install work apps” to download them automatically.
Sign in with Okta using your Okta email address and password: You should have received an email to activate your Okta account and set your password. If you can't remember it or you're getting an "Unable to sign in" error, you'll need to request a reset. Contact Atech, or your onboarder for assistance.
📌 Important: When signing into Okta, DO NOT press the "Sign in with Okta FastPass" button. If you accidentally press it, you'll need to restart your phone and try again (to restart the phone, press the side/power button and volume down button together).
Once you’ve signed in, the phone will take you to the home screen. Voilà!
⚠️ Note: If you get stuck on the purple "Configuration in progress..." screen, please reach out to Atech. They may need to forcefully move your device into the correct policy. This can happen if you're on a poor network connection.
4. Sign into Google Chrome and set up Sync
❗️This step is crucial and should be done early in the process.
⚠️ Note: At Octopus we’re a Google-first company, which means that if there’s a Google product available for a given function (Like email, calendar or calls), we’ll be using it.
- Open Chrome and select “add account to device”
- Use your Okta username and password to sign in.
- Follow the steps to set up Google Chrome Sync. This means that all your passwords, history and bookmarks will be backed up, so if you ever change device, it can be easily restored.
Part 2: Set up Okta Verify on your new phone
On your old phone, open Okta Verify
Tap on your account, scroll down and tap Add account to another device
Authenticate with Touch ID or password to generate a code
Now, go to your new phone and open the Okta Verify app
Click Add account from another device
Allow bluetooth
Click Scan QR code
Allow Okta Verify to access your camera and scan the QR code from your old phone
Wait for it to connect then, on your new phone, enter the pin displayed on your old phone
On your new phone, click got it, and allow notifications
Enable screen lock confirmation
Done!
Having Issues? Check out this troubleshooting guide 🔧
Need Help?
Pop your question in the slack channel #oes-device-migration-help, or email MDMSupport@atech.cloud and our support team will be happy to assist.
For urgent matters that can’t wait for a response in the Slack channel, please contact the support team Atech directly on tel. 02034 888 791
Not sure what to do with your old device? Reach out to Atech who will provide you with a shipping return box to send back your device free of charge.