Create compliance policy

  1. On the menu sidebar, under CONFIGURE, click Compliance policies.
  2. On the Compliance policies page, click Create compliance policy, and then select the template the policy will be based on:
    • Default template: A selection of compliance rules, with no actions defined.
    • PCI template, HIPAA template: Compliance rules and actions based on the HIPAA and the PCI DSS security standard, respectively.
    Your choice of template doesn’t restrict your subsequent configuration options.
  3. Enter a name and, optionally, a description for the compliance policy.
Repeat the following steps for all required platforms.
  1. Make sure that the Enable platform check box on each tab is selected.
    If this check box is not selected, devices of that platform are not checked for compliance.
  2. Under Rule, configure the compliance rules for the particular platform.

    For a description of the available rules for each device type, click Help in the page header.

    Note Each compliance rule has a fixed severity level (high, medium, low) that is depicted by a blue icon. The severity helps you to assess the importance of each rule and the actions you should implement when it is violated.
    Note For devices where Sophos Mobile manages the Sophos container instead of the whole device, only a subset of compliance rules is applicable. In Highlight rules, select a management type to highlight the rules that are relevant.
  3. Under If rule is violated, define the actions that will be taken when a rule is violated:
    Deny email Forbid email access.

    This action can only be taken if you have configured a connection to the standalone EAS proxy. See Configure a connection to the standalone EAS proxy server.

    This action is only available for Android, iOS, Windows and Windows Mobile devices.

    Lock container Disable the Sophos Secure Workspace and Secure Email apps. This affects document, email and web access that is managed by these apps.

    This action can only be taken when you have activated a Mobile Advanced license.

    This action is only available for Android devices, iPhones, and iPads.

    Set health

    Select the health status (Red, Yellow, Green) the device gets if it violates this rule. If the device violates more than one rule, it gets its health status from the rule that’s associated with the worst health.

    Sophos Mobile reports the health status to Sophos Wireless. Depending on your Sophos Wireless configuration, network access is restricted.

    This action is available for Android devices, iPhones, and iPads if you’ve turned on Synchronized Security.

    Create alert Trigger an alert.

    The alerts are displayed on the Alerts page of Sophos Central Admin.

    Transfer task bundle Transfer a specific task bundle to the device.

    We recommend that you set this to None at this stage. For further information, see the Sophos Mobile administrator help.

    Caution When used incorrectly, task bundles may misconfigure or even wipe devices. To assign the correct task bundles to compliance rules, an in-depth knowledge of the system is required.
    Note When an Android Enterprise fully managed device becomes non-compliant, all apps are disabled.
  4. When you have made the settings for all required platforms, click Save to save the compliance policy under the name that you specified.
To make use of a compliance policy, you assign it to a device group. This is described in the next section.