Setting up a SAMH Phone with Intune v1.0

These instructions will take you through the process of setting up your phone.  There are a lot of stages but it won’t take very long and each stage is quite simple.

So turn the phone on…

1. The first screen is just a hello and welcome screen, tap the blue “Start” button at the bottom of the screen.   Note that this button may be labelled in a foreign language but it’s the same button.
2. Choose the language that you’d like to use – normally this would be “English (United Kingdom), tap “Next”
3. The next screen is “for your review” screen asks you to accept end user agreements.  You must select at least the “I agree to Ed User Licence Agreement”.  Leave the other options un-selected and tap “Agree”.
4. The next screen asks if you want to copy information from another device.   Please don’t do this as it won’t work!  
5. Your phone may now need to restart to update some settings.
6. You will be told that the phone is protected by Knox Cloud Service.  If you have an active SIM card in the phone you can continue, otherwise you will need to connect to a wireless network.  In all SAMH services there is a wireless network called “SAMH”.  Tap the network, enter the password then “Connect”.
7. The phone will then check for updates and update itself.
8. The next screen is titled “Set up your phone”, it’s just giving you more information about what’s happening and what data will be used.  Tap “Continue”
9. You will now be told that the device isn’t private.   This is because it’s a work phone and the management system for the phone can access some activity and data on it.   Tap “Next”.
10. Again, the phone will say “Updating device”
11. You will now get a “Welcome to Chrome” screen.   You can just tap “Accept & continue”.  If you would like to, you can uncheck the “help make Chrome better” box if it’s there and tap on the option to “Use without an account”.
12. You will now need to sign in with your SAMH user account.  This is the same as you use elsewhere.  Put your email address (always a samh.org.uk address) on the line under “Sign in” and tap “Next”.  
13. Enter your SAMH password and tap “Sign in”
14. Note that you will be required to enter a code that will be sent to your multi-factor device.  You will now need to verify your identity using a two-factor authentication method.  Tap your preferred option.  If it’s to get a code by text, type in the number when you receive it and tap “Verify” (you will also be asked to do this again later in the process)

 If you have not previously set up multi-factor authentication you will be told that there is “More information required”, tap “Next”.  

1. The screen now says “Keep your account secure”, you will be asked to add a phone number where you can receive a text or a call to prove that it is you that is accessing SAMH systems.  Change the country to UK and then enter your phone number.
2. Choose whether you want a text or a call and tap next
3. If you asked for a text type the code into the phone now.  Then tap “Next” and “Done”.  You have now set up multi-factor authentication.  
4. If you need to change the phone number that you use for multi-factor authentication, contact IT and they can update it.
5. Again, the device will say that it’s updating.  
6. The next screen is titled “Your work checklist”.   You will need to add a screen lock to keep your phone safe.  Tap on “Set up”, choose the type of screen lock you’d like and enter it a couple of times to set it.
7.  Next the phone will start installing the apps that the phone needs.  Tap on the blue word “Install”.  Then on the next screen wait until it completes and then tap the word “Done” when it appears at the bottom right.  The phone will now take you back to the “Your work checklist” page and show that “Install work apps” is complete with a green tick.  
8. In the section titled “Register your device” tap “Set up”
9. You will now get a blue screen called “Intune”.   Tap the white “Sign in” button
10. This is where you will need to log in again.   It may only ask for your SAMH password this time so type that in.  You’ll need to verify that it’s you again so type in the code (if that’s the method you’ve chosen for multi-factor authentication) and tap “Verify”
11. The device now says “Help us keep your device secure”, sounds like a good idea, so tap the blue “Register” button
12. Next it says “Set up SAMH access”, tap the blue “Next” button and wait while it registers our phone.  When it has it will show a nice tick and then please tap “Done”
13. And that’s it.  Your phone is now ready to be used.  A few apps will be automatically added to your phone and if you want others that SAMH has made available, tap on the “Play Store” icon.

Now let’s setup email in the Outlook app.  This will also help you set up a PIN on the phone to add security.

The Outlook app is installed automatically on your phone.  If it’s not there yet, you may need to go into the Play Store app.  No need to do anything when you are there, just start the Play Store app and then close it.  This gives the phone enough of a nudge that it will start installing apps.

Once you have the Outlook app, tap on it and then tap the “ADD ACCOUNT” button.  It will now show you your existing email account that you have verified earlier.  Tap on “ADD ACCOUNT” and it will say that “Authentication is in progress”.

You will now be asked if you want to enable notification.  This is asking if you like sounds and some text to appear whenever an email arrives or you have a calendar appointment.  It’s your choice as to whether you want this; depends how you work.

You will now be asked to allow the email system to control the phone.  The screen will say “Activate Device Administrator”.  Tap “ACTIVATE”.  You will then be shown the “Outlook Device Policy” which explains what is being changed.   Tap on “Activate” at the bottom right of the screen.  Now you need to “Set device password” tap “SET NEW PASSWORD”.  Choose the type of password you want to use – and enter it twice.   Then tap “Done”.

This is so that the phone can be wiped of email if it’s lost.  So agree to this.  It will also require you to set a PIN or password on the phone.  SAMH policy requires this so please do so.

And that’s email and your calendar set up.

Enjoy your phone.