Set up a telecom expense management service in Intune
|Applies to: Intune in the Azure portal|
|Looking for documentation about Intune in the classic portal? Read the introduction to Intune.|
Intune enables you to manage telecom expenses incurred from data usage on corporate-owned mobile devices. To enable this capability, Intune has integrated with the third-party software developer Saaswedo’s Datalert telecom expense management solution. Datalert is real-time telecom expense management software that lets you manage telecom data usage. It helps you avoid costly and unexpected data and roaming overages for your Intune-managed devices.
Intune's integration with Datalert enables you centrally set, monitor, and enforce roaming and domestic data usage limits. Automated alerts are triggered when the limits exceed defined thresholds. You can configure the service to apply different actions to individuals or groups of end users (like disabling roaming or exceeding the threshold). Reports that provide data usage and monitoring information are available from the Datalert management console.
The following diagram shows how Intune integrates with Datalert.
Before you can use the Datalert service with Intune, you need to configure settings in the Datalert console and in Intune. The connection must be turned on for the Datalert service and for Intune. If the Datalert side of the connection is enabled, but not the Intune side, Intune receives the communication, but ignores it.
- Samsung Knox
- iOS 8.0 and later
- A subscription to Microsoft Intune, and access to the Azure portal.
- A subscription to the Datalert telecom expense management service
List of telecom expense management providers
Intune currently integrates with the following telecom expense management providers:
Deploy the Intune and Datalert integrated solution
Before you start, make sure that you already have an Intune and a Datalert telecom expense management service subscription.
Step 1: Connect the Datalert service to Microsoft Intune
Sign into the Datalert management console with your administrator credentials.
On the Datalert management console, go to the Settings tab, and then to MDM configuration.
Select Unblock to enable you to enter the settings on the page.
For Server MDM, choose Microsoft Intune.
For Azure AD domain, enter your Azure tenant ID, and then select the Connection button.
Selecting Connection makes the Datalert service check in with Intune to ensure that there are no pre-existing Datalert connections with Intune. After a few seconds, a Microsoft log-in page appears, followed by the Datalert Azure authentication.
On the Microsoft authentication page, select Accept. You are redirected to a Datalert “thank you” page, which closes after a few seconds. Datalert validates the connection, and displays green check marks beside a list of items that it validated. If the validation fails, you see a message in red and should contact Datalert Support for help.
The following screenshot shows the green check marks that you can expect to see once the connection is successful.
Step 2: Check that the telecom expense management feature is Active in Intune
After you complete Step 1 above, your connection should be automatically enabled, and a connection status of Active should be showing in the Azure portal. These steps show you how to check for the Active status.
Sign into the Azure portal.
Choose All services > Intune. Intune is located in the Monitoring + Management section.
On the Intune pane, choose Device configuration.
On the Device configuration pane, choose Setup > Telecom Expense Management.
Look for the Active connection status at the top of the page.
Step 3: Deploy the Datalert app to corporate enrolled devices
To ensure that data usage from only corporate-owned lines is collected, you must do two things:
- create device categories in Intune
- target the Datalert app to only corporate phones.
Define device categories and device groups mapped to the categories
Depending on your organizational needs, create at least two device categories (for example, Corporate and Personal). Then, create dynamic device groups for each category. You can create more categories for your organization, as needed.
These categories will be shown to users during enrollment. Depending on which category users choose, the enrolled device will be moved to the corresponding device group. For steps on how to create device categories, see Map devices to groups.
Create the Datalert app in Intune
Follow these steps to create the Datalert app in Intune for each platform. iOS is used as an example in these steps.
On the Intune pane of the Azure portal, choose Mobile apps.
On the Mobile apps pane, choose Manage > Apps.
Select Add to add an app.
Select the app type. For example, for iOS, you would select iOS Store App.
In Search the App Store, look for the Datalert app by typing Datalert in the search window.
Select the Datalert app, and choose Select.
Complete the remaining steps to create an app for iOS.
Assign the Datalert app to the corporate device group
From the Mobile apps - Apps pane, select the iOS Datalert app that you created in the previous step.
On the Apps pane, choose Manage > Assignments.
Choose Add group, and follow the steps to select the corporate device group.
Choose whether to make the app installation required or optional for the group. The following example screenshot shows the installation as required, which means that users must install the Datalert app installation after enrolling their device.
Step 4: Add corporate paid phone lines to the Datalert console
You now have configured the Intune and Datalert services to communicate with each other. You now need to add your corporate paid phone lines to the Datalert console and define thresholds and actions for any cellular or roaming usage violations. You can manually add corporate paid phone lines to the Datalert console or automatically add them after the device is enrolled into Intune.
To set these items, go to the Datalert setup for Microsoft Intune page (http://www.datalert.fr/microsoft-intune/intune-setup), and follow the steps in the setup wizard under the Settings tab.
The Datalert service is now active, and it starts monitoring data usage and disabling cellular and roaming data on devices that exceed the configured usage limits.
Client enrollment experience
For the client enrollment experience, see the following:
- Enroll your iOS device in telecom expense management
- Enroll your Android device in telecom expense management
Turning off the Datalert service
If you disable the Datalert service in the Azure portal:
- All of the actions that have been applied to devices, due to past violations of the usage limits, are undone.
- Users are no longer blocked from data access and roaming.
- Intune still receives the signals coming from the service, but ignores them.
To turn off the service
On the Telecom Expense Management pane in the Azure portal, select Disable.
Viewing data usage and roaming reports
At this time, data usage reporting is available only in Saaswedo’s Datalert management console.
The instructions that your end users follow to install the Datalert app will be added soon.