Tutorial: Enable co-management for new internet-based devices

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11/16/2023

When you're investing in the cloud through the use of Intune for security and modern provisioning, you might not want to lose your well-established processes for using Configuration Manager to manage PCs in your organization. With co-management, you can keep that process in place.

In this tutorial, you set up co-management of Windows 10 or later devices in an environment where you use both Microsoft Entra ID and on-premises Active Directory but don't have a hybrid Microsoft Entra ID instance. The Configuration Manager environment includes a single primary site with all site system roles located on the same server, the site server. This tutorial begins with the premise that your Windows 10 or later devices are already enrolled with Intune.

If you have a hybrid Microsoft Entra instance that joins on-premises Active Directory with Microsoft Entra ID, we recommend following our companion tutorial, Enable co-management for Configuration Manager clients.

Use this tutorial when:

You have Windows 10 or later devices to bring into co-management. These devices might have been provisioned through Windows Autopilot or might be direct from your hardware OEM.
You have Windows 10 or later devices on the internet that you currently manage with Intune, and you want to add the Configuration Manager client to them.

In this tutorial, you will:

Review prerequisites for Azure and your on-premises environment.
Request a public SSL certificate for the cloud management gateway (CMG).
Enable Azure services in Configuration Manager.
Deploy and configure a CMG.
Configure the management point and clients to use the CMG.
Enable co-management in Configuration Manager.
Configure Intune to install the Configuration Manager client.

Prerequisites

Azure services and environment

Azure subscription (free trial).
Microsoft Entra ID P1 or P2.
Microsoft Intune subscription, with Intune configured to auto-enroll devices.

Tip

An Enterprise Mobility + Security subscription free trial includes both Microsoft Entra ID P1 or P2 and Microsoft Intune.

You no longer need to purchase and assign individual Intune or Enterprise Mobility + Security licenses to your users. For more information, see Product and licensing FAQ.

On-premises infrastructure

A supported version of Configuration Manager current branch.

This tutorial uses enhanced HTTP to avoid more complex requirements for a public key infrastructure. When you use enhanced HTTP, the primary site that you use to manage clients must be configured to use Configuration Manager-generated certificates for HTTP site systems.
Mobile device management (MDM) authority set to Intune.

External certificates

CMG server authentication certificate. This SSL certificate is from a public and globally trusted certificate provider. You'll export this certificate as a .pfx file with the private key.

Later in this tutorial, we provide guidance on how to configure the request for this certificate.

Permissions

Throughout this tutorial, use the following permissions to complete tasks:

An account that's a Global Administrator for Microsoft Entra ID
An account that's a Domain Administrator on your on-premises infrastructure
An account that's a Full Administrator for all scopes in Configuration Manager

Request a public certificate for the cloud management gateway

When your devices are on the internet, co-management requires the Configuration Manager CMG. The CMG enables your internet-based Windows devices to communicate with your on-premises Configuration Manager deployment. To establish a trust between devices and your Configuration Manager environment, the CMG requires an SSL certificate.

This tutorial uses a public certificate called a CMG server authentication certificate that derives authority from a globally trusted certificate provider. Although it's possible to configure co-management by using certificates that derive authority from your on-premises Microsoft certificate authority, use of self-signed certificates is beyond the scope of this tutorial.

The CMG server authentication certificate is used to encrypt the communications traffic between the Configuration Manager client and the CMG. The certificate traces back to a trusted root to verify the server's identity to the client. The public certificate includes a trusted root that Windows clients already trust.

About this certificate:

You identify a unique name for your CMG service in Azure and then specify that name in your certificate request.
You generate your certificate request on a specific server and then submit the request to a public certificate provider to get the necessary SSL certificate.
You import the certificate that you receive from the provider to the system that generated the request. You use the same computer to export the certificate when you later deploy the CMG to Azure.
When the CMG is installed, it creates a CMG service in Azure by using the name that you specified in the certificate.

Identify a unique name for your cloud management gateway in Azure

When you request the CMG server authentication certificate, you specify what must be a unique name to identify your cloud service (classic) in Azure. By default, the Azure public cloud uses cloudapp.net, and the CMG is hosted within the cloudapp.net domain as <YourUniqueDnsName>.cloudapp.net.

Tip

In this tutorial, the CMG server authentication certificate uses a fully qualified domain name (FQDN) that ends in contoso.com. After you create the CMG, you'll configure a canonical name record (CNAME) in your organization's public DNS. This record creates an alias for the CMG that maps to the name that you use in the public certificate.

Before you request your public certificate, confirm that the name you want to use is available in Azure. You don't directly create the service in Azure. Instead, Configuration Manager uses the name that's specified in the public certificate to create the cloud service when you install the CMG.

Sign in to the Microsoft Azure portal.
Select Create a resource, select the Compute category, and then select Cloud Service. The Cloud service (classic) page opens.
For DNS name, specify the prefix name for the cloud service that you'll use.

This prefix must be the same as what you use later when you request a public certificate for the CMG server authentication certificate. In this tutorial, we use MyCSG, which creates the namespace of MyCSG.cloudapp.net. The interface confirms whether the name is available or already in use by another service.

After you confirm the name that you want to use is available, you're ready to submit the certificate signing request (CSR).

Request the certificate

Use the following information to submit a certificate signing request for your CMG to a public certificate provider. Change the following values to be relevant to your environment:

MyCMG to identify the service name of the cloud management gateway
Contoso as the company name
Contoso.com as the public domain

We recommend that you use your primary site server to generate the CSR. When you get the certificate, you must enroll it on the same server that generated the CSR. This enrollment ensures that you can export the certificate's private key, which is required.

Request a version 2 key provider type when you generate a CSR. Only version 2 certificates are supported.

Tip

By default, when you deploy a CMG, the option Allow CMG to function as a cloud distribution point and serve content from Azure storage is selected. Even though the cloud-based content isn't required to use co-management, it's useful in most environments.

The cloud-based distribution point (CDP) is deprecated. Starting in version 2107, you can't create new CDP instances. To provide content to internet-based devices, enable the CMG to distribute content. For more information, see Deprecated features.

Here are details for the cloud management gateway's CSR:

Common Name: CloudServiceNameCMG.YourCompanyPubilcDomainName.com (example: MyCSG.contoso.com)
Subject Alternative Name: Same as the common name (CN)
Organization: The name of your organization
Department: Per your organization
City: Per your organization
State: Per your organization
Country: Per your organization
Key Size: 2048
Provider: Microsoft RSA SChannel Cryptographic Provider

Import the certificate

After you receive the public certificate, import it to the local certificate store of the computer that created the CSR. Then export the certificate as a .pfx file so you can use it for your CMG in Azure.

Public certificate providers typically provide instructions for import of the certificate. The process to import the certificate should resemble the following guidance:

On the computer that the certificate will be imported to, locate the certificate .pfx file.
Right-click the file, and then select Install PFX.
When the Certificate Import Wizard starts, select Next.
On the File to Import page, select Next.
On the Password page, enter the password for the private key in the Password box, and then select Next.

Select the option to make the key exportable.
On the Certificate Store page, select Automatically select the certificate store based on the type of certificate, and then select Next.
Select Finish.

Export the certificate

Export the CMG server authentication certificate from your server. Re-exporting the certificate makes it usable for your cloud management gateway in Azure.

On the server where you imported the public SSL certificate, run certlm.msc to open the Certificate Manager console.
In the Certificate Manager console, select Personal > Certificates. Then, right-click the CMG server authentication certificate that you enrolled in the previous procedure and select All Tasks > Export.
In the Certificate Export Wizard, select Next, select Yes, export the private key, and then select Next.
On the Export File Format page, select Personal Information Exchange - PKCS #12 (.PFX), select Next, and provide a password.

For the file name, specify a name like C:\ConfigMgrCloudMGServer. You'll reference this file when you create the CMG in Azure.
Select Next, and then confirm the following settings before selecting Finish to complete the export:
- Export Keys: Yes
- Include all certificates in the certification path: Yes
- File format: Personal Information Exchange (*.pfx)
After you complete the export, locate the .pfx file and place a copy of it in C:\Certs on the Configuration Manager primary site server that will manage internet-based clients.

The Certs folder is a temporary folder to use while you're moving certificates between servers. You access the certificate file from the primary site server when you deploy the CMG to Azure.

After you copy the certificate to the primary site server, you can delete the certificate from the personal certificate store on the member server.

Enable Azure cloud services in Configuration Manager

To configure Azure services from within the Configuration Manager console, you use the Configure Azure Services Wizard and create two Microsoft Entra apps:

Server app: A web app in Microsoft Entra ID.
Client app: A native client app in Microsoft Entra ID.

Run the following procedure from the primary site server:

Open the Configuration Manager console, go to Administration > Cloud Services > Azure Services, and then select Configure Azure Services.

On the Configure Azure Service page, specify a friendly name for the cloud management service that you're configuring. For example: My cloud management service.

Then select Cloud Management > Next.

Tip

For more information about the configurations that you make in the wizard, see Start the Azure Services Wizard.
On the App Properties page, for Web app, select Browse to open the Server App dialog. Select Create, and then configure the following fields:
- Application Name: Specify a friendly name for the app, such as Cloud Management web app.
- HomePage URL: Configuration Manager doesn't use this value, but Microsoft Entra ID requires it. By default, this value is https://ConfigMgrService.
- App ID URI: This value needs to be unique in your Microsoft Entra tenant. It's in the access token that the Configuration Manager client uses to request access to the service. By default, this value is https://ConfigMgrService. Change the default to one of the following recommended formats:
  - api://{tenantId}/{string}, for example, api://5e97358c-d99c-4558-af0c-de7774091dda/ConfigMgrService
  - https://{verifiedCustomerDomain}/{string}, for example, https://contoso.onmicrosoft.com/ConfigMgrService
Next, select Sign in, and specify a Microsoft Entra Global Administrator account. Configuration Manager doesn't save these credentials. This persona doesn't require permissions in Configuration Manager and doesn't need to be the same account that runs the Azure Services Wizard.

After you sign in, the results appear. Select OK to close the Create Server Application dialog and return to the App Properties page.
For Native Client app, select Browse to open the Client app dialog.
Select Create to open the Create Client Application dialog, and then configure the following fields:
- Application Name: Specify a friendly name for the app, such as Cloud Management native client app.
- Reply URL: Configuration Manager doesn't use this value, but Microsoft Entra ID requires it. By default, this value is https://ConfigMgrClient.
Next, select Sign in, and specify a Microsoft Entra Global Administrator account. Like the web app, these credentials aren't saved and don't require permissions in Configuration Manager.

After you sign in, the results appear. Select OK to close the Create Client Application dialog and return to the App Properties page. Then, select Next to continue.
On the Configure Discovery Settings page, select the Enable Microsoft Entra user Discovery checkbox. Select Next, and then complete configuration of the Discovery dialogs for your environment.
Continue through the Summary, Progress, and Completion pages, and then close the wizard.

Azure services for Microsoft Entra user discovery are now enabled in Configuration Manager. Leave the console open for now.
Open a browser and sign in to the Azure portal.
Select All services > Microsoft Entra ID > App registrations, and then:
1. Select the web app that you created.
2. Go to API Permissions, select Grant admin consent for your tenant, and then select Yes.
3. Select the native client app that you created.
4. Go to API Permissions, select Grant admin consent for your tenant, and then select Yes.
In the Configuration Manager console, go to Administration > Overview > Cloud Services > Azure Services, and select your Azure service. Then, right-click Microsoft Entra user Discover and select Run Full Discovery Now. Select Yes to confirm the action.
On the primary site server, open the Configuration Manager SMS_AZUREAD_DISCOVERY_AGENT.log file and look for the following entry to confirm that discovery is working: Successfully published UDX for Microsoft Entra users.

By default, the log file is in %Program_Files%\Microsoft Configuration Manager\Logs.

Create the cloud service in Azure

In this section of the tutorial, you'll create the CMG cloud service and then create DNS CNAME records for both services.

Create the CMG

Use this procedure to install a cloud management gateway as a service in Azure. The CMG is installed at the top-tier site of the hierarchy. In this tutorial, we continue to use the primary site where certificates have been enrolled and exported.

On the primary site server, open the Configuration Manager console. Go to Administration > Overview > Cloud Services > Cloud Management Gateway, and then select Create Cloud Management Gateway.
On the General page:
1. Select your cloud environment for Azure environment. This tutorial uses AzurePublicCloud.
2. Select Azure Resource Manager deployment.
3. Sign in to your Azure subscription. Configuration Manager fills in additional information based on the information that you configured when you enabled Azure cloud services for Configuration Manager.
Select Next to continue.
On the Settings page, browse to and select the file named ConfigMgrCloudMGServer.pfx. This file is the one that you exported after importing the CMG server authentication certificate. After you specify the password, the Service name and Deployment name information is automatically filled in, based on the details in the .pfx certificate file.
Set the Region information.
For Resource Group, use an existing resource group or create a group with a friendly name that uses no spaces, like ConfigMgrCloudServices. If you choose to create a group, the group is added as a resource group in Azure.
Unless you're ready to configure at scale, enter 1 for VM Instances. The number of virtual machine (VM) instances allows a single CMG cloud service to scale out to support more client connections. Later, you can use the Configuration Manager console to return and edit the number of VM instances that you use.
Select the Verify Client Certificate Revocation checkbox.
Select the Allow CMG to function as a cloud distribution point and serve content from Azure storage checkbox.
Select Next to continue.
Review the values on the Alert page, and then select Next.
Review the Summary page and select Next to create the CMG cloud service. Select Close to complete the wizard.
In the CMG node of the Configuration Manager console, you can now view the new service.

Create DNS CNAME records

When you create a DNS entry for the CMG, you enable your Windows 10 or later devices both inside and outside your corporate network to use name resolution to find the CMG cloud service in Azure.

Our CNAME record example is MyCMG.contoso.com, which becomes MyCMG.cloudapp.net. In the example:

The company name is Contoso with a public DNS namespace of contoso.com.
The CMG service name is MyCMG, which becomes MyCMG.cloudapp.net in Azure.

Configure the management point and clients to use the CMG

Configure settings that enable on-premises management points and clients to use the cloud management gateway.

Because we use enhanced HTTP for client communications, there's no need to use an HTTPS management point.

Create the CMG connection point

Configure the site to support enhanced HTTP:

In the Configuration Manager console, go to Administration > Overview > Site Configuration > Sites. Open the properties of the primary site.
On the Communication Security tab, select the HTTPS or HTTP option for Use Configuration Manager-generated certificates for HTTP site systems. Then select OK to save the configuration.
Go to Administration > Overview > Site Configuration > Servers and Site System Roles. Select the server with a management point where you want to install the CMG connection point.
Select Add Site System Roles > Next > Next.
Select Cloud management gateway connection point, and then select Next to continue.
Review the default selections on the Cloud management gateway connection point page and make sure the correct CMG is selected.

If you have multiple CMGs, you can use the dropdown list to specify a different CMG. You can also change the CMG in use, after installation.

Select Next to continue.
Select Next to start installation, and then view the results on the Completion page. Select Close to complete the installation of the connection point.
Go to Administration > Overview > Site Configuration > Servers and Site System Roles. Open Properties for the management point where you installed the connection point.

On the General tab, select the Allow Configuration Manager cloud management gateway traffic checkbox, and then select OK to save the configuration.

Tip

Although it isn't required to enable co-management, we recommend that you make this same edit for any software update points.

Configure client settings to direct clients to use the CMG

Use Client Settings to configure Configuration Manager clients to communicate with the CMG:

Open Configuration Manager console > Administration > Overview > Client Settings, and then edit the Default Client Settings information.
Select Cloud Services.
On the Default Settings page, set the following settings to Yes:
- Automatically register new Windows 10 domain joined devices with Microsoft Entra ID
- Enable clients to use a cloud management gateway
- Allow access to cloud distribution point
On the Client Policy page, set Enable user policy requests from internet clients to Yes.
Select OK to save this configuration.

Enable co-management in Configuration Manager

With the Azure configurations, site system roles, and client settings in place, you can configure Configuration Manager to enable co-management. However, you'll still need to make a few configurations in Intune after you enable co-management before this tutorial is complete.

One of those tasks is to configure Intune to deploy the Configuration Manager client. That task is made easier by saving the command line for client deployment that's available from within the Co-management Configuration Wizard. That's why we enable co-management now, before we complete the configurations for Intune.

The term pilot group is used throughout the co-management feature and configuration dialogs. A pilot group is a collection that contains a subset of your Configuration Manager devices. Use a pilot group for your initial testing. Add devices as needed, until you're ready to move the workloads for all Configuration Manager devices.

There's no time limit on how long a pilot group can be used for workloads. You can use a pilot group indefinitely if you don't want to move a workload to all Configuration Manager devices.

We recommend that you create a suitable collection before you start the procedure to create a pilot group. Then you can select that collection without exiting the procedure to do so. You might need multiple collections, because you can assign a different pilot group for each workload.

Enable co-management for versions 2111 and later

Starting in Configuration Manager version 2111, the co-management onboarding experience changed. The Cloud Attach Configuration Wizard makes it easier to enable co-management and other cloud features. You can choose a streamlined set of recommended defaults, or customize your cloud attach features. There's also a new built-in device collection for Co-management Eligible Devices to help you identify clients. For more information on enabling co-management, see Enable cloud attach.

Note

With the new wizard, you don't move workloads at the same time that you enable co-management. To move workloads, you'll edit the co-management properties after enabling cloud attach.

Enable co-management for versions 2107 and earlier

When you're enabling co-management, you can use the Azure public cloud, Azure Government cloud, or Azure China 21Vianet cloud (added in version 2006). To enable co-management, follow these instructions:

In the Configuration Manager console, go to the Administration workspace, expand Cloud Services, and select the Cloud Attach node. Select Configure Cloud Attach on the ribbon to open the Cloud Attach Configuration Wizard.

For version 2103 and earlier, expand Cloud Services and select the Co-management node. Select Configure co-management on the ribbon to open the Co-management Configuration Wizard.
On the onboarding page of the wizard, for Azure environment, choose one of the following environments:
- Azure public cloud
- Azure Government cloud
- Azure China cloud (added in version 2006)
  
  Note
  
  Update the Configuration Manager client to the latest version on your devices before you onboard to the Azure China cloud.
When you select the Azure China cloud or Azure Government cloud, the Upload to Microsoft Endpoint Manager admin center option for tenant attach is disabled.
Select Sign In. Sign in as a Microsoft Entra Global Administrator, and then select Next. You sign in this one time for the purposes of this wizard. The credentials aren't stored or reused elsewhere.
On the Enablement page, choose the following settings:
- Automatic enrollment in Intune: Enables automatic client enrollment in Intune for existing Configuration Manager clients. This option allows you to enable co-management on a subset of clients to initially test co-management and then roll out co-management by using a phased approach. If the user unenrolls a device, the device will be re-enrolled on the next evaluation of the policy.
  - Pilot: Only the Configuration Manager clients that are members of the Intune Auto Enrollment collection are automatically enrolled in Intune.
  - All: Enable automatic enrollment for all clients running Windows 10 version 1709 or later.
  - None: Disable automatic enrollment for all clients.
- Intune Auto Enrollment: This collection should contain all of the clients that you want to onboard into co-management. It's essentially a superset of all the other staging collections.
Automatic enrollment isn't immediate for all clients. This behavior helps enrollment scale better for large environments. Configuration Manager randomizes enrollment based on the number of clients. For example, if your environment has 100,000 clients, when you enable this setting, enrollment occurs over several days.

A new co-managed device is now automatically enrolled in the Microsoft Intune service based on its Microsoft Entra device token. It doesn't need to wait for a user to sign in to the device for automatic enrollment to start. This change helps to reduce the number of devices with the enrollment status Pending user sign in. To support this behavior, the device needs to be running Windows 10 version 1803 or later. For more information, see Co-management enrollment status.

If you already have devices enrolled in co-management, new devices are now enrolled immediately after they meet the prerequisites.
For internet-based devices that are already enrolled in Intune, copy and save the command on the Enablement page. You'll use this command to install the Configuration Manager client as an app in Intune for internet-based devices. If you don't save this command now, you can review the co-management configuration at any time to get this command.

Tip

The command appears only if you've met all of the prerequisites, such as setting up a cloud management gateway.
On the Workloads page, for each workload, choose which device group to move over for management with Intune. For more information, see Workloads.

If you only want to enable co-management, you don't need to switch workloads now. You can switch workloads later. For more information, see How to switch workloads.
- Pilot Intune: Switches the associated workload only for the devices in the pilot collections that you'll specify on the Staging page. Each workload can have a different pilot collection.
- Intune: Switches the associated workload for all co-managed Windows 10 or later devices.
Important

Before you switch any workloads, make sure that you properly configure and deploy the corresponding workload in Intune. Make sure that workloads are always managed by one of the management tools for your devices.
On the Staging page, specify the pilot collection for each of the workloads that are set to Pilot Intune.
To enable co-management, complete the wizard.

Use Intune to deploy the Configuration Manager client

You can use Intune to install the Configuration Manager client on Windows 10 or later devices that are currently only managed with Intune.

Then, when a previously unmanaged Windows 10 or later device enrolls with Intune, it automatically installs the Configuration Manager client.