# Playbooks

## User Guide: Playbook MDM <a href="#user-guide-playbook-mdm" id="user-guide-playbook-mdm"></a>

### Overview <a href="#overview" id="overview"></a>

BlueFletch's ***Playbook MDM*** is designed for rugged Android devices and provides the ability to manage, configure, and update fleets of devices from the BlueFletch Portal. Within the Portal, the ***Playbook MDM*** tab contains the features [***Playbooks***](https://ems.bluefletch.com/playbook/playbooks), [***Plays***](https://ems.bluefletch.com/playbook/plays), [***Devices***](https://ems.bluefletch.com/playbook/devices) and [***Deployment Groups***](https://ems.bluefletch.com/playbook/deploymentGroups).

Plays are specific commands that can be deployed to one or more devices to prompt actions such as downloading files or installing applications. For more information, read the ***Plays*** documentation.

Playbooks are groups of plays compiled and maintained on the Portal in the ***Playbooks*** subtab. The Playbook Agent application uses a playbook designated for a group of devices to keep those devices compliant. For more details, see below.

Deployment groups are clusters of devices that all have the same playbook. A deployment group could represent any cohesive unit with a need for the same applications and settings on all its devices - for example, a corporate region or a single store. For further documentation, read ***Deployment Groups***.

Devices from across the various deployment groups in an organization can be managed from the ***Devices*** subtab. From here, individual devices can be moved between deployment groups or be directly manipulated by forcing a sync or pulling log files. A complete guide is available in the ***Devices*** documentation.

### Playbooks <a href="#playbooks" id="playbooks"></a>

A playbook consists of a group of plays and one or more deployment groups of assigned devices. Within the ***Playbooks*** subtab, a user with management permissions can select the options on a given playbook to view the list of plays, edit which deployment groups or plays are assigned, make a copy of the playbook, or delete the playbook. A **New Playbook** button is also available to add a new playbook.

<figure><img src="/files/aQ4yJffsb9k7QrIzcKEC" alt="" width="563"><figcaption></figcaption></figure>

#### Create New Playbook <a href="#create-new-playbook" id="create-new-playbook"></a>

1. Press the **New Playbook** button to open the ***New Playbook*** editor page.

<figure><img src="/files/xE7YdnICuHWDAvtaGSgk" alt="" width="563"><figcaption></figcaption></figure>

2. Enter content in the *Name* field. This is the only field required to save the playbook.
3. Select a deployment group by pressing the **New Add Deployment Group** button, selecting a deployment group from the list, and pressing **Add**. The playbook will need to be associated with at least one deployment group in order to be provisioned on devices, but linking them can also be done when creating or editing the deployment groups.

<figure><img src="/files/YXmHqI08B3VypJYWEY7d" alt="" width="563"><figcaption></figcaption></figure>

4. To add plays, press **Add Play**, select a play and press **Add**. Plays must be added individually.

<figure><img src="/files/EdkyNEbyHGA3O6TVidbw" alt="" width="563"><figcaption></figcaption></figure>

5. To adjust the order of the plays, select one of the plays' 3-lined buttons to drag it to another spot in the list. The order of the plays is the order they will run on the device.

<figure><img src="/files/vcnHBy2g1fzvT75cvSK7" alt="" width="563"><figcaption></figcaption></figure>

6. Plays can be removed from the playbook by pressing the trashcan icon.
7. Once the setup is complete, press **Save**.

#### Manage Playbooks <a href="#manage-playbooks" id="manage-playbooks"></a>

1. Press **Edit** on a playbook's card to open the ***Editing Playbook*** editor page. From here the playbook's *Name*, *Deployment Group*, and *Plays* properties can be changed. Saving a change increments the playbook's version number by one.

<figure><img src="/files/PQrbw0V5D6qPAlVhyMvh" alt="" width="563"><figcaption></figcaption></figure>

2. Press **Copy** on a playbook's card to duplicate the playbook and its plays (but not deployment group) with the name "Copy of \[name of original playbook]". Confirm intention to copy in a pop-up alert box.
3. Press **Delete** on a playbook's card to delete the playbook. Confirm intention to delete in a pop-up alert box.

<figure><img src="/files/VM4KtJ0X01TC0Nm7Vm3L" alt="" width="563"><figcaption></figcaption></figure>


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.bluefletch.com/bluefletch-enterprise/product-guides/portal/playbook-mdm/playbooks.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.