Use this procedure to add sites to the management console. For information on editing site information, see any of the following:

            

            

To add a site:

            

  1. Log in to the management console.

    The management console displays with the Sites tab active.

                   

  2. Click the Add Site button. 

    The Add Site panel displays with the Details area active.



  3. In the Site/Company Name field, enter the name of the site.
                   
  4. In the Site Type field, do one of the following: 
    • If you are creating a site that is an external customer purchasing services from you, select the External Company radio button, then continue with step 5. 
    • If you are creating a site that is an additional location or office within your own company, select the Internal Site radio button, then click the Next button, and continue with step 9. 
Note: If you selected the Internal Site radio button, the Company Size, Company Industry, Billing Cycle, and Billing Date fields do not display, and you do not have to populate them.
  1. In the Company Size field, from the drop-down menu, select the range that best represents the size of your company.
         
  2. In the Company Industry field, from the drop-down menu, select the industry that best represents your company.
       
  3. In the Billing Cycle field, from the drop-down menu, select one of the following billing cycles: 
    • Annually
    • Quarterly
    • Monthly
    • Weekly
         
  4. In the Billing Date field, use the drop-down menus to select both the month and the date for billing.
       
  5. In the Comments field, enter any information. This is an optional field.
       
  6. From the Tags drop-down menu, select or add tags to associate with this site. This is an optional field.
       
  7. When you're done, click the Nextbutton. 

    The system displays the Permissions area.



  8. For each user at the site, select one of the following permission levels: 
    • Admin
    • View  Only
    • No Access

  9. When you're done, click the Nextbutton. 

    The system displays the Endpoint Protection area.

            

  1. In the Keycode type area, select either the Full or 30 day trial radio button, depending on your needs.

  2. In the Site Seats field, enter the number of seats for the new site.

  3. From the Default Policy drop-down, select one of the following:
    • Recommended Defaults
    • Recommended Server Defaults
    • Silent Audit
    • Unmanaged

  4. For the Include Global Policies? checkbox, do either of the following: 
    • To include global policies, select the checkbox. 
    • To dis-include global policies, do not select the checkbox.
           
  5. For the Include Global Overrides? checkbox, do either of the following:
    • To include global overrides, select the checkbox.
    •  To not include global overrides, do not select the checkbox.

  6. In the Report Distribution List field, enter the email addresses of the individuals to whom reports will be sent.
  7. In the Data Filter field, from the drop-down menu, select one of the filters to determine what data displays.

  8. When you're done, click the Next button.

    The system displays the DNS Protection area.



  9. If you would like to enable DNS Protection, select the Enable SecureAnywhere DNS checkbox. For more information, see the SecureAnywhere DNS Protection Admin Guide.

  10. When you're done, click the Nextbutton.

    The system displays the Security Awareness Training area. 



  11. If you would like to enable Security Awareness Training, select the Security Awareness Training checkbox. For more information, see the Security Awareness Training online guides.

  12. When you're are done, click the Finish button.

     The system does the following:

    • Creates a valid keycode
    • Builds the required consoles
    • Applies this keycode to the consoles
    • Closes the window; the new site displays in the list on the Sites console.