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:
- Log in to the management console.
The management console displays with the Sites tab active.
- Click the Add Site button.
The Add Site panel displays with the Details area active.
- In the Site/Company Name field, enter the name of the site.
- 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.
- In the Company Size field, from the drop-down menu, select the range that best represents the size of your company.
- In the Company Industry field, from the drop-down menu, select the industry that best represents your company.
- In the Billing Cycle field, from the drop-down menu, select one of the following billing cycles:
- Annually
- Quarterly
- Monthly
- Weekly
- In the Billing Date field, use the drop-down menus to select both the month and the date for billing.
- In the Comments field, enter any information. This is an optional field.
- From the Tags drop-down menu, select or add tags to associate with this site. This is an optional field.
- When you're done, click the Nextbutton.
The system displays the Permissions area.
- For each user at the site, select one of the following permission levels:
- Admin
- View Only
- No Access
- When you're done, click the Nextbutton.
The system displays the Endpoint Protection area.
- In the Keycode type area, select either the Full or 30 day trial radio button, depending on your needs.
- In the Site Seats field, enter the number of seats for the new site.
- From the Default Policy drop-down, select one of the following:
- Recommended Defaults
- Recommended Server Defaults
- Silent Audit
- Unmanaged
- 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.
- 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.
- In the Report Distribution List field, enter the email addresses of the individuals to whom reports will be sent.
- Use commas to separate email addresses.
- For more information on report distribution, see Global Site Manager Reports Overview.
- In the Data Filter field, from the drop-down menu, select one of the filters to determine what data displays.
- When you're done, click the Next button.
The system displays the DNS Protection area.
- If you would like to enable DNS Protection, select the Enable SecureAnywhere DNS checkbox. For more information, see the SecureAnywhere DNS Protection Admin Guide.
- When you're done, click the Nextbutton.
The system displays the Security Awareness Training area.
- 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.
- 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.