Symantec Endpoint Protection 14.x Quick Start Guide

This guide helps you download, install, and configure
Symantec Endpoint Protection
, and is designed for default, first-time managed installations of 500 clients or fewer.
Preinstall: Check system requirements
Before you install
Symantec Endpoint Protection Manager
or the
Symantec Endpoint Protection
clients, perform the following steps:
  1. Download SymDiag and run the preinstall check to ensure the computer(s) meet system requirements.
Step 1: Download the
Symantec Endpoint Protection
installation file
You download the latest version of Symantec software and tools, retrieve license keys, and activate your product through the Broadcom Support Portal. See:
Step 2: Install the Symantec Endpoint Protection Manager
If you cannot find or otherwise download your Symantec software through the Broadcom Support Portal, contact Customer Care for assistance.
  1. In the folder where you downloaded the
    Symantec Endpoint Protection
    installation file, double-click the file to extract all files. If you see an
    Open File - Security Warning
    prompt, click
    Run
    .
  2. Do one of the following actions, depending on the version of your installation:
    • For versions 14.2 MP1a (14.2.1023.0100) or later,
      the file extracts to C:\Users\
      username
      \AppData\Local\Temp\7z
      XXXXXXXXX
      , where
      XXXXXXXXX
      represents a random string of letters and numbers. Setup.exe automatically launches. Leave the installation menu open until the installation completes. Closing the menu deletes all of the files in the temporary directory.
      To save the installation files, navigate to the previously described temp folder and copy its contents to a location that you select. The installation files include the Tools directory.
    • For versions earlier than 14.2 MP1a (14.2.1023.0100)
      , type or browse to a location to extract to, and then click
      Extract
      . When the extraction finishes, find and double-click
      Setup.exe
      .
  3. Click
    Install
    Symantec Endpoint Protection
    .
  4. Continue with the installation by accepting the terms in the license agreement, along with all default prompts, and then click
    Install
    .
  5. On the
    Welcome to the Management Server Configuration Wizard
    panel, click
    Default configuration
    , and then click
    Next
    .
    For a customized installation, such as using a SQL Server database, click
    Custom configuration
    .
  6. Fill out the required fields to create the system administrator account and email address to which
    Symantec Endpoint Protection Manager
    sends notifications, and then click
    Next
    .
    You must configure the mail server to receive notification and password reset emails from the management server. You can also enter specified mail server information, and then click
    Send Test Email
    . You must verify that you received the test email before you can continue.
  7. Choose the following options, and then click
    Next
    :
    • Whether or not you want to run LiveUpdate after the installation finishes. Symantec recommends that you run LiveUpdate during installation. (14.3 MPx and earlier)
    • Whether or not Symantec collects data from the clients.
    • Partner information, if it applies to your licensing situation.
    This step may take some time to finish.
  8. On the
    Configuration completed
    panel, click
    Finish
    to launch
    Symantec Endpoint Protection Manager
    .
  9. On the
    Symantec Endpoint Protection Manager
    logon screen, type the user name and password you created in step 6 and confirm that you can log on.
    Your user name is
    admin
    by default.
Although you should not need a SQL Server database for an environment with 500 or fewer clients, you can review the following article for more information: Installing Symantec Endpoint Protection Manager with a custom configuration
In 14.1 and later, you have the option to enroll Symantec Endpoint Protection Manager with the Symantec Endpoint Protection cloud console. You can enroll the Symantec Endpoint Protection Manager domain any time after installation completes. See: Enrolling a domain in the cloud console from the Symantec Endpoint Protection Manager console
Step 3: Activate your license and add a group
After you log on to Symantec Endpoint Protection Manager, the
Getting Started
screen appears with multiple links to common tasks. For example, you can activate your license or deploy Symantec Endpoint Protection clients.
To open this screen at any time, click
Help
>
Getting Started Page
in the top right-hand corner of Symantec Endpoint Protection Manager. For video tours of other common tasks within Symantec Endpoint Protection Manager, click
Product Tour
.
To activate your product license:
  1. In the
    Getting Started
    screen, under
    License Status
    , click
    Activate your product
    .
  2. Using your serial number or the .SLF license file that your order fulfillment email contains, follow the prompts to install your license.
To add a group for clients:
Symantec recommends that you create separate groups for desktops, laptops, and servers.
  1. In the Symantec Endpoint Protection Manager, in the left pane, click
    Clients
    .
  2. Under
    Clients
    , click
    My Company
    .
  3. Under
    Tasks
    , click
    Add a group
    .
  4. In the
    Add Group for My Company
    dialog box, type the group name and a description, and then click
    OK
    .
You can then further configure the group settings, such as policy inheritance.
Step 4: Install the Symantec Endpoint Protection clients
Before you install the clients by using Symantec Endpoint Protection Manager, check the following items:
  • Make sure that the computers can be accessed through the network.
  • Make sure that you have administrator credentials for the computers to which you want to deploy.
For unmanaged client installations, see: Installing an unmanaged Windows client
  1. In
    Symantec Endpoint Protection Manager
    , in the left pane, click
    Clients
    .
  2. Under
    Clients
    , select the group you created previously.
  3. Under
    Tasks
    , click
    Install a client
    .
  4. In the
    Welcome to the Client Deployment Wizard
    panel, click
    New Package Deployment
    , and then click
    Next
    .
  5. In the
    Install Packages
    drop-down list, select the operating system that matches the operating system of the client computers.
  6. Choose the following options depending on the operating system you selected in the previous step.
  7. Click
    Remote Push
    , and then click
    Next
    .
  8. On the
    Browse Network
    tab, browse to your workgroup or domain and select the computers you want to push the
    Symantec Endpoint Protection
    client to. After you select the computers, click the
    >>
    option to add them to the right pane.
  9. After you add the desired computers, click
    Next
    .
  10. Click
    Send
    to initiate the process.
    After the push installation has finished, you see a
    Deployment Summary
    window with the results of the push.
  11. Click
    Next
    , and then click
    Finish
    to exit the wizard.
    This window indicates that the install files were successfully copied.
  12. To confirm that the client was successfully installed, check that the client exists in the client group that you added in the
    Clients
    pane.
Step 5: Check that the latest definitions are installed
  1. In
    Symantec Endpoint Protection Manager
    , in the left pane, click
    Home
    .
  2. In the
    Endpoint Status
    box, under
    Windows Definitions
    , compare the dates for
    Latest on Manager
    and
    Latest from Symantec
    .
  3. If the dates do not match, click
    Help
    >
    Getting Started Page
    , click
    Run LiveUpdate now
    , and then click
    Download
    .
Step 6: Check the database backup settings
  1. In
    Symantec Endpoint Protection Manager
    , in the left pane, click
    Admin
    >
    Servers
    .
  2. Under
    Servers
    , click
    Local Site (My Site)
    >
    SQLEXPRESSSYMC
    .
    For 14.3 MPx and earlier, click
    localhost
    .
  3. Under
    Tasks
    , click
    Edit Database Properties
    .
  4. On the
    Backup Settings
    tab, make any necessary adjustments and then click
    OK
    .
    By default, a backup is saved once a week.
    Screenshot of where to find database backup settings in SEPM.
Appendix A: Additional resources and guides