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Total Protection for Small Business
Total Protection for Small Business
Total Protection for Small Business
Total Protection for Small Business
Total Protection for Small Business
Total Protection for Small Business
Total Protection for Small Business
Total Protection for Small Business
Total Protection for Small Business
Total Protection for Small Business
Total Protection for Small Business
Total Protection for Small Business
Total Protection for Small Business
Total Protection for Small Business
Total Protection for Small Business
Total Protection for Small Business
Total Protection for Small Business
Total Protection for Small Business
Total Protection for Small Business
Total Protection for Small Business
Total Protection for Small Business
Total Protection for Small Business
Total Protection for Small Business
Total Protection for Small Business
Total Protection for Small Business
Total Protection for Small Business
Total Protection for Small Business
Total Protection for Small Business
Total Protection for Small Business
Total Protection for Small Business
Total Protection for Small Business
Total Protection for Small Business
Total Protection for Small Business
Total Protection for Small Business
Total Protection for Small Business
Total Protection for Small Business
Total Protection for Small Business
Total Protection for Small Business
Total Protection for Small Business
Total Protection for Small Business
Total Protection for Small Business
Total Protection for Small Business
Total Protection for Small Business
Total Protection for Small Business
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Total Protection for Small Business

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  • 1. User Guide Total Protection for Small Business Partner SecurityDashboard ® McAfee System Protection Industry-leading intrusion prevention solutions
  • 2. COPYRIGHT Copyright © 2007 McAfee, Inc. All Rights Reserved. No part of this publication may be reproduced, transmitted, transcribed, stored in a retrieval system, or translated into any language in any form or by any means without the written permission of McAfee, Inc., or its suppliers or affiliate companies. TRADEMARK ATTRIBUTIONS ACTIVE FIREWALL, ACTIVE SECURITY, ACTIVESECURITY (AND IN KATAKANA), ACTIVESHIELD, CLEAN-UP DESIGN (STYLIZED E), DESIGN , (STYLIZED N), ENTERCEPT, EPOLICY ORCHESTRATOR, FIRST AID, FOUNDSTONE, GROUPSHIELD, GROUPSHIELD (AND IN KATAKANA), INTRUSHIELD, INTRUSION PREVENTION THROUGH INNOVATION, MCAFEE, MCAFEE (AND IN KATAKANA), MCAFEE AND DESIGN, MCAFEE.COM, MCAFEE VIRUSSCAN, NET TOOLS, NET TOOLS (AND IN KATAKANA), NETSCAN, NETSHIELD, NUTS & BOLTS, OIL CHANGE, PRIMESUPPORT, SPAMKILLER, THREATSCAN, TOTAL VIRUS DEFENSE, VIREX, VIRUS FORUM, VIRUSCAN, VIRUSSCAN, VIRUSSCAN (AND IN KATAKANA), WEBSCAN, WEBSHIELD, WEBSHIELD (AND IN KATAKANA) are registered trademarks or trademarks of McAfee, Inc. and/or its affiliates in the US and/or other countries. The color red in connection with security is distinctive of McAfee brand products. All other registered and unregistered trademarks herein are the sole property of their respective owners. LICENSE INFORMATION License Agreement NOTICE TO ALL USERS: CAREFULLY READ THE APPROPRIATE LEGAL AGREEMENT CORRESPONDING TO THE LICENSE YOU PURCHASED, WHICH SETS FORTH THE GENERAL TERMS AND CONDITIONS FOR THE USE OF THE LICENSED SOFTWARE. IF YOU DO NOT KNOW WHICH TYPE OF LICENSE YOU HAVE ACQUIRED, PLEASE CONSULT THE SALES AND OTHER RELATED LICENSE GRANT OR PURCHASE ORDER DOCUMENTS THAT ACCOMPANIES YOUR SOFTWARE PACKAGING OR THAT YOU HAVE RECEIVED SEPARATELY AS PART OF THE PURCHASE (AS A BOOKLET, A FILE ON THE PRODUCT CD, OR A FILE AVAILABLE ON THE WEB SITE FROM WHICH YOU DOWNLOADED THE SOFTWARE PACKAGE). IF YOU DO NOT AGREE TO ALL OF THE TERMS SET FORTH IN THE AGREEMENT, DO NOT INSTALL THE SOFTWARE. IF APPLICABLE, YOU MAY RETURN THE PRODUCT TO MCAFEE OR THE PLACE OF PURCHASE FOR A FULL REFUND. Attributions This product includes or may include: • Software developed by the OpenSSL Project for use in the OpenSSL Toolkit (http://www.openssl.org/). • Cryptographic software written by Eric A. Young and software written by Tim J. Hudson. • Some software programs that are licensed (or sublicensed) to the user under the GNU General Public License (GPL) or other similar Free Software licenses which, among other rights, permit the user to copy, modify and redistribute certain programs, or portions thereof, and have access to the source code. The GPL requires that for any software covered under the GPL which is distributed to someone in an executable binary format, that the source code also be made available to those users. For any such software covered under the GPL, the source code is made available on this CD. If any Free Software licenses require that McAfee provide rights to use, copy or modify a software program that are broader than the rights granted in this agreement, then such rights shall take precedence over the rights and restrictions herein. • Software originally written by Henry Spencer, Copyright 1992, 1993, 1994, 1997 Henry Spencer. • Software originally written by Robert Nordier, Copyright © 1996-7 Robert Nordier. • Software written by Douglas W. Sauder. • Software developed by the Apache Software Foundation (http://www.apache.org/). A copy of the license agreement for this software can be found at www.apache.org/licenses/LICENSE-2.0.txt. • International Components for Unicode ("ICU") Copyright ©1995-2002 International Business ® Machines Corporation and others. • Software developed by CrystalClear Software, Inc., Copyright ©2000 CrystalClear Software, Inc. • FEAD ® ® Optimizer technology, Copyright Netopsystems AG, Berlin, Germany. • Outside In Viewer Technology ©1992-2001 Stellent Chicago, Inc. and/or ® Outside In HTML Export, © 2001 Stellent Chicago, Inc. • Software copyrighted by Thai Open Source Software Center Ltd. and Clark Cooper, © 1998, 1999, 2000. • Software copyrighted by Expat maintainers. • Software copyrighted by The Regents of the University of California, © 1996, 1989, 1998-2000. • Software copyrighted by Gunnar Ritter. • Software copyrighted by Sun Microsystems, Inc., 4150 Network Circle, Santa Clara, California 95054, U.S.A., © 2003. • Software copyrighted by Gisle Aas. © 1995-2003. • Software copyrighted by Michael A. Chase, © 1999-2000. • Software copyrighted by Neil Winton, ©1995-1996. • Software copyrighted by RSA Data Security, Inc., © 1990-1992. • Software copyrighted by Sean M. Burke, © 1999, 2000. • Software copyrighted by Martijn Koster, © 1995. • Software copyrighted by Brad Appleton, © 1996-1999. • Software copyrighted by Michael G. Schwern, ©2001. • Software copyrighted by Graham Barr, © 1998. • Software copyrighted by Larry Wall and Clark Cooper, © 1998-2000. • Software copyrighted by Frodo Looijaard, © 1997. • Software copyrighted by the Python Software Foundation, Copyright © 2001, 2002, 2003. A copy of the license agreement for this software can be found at www.python.org. • Software copyrighted by Beman Dawes, © 1994-1999, 2002. • Software written by Andrew Lumsdaine, Lie-Quan Lee, Jeremy G. Siek © 1997-2000 University of Notre Dame. • Software copyrighted by Simone Bordet & Marco Cravero, © 2002. • Software copyrighted by Stephen Purcell, © 2001. • Software developed by the Indiana University Extreme! Lab (http://www.extreme.indiana.edu/). • Software copyrighted by International Business Machines Corporation and others, © 1995-2003. • Software developed by the University of California, Berkeley and its contributors. • Software developed by Ralf S. Engelschall <rse@engelschall.com> for use in the mod_ssl project (http:// www.modssl.org/). • Software copyrighted by Kevlin Henney, © 2000-2002. • Software copyrighted by Peter Dimov and Multi Media Ltd. © 2001, 2002. • Software copyrighted by David Abrahams, © 2001, 2002. See http://www.boost.org/libs/bind/bind.html for documentation. • Software copyrighted by Steve Cleary, Beman Dawes, Howard Hinnant & John Maddock, © 2000. • Software copyrighted by Boost.org, © 1999-2002. • Software copyrighted by Nicolai M. Josuttis, © 1999. • Software copyrighted by Jeremy Siek, © 1999-2001. • Software copyrighted by Daryle Walker, © 2001. • Software copyrighted by Chuck Allison and Jeremy Siek, © 2001, 2002. • Software copyrighted by Samuel Krempp, © 2001. See http://www.boost.org for updates, documentation, and revision history. • Software copyrighted by Doug Gregor (gregod@cs.rpi.edu), © 2001, 2002. • Software copyrighted by Cadenza New Zealand Ltd., © 2000. • Software copyrighted by Jens Maurer, ©2000, 2001. • Software copyrighted by Jaakko Järvi (jaakko.jarvi@cs.utu.fi), ©1999, 2000. • Software copyrighted by Ronald Garcia, © 2002. • Software copyrighted by David Abrahams, Jeremy Siek, and Daryle Walker, ©1999-2001. • Software copyrighted by Stephen Cleary (shammah@voyager.net), ©2000. • Software copyrighted by Housemarque Oy <http://www.housemarque.com>, © 2001. • Software copyrighted by Paul Moore, © 1999. • Software copyrighted by Dr. John Maddock, © 1998-2002. • Software copyrighted by Greg Colvin and Beman Dawes, © 1998, 1999. • Software copyrighted by Peter Dimov, © 2001, 2002. • Software copyrighted by Jeremy Siek and John R. Bandela, © 2001. • Software copyrighted by Joerg Walter and Mathias Koch, © 2000-2002. • Software copyrighted by Carnegie Mellon University © 1989, 1991, 1992. • Software copyrighted by Cambridge Broadband Ltd., © 2001-2003. • Software copyrighted by Sparta, Inc., © 2003-2004. • Software copyrighted by Cisco, Inc. and Information Network Center of Beijing University of Posts and Telecommunications, © 2004. • Software copyrighted by Simon Josefsson, © 2003. • Software copyrighted by Thomas Jacob, © 2003-2004. • Software copyrighted by Advanced Software Engineering Limited, © 2004. • Software copyrighted by Todd C. Miller, © 1998. • Software copyrighted by The Regents of the University of California, © 1990, 1993, with code derived from software contributed to Berkeley by Chris Torek. PATENT INFORMATION Protected by US Patents 6,006,035; 6,029,256; 6,035,423; 6,151,643; 6,266,774; 6,266,811; 6,269,456; 6,301,699; 6,457,076; 6,496,875; 6,510,448; 6,542,943; 6,550,012; 6,594,686; 6,611,925; 6,622,150; 6,668,289; 6,684,329; 6,697,950; 6,725,377; 6,728,885; 6,757,830; 6,763,403; 6,775,780; 6,782,527; 6,799,197; 6,823,460; 6,839,852; 6,907,396; 6,931,540; 6,931,546; 6,947,986; 6,966,059; 6,973,578; 6,976,068; 6,978,454; 6,988,209; 7,016,939; 7,058,975; 7,069,330. Issued September 2007 / Total Protection for Small Business DBN-000-EN
  • 3. Contents 1 Introduction 5 About McAfee partners . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Tools for McAfee partners . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 What is the Partner SecurityDashboard? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Which types of customers can you monitor? . . . . . . . . . . . . . . . . . . . . . . . . . 7 What information is displayed? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Which tasks can you perform? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 How can you access the Partner SecurityDashboard? . . . . . . . . . . . . . . . . . . 10 How can you display customer data? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 The first time you log in . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 Using this guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 Who should read this guide? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 2 Monitoring Customer Accounts 13 Logging on to the Partner SecurityDashboard . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 Adding new customers to the Partner SecurityDashboard . . . . . . . . . . . . . . . . . 14 Migrating existing customers to the Partner SecurityDashboard . . . . . . . . . . . . . 14 Creating orders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 Emails sent to new accounts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 What emails are sent . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 Who receives account emails . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 Monitoring customer security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 Viewing the security status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 Installing protection services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 Managing client computers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 Sending reports to customers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 Resolving security action items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 Monitoring customer subscriptions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 Tracking licenses and renewals . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 Resolving subscription and licensing action items . . . . . . . . . . . . . . . . . . . . 19 Getting partner reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 Managing customer correspondence . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 Updating customer contact information . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 Sending email to customers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 Configuring email for partner-managed customers . . . . . . . . . . . . . . . . . . . . 22 Working with customer data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 Searching for customer accounts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 Filtering customer data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 Printing your customer data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 Saving your customer data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24 Sending customer data in email . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24 Recommendations for monitoring customer accounts . . . . . . . . . . . . . . . . . . . . 25 Monitoring self-managed customers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 Monitoring partner-managed customers . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 Setting up your partner account profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26 3 Getting More Information 27 Frequently asked questions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27 3
  • 4. Partner SecurityDashboard User Guide Contents Partner SecurityDashboard documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 Site administrator documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 Client documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30 Contact information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31 Index 33 Page-Level Help Topics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
  • 5. 1 Introduction The Partner SecurityDashboard for McAfee Total Protection for Small Business enables McAfee partners to manage their small and medium business (SMB) customers by tracking their subscriptions and security status. About McAfee partners Tools for McAfee partners What is the Partner SecurityDashboard? Using this guide About McAfee partners McAfee partner programs offer training, tools, and incentives for providing McAfee security solutions to their SMB customers. There are two types of partners: This type of partner... Provides this service to their customers... Partner Security Service (PSS) Subscription, licensing, and renewal management. partner Site security management. Non-PSS partner Subscription, licensing, and renewal management. Some partners might be a combination of both types. For more information about partner programs, visit the websites listed in Contact information on page 31. 5
  • 6. Partner SecurityDashboard User Guide Introduction 1 Tools for McAfee partners Tools for McAfee partners McAfee offers these web-based tools to assist partners with managing their customer accounts: McAfee Security Alliance eXchange (MAX) — A management portal for partners in the McAfee Security Alliance Program that provides access to real-time SKU, MSRP pricing, and solution configuration for all McAfee security products. It supplements existing price lists and provides automated assistance for solution configuration and opportunities to sell additional McAfee products. Partner Portal — A management portal for partners with features for creating trial subscriptions, placing orders, generating business reports detailing order information, and maintaining customer profiles. The Partner Portal also allows partners to create subaccounts allowing access only to information needed to perform particular functions (for example, sales, support, or administration functions). Partner SecurityDashboard — A management portal for partners that displays customer security and subscription-related information for SMB managed products. This tool enables partners to easily track subscription data and action items for all customers, and provide value-added service by remotely installing McAfee security software and monitoring ongoing security at customer sites using the McAfee SecurityCenter website. See Contact information on page 31 for information about accessing these and other McAfee websites. What is the Partner SecurityDashboard? The Partner SecurityDashboard is a secured management console that facilitates remote order and reporting administration. It supports Total Protection sales made through the McAfee Network Operations Center. The Partner SecurityDashboard enables McAfee partners to efficiently monitor their SMB customer accounts by consolidating important information about subscriptions and security status into a single report interface. <Is there a more appropriate term than Network Operations Center?> Which types of customers can you monitor? What information is displayed? Which tasks can you perform? How can you access the Partner SecurityDashboard? How can you display customer data? The first time you log in 6
  • 7. Partner SecurityDashboard User Guide Introduction 1 What is the Partner SecurityDashboard? Which types of customers can you monitor? Use the Partner SecurityDashboard to monitor accounts for two types of customers: Self-managed They purchase protection services from you but monitor their own site security. You keep track of which protection services they have purchased, ensure that subscriptions and licenses remain current, and ensure they have enough licenses available to meet their needs. Partner-managed They purchase protection services and security monitoring from you. You keep track of which protection services they have purchased, ensure that subscriptions and licenses remain current, and ensure they have enough licenses available to meet their needs. In addition, you monitor security for their client computers by checking their SecurityCenter website to track detections and security status. You can specify the customer type in the partner account profile (see Configuring email for partner-managed customers on page 22). Before you can access security data for your partner-managed customers, they must Note sign a PSS customer agreement in which they agree to let you access and monitor their web-based security reports. You should keep a copy of the agreement. What information is displayed? The information displayed in the Partner SecurityDashboard depends on: Partner type -- Are you a PSS partner, non-PSS partner, or combination of both? See About McAfee partners. Customer type -- Do you or your customers manage customer security? See Which types of customers can you monitor? 7
  • 8. Partner SecurityDashboard User Guide Introduction 1 What is the Partner SecurityDashboard? For self-managed customers... For partner-managed customers... The type and number of The type and number of 1 1 subscriptions, expiration date, and subscriptions, expiration date, and number of licenses in use and number of licenses in use and available. available. Subscription-related action items. Subscription-related action items 2 2 and links to remediation instructions. A link to send information from the A link to send information from the 3 2 3 2 Partner SecurityDashboard in email. Partner SecurityDashboard in email. Security-related action items and 1 3 4 links to remediation instructions. A link to the Computers page on the 1 6 5 customer’s SecurityCenter, which lists the computers where protection services are installed. A link to install protection services 6 2 7 on new computers. A link to send a summary security 1 8 7 report to customers. 8
  • 9. Partner SecurityDashboard User Guide Introduction 1 What is the Partner SecurityDashboard? For self-managed customers... For partner-managed customers... Links to the customer’s 8 2 9 SecurityCenter, where security status and reports are available. A link to edit the customer’s profile 2 9 5 4 on the Partner Portal. Additional features in the Partner SecurityDashboard enable you to: Send email messages to your customers. Send detailed security reports to your customers. Set up your partner account profile. Which tasks can you perform? Use the Partner SecurityDashboard to track information for self-managed and partner-managed customers. Order Management The Partner SecurityDashboard complements the sale of Total Protection with a console where you can: Create trial subscriptions and orders. View all subscriptions and expiration dates at-a-glance. View subscription actions required for your customers. View the number of computers where protection services are installed. Remote Security Management Through the single sign-on capability, you can access a customer’s SecurityCenter website to provide remote security management: Manage multiple customers through a single dashboard console. Create and view a separate SecurityCenter account for each customer: View security actions required for your customers. Create custom policies for virus and spyware protection, firewall protection, and browser protection. Edit customer contact information. <Move to first level?> Review security reports for your customers. Co-brand reports with your partner logo. <Move to first level?> Send security reports to customers. 9
  • 10. Partner SecurityDashboard User Guide Introduction 1 Using this guide How can you access the Partner SecurityDashboard? When you submit an approved partner agreement to McAfee, you can create a unique login name and password for these partner sites, which provide links to the Partner SecurityDashboard: The Partner Portal The MAX system See Logging on to the Partner SecurityDashboard on page 13 for more information. How can you display customer data? Customize the information that appears in the Partner SecurityDashboard by: Searching Locate a specific customer or all customers that share a common trait, such as all customers with the same area code. Filtering View all your customers at once, or display only customers that meet specific criteria, such as: A specific subscription status. A security status of action required. Trial or purchased subscriptions. Work with data in the Partner SecurityDashboard offline by printing it or saving it as a Microsoft Word document, a Microsoft Excel spreadsheet, or comma-separated text you can view in Microsoft Notepad. The first time you log in The first time you log in to the Partner SecurityDashboard you will see: A “getting started” page that describes how to use basic dashboard features. Review the information, then click <WHAT> to display information about your customers. PSS partners see a single entry listed for their account with McAfee. To view their customers as separate entries in the Partner SecurityDashboard, they need to migrate their orders to new accounts (see ). Non--PSS partners see their customers listed as separate accounts in the Partner SecurityDashboard. Partners who are a combinationof PSS and non-PSS see both types of entries in the Partner SecurityDashboard. They need to migrate the orders for which they manage security as PSS partners. Using this guide This guide is intended to assist PSS partners and non-PSS partners who use the Partner SecurityDashboard to track customer subscriptions and monitor security at customer sites. 10
  • 11. Partner SecurityDashboard User Guide Introduction 1 Using this guide Who should read this guide? Conventions Who should read this guide? This information is designed for: PSS partners who track subscription and renewal information for their customers and who monitor security for their customers. Non-PSS partners who track subscription and renewal information for their customers. 11
  • 12. Partner SecurityDashboard User Guide Introduction 1 Using this guide Conventions This guide uses the following conventions: Bold All words from the user interface, including options, menus, buttons, and Condensed dialog box names. Example: Type the User name and Password of the desired account. Courier The path of a folder or program; text that represents something the user types exactly (for example, a command at the system prompt). Example: The default location for the program is: C:Program FilesMcAfeeEPO3.5.0 Run this command on the client computer: C:SETUP.EXE Italic For emphasis or when introducing a new term; for names of product documentation and topics (headings) within the material. Example: Refer to the VirusScan Enterprise Product Guide for more information. Blue A web address (URL) and/or a live link. Visit the McAfee website at: http://www.mcafee.com <TERM> Angle brackets enclose a generic term. Example: In the console tree, right-click <SERVER>. Note: Supplemental information; for example, an alternate method of Note executing the same command. Tip: Suggestions for best practices and recommendations from McAfee for Tip threat prevention, performance, and efficiency. Caution: Important advice to protect your computer system, enterprise, Caution software installation, or data. Warning: Important advice to protect a user from bodily harm when Warning interacting with a hardware product. 12
  • 13. 2 Monitoring Customer Accounts This section describes how to use the Partner SecurityDashboard to monitor your customer accounts and protect your customers from viruses, spyware, potentially unwanted programs, and other threats. Logging on to the Partner SecurityDashboard Adding new customers to the Partner SecurityDashboard Migrating existing customers to the Partner SecurityDashboard Creating orders Monitoring customer security Monitoring customer subscriptions Managing customer correspondence Working with customer data Recommendations for monitoring customer accounts Setting up your partner account profile Logging on to the Partner SecurityDashboard Access the Partner SecurityDashboard through links on two McAfee partner websites. No other login credentials are required. <THIS MIGHT CHANGE SO THAT PSS PARTNERS GO DIRECTLY TO THE PD WITHOUT GOING THROUGH THE PP.> To link from the McAfee Partner Portal: 1 In your Internet Explorer browser window, type www.mcafeeasap.com/pp. 2 When prompted, enter your user name and password. McAfee sent this information to you in an email message. 3 In the Partner Portal, click the Partner SecurityDashboard link. To link from the McAfee Security Alliance eXchange (MAX): 1 In your Internet Explorer browser window, type www.mcafee.com/us/partners/default.asp. 13
  • 14. Partner SecurityDashboard User Guide Monitoring Customer Accounts 2 Adding new customers to the Partner SecurityDashboard 2 When prompted, enter your user name and password. 3 In the left pane of the MAX window, click SMB SecurityDashboard. Adding new customers to the Partner SecurityDashboard When you place an order or create a trial subscription, your customer data is added to the Partner SecurityDashboard automatically. Updates to subscription information might take up to an hour to appear in the Partner Note SecurityDashboard. Migrating existing customers to the Partner SecurityDashboard PSS partners initially see only one account listed in the pd, which is their own account as a customer with McAfee. To view separate accounts, they need to migrate each customer to its own account. Migration means moving a customer’s account out of your account to a separate account that includes a unique login for the SecurityCenter. After you migrate a customer account, it appears as a separate listing in the Partner SecurityDashboard, and you can log in to that customer’s SecurityCenter to manage security and reporting for that customer. To migrate an account: 1 In the Partner SecurityDashboard, click on the My Account tab, then select Migrate Customer. 2 For an account you want to migrate, select Select for Migrate under Partner Tasks. A page appears listing the order(s) for that customer. You can migrate one or multiple orders to a single, separate account. Typically, you would probably want to migrate all orders for a single customer to one account. 3 For each order that you want to migrate, select the checkbox under Partner Tasks. 4 Click Continue. If action items will appear in the SecurityCenter for the account you are setting up, a Note message warns you. For example, if a subscription will soon expire, a message lets you know. <What do we need to tell them about this?> 5 On the Customer Information page, enter or edit the contact information for the customer’s account. 6 Select Manage security for this customer if this is a partner-managed customer. Before you can access security data for your partner-managed customers, they must Note sign a PSS customer agreement in which they agree to let you access and monitor their web-based security reports. You should keep a copy of the agreement. 14
  • 15. Partner SecurityDashboard User Guide Monitoring Customer Accounts 2 Creating orders 7 Click Next. 8 On the Confirm Order Migration Details page, verify that the information is correct. If you need to edit any of the information, select Change and make the necessary modifications. 9 Click Migrate Order. A page notifies you whether the order was created successfully. From the confirmation page, you can select options for installing the software or sending the installation URL to client computers for installation. Creating orders Emails sent to new accounts What emails are sent When you place an order for Total Protection, you supply an email address, and the account is associated with that email address. After you submit the order: 1 McAfee processes the order. 2 McAfee sends three emails: This email... Contains... Welcome The download URL and instructions for installing the protection services, accessing documentation, and contacting customer support. Login credentials Instructions for logging on to the McAfee SecurityCenter administrative website and changing your password. Grant letter The grant number for the order, which is required for customer support. 3 If the order includes , McAfee sends an additional email: For Total Protection Advanced, McAfee sends an email with instructions for changing the MX (Mail eXchange) records so that email is routed through McAfee servers and checked for threats before being delivered to the customer. For a standalone version of the Secure Messaging Service, McAfee sends an email explaining how to activate the service. Who receives account emails Who the account emails are sent to depends on: 15
  • 16. Partner SecurityDashboard User Guide Monitoring Customer Accounts 2 Monitoring customer security Who manages security for the account (Which types of customers can you monitor? on page 7 and xxxxx). The setting for the Send email to partner-managed customers option in the Partner Profile (see Configuring email for partner-managed customers on page 22). Customer type Send email to partner- Account email sent to managed customers Self-managed Not applicable Customer Partner-managed Not selected Partner Partner-managed Selected Customer Monitoring customer security The Partner SecurityDashboard provides features to help PSS partners oversee site security for your customers who want complete outsourced security. Viewing the security status Installing protection services Managing client computers Sending reports to customers Resolving security action items Viewing the security status The Partner SecurityDashboard enables PSS partners to access a partner-managed customer’s SecurityCenter website to check the overall security status, view reports, and perform other administrative tasks. To view detailed instructions for administrative tasks, click the help ( ? ) link on any Note SecurityCenter page. To open the main page of the SecurityCenter: Under Customer, click the company name. OR Under Partner Tasks, select View SecurityCenter from the drop-down list. Additional links on the Partner SecurityDashboard open other pages within a customer’s SecurityCenter. Under Action Required, select a link to open remediation instructions for subscription and security issues. Under Computers, select a link to open the Computers page, which lists the client computers where protection services are installed. Under Partner Tasks, select an option from the drop-down list to open the corresponding page in the SecurityCenter or Partner Portal. 16
  • 17. Partner SecurityDashboard User Guide Monitoring Customer Accounts 2 Monitoring customer security Installing protection services From the Partner SecurityDashboard, PSS partners can install one or more protection services on a partner-managed customer’s client computers. To install protection services on new computers: 1 Under Partner Tasks, select Add Computer from the drop-down list. OR Under Action Required, click a <service> not installed action item. In a new window, the Installation Wizard opens, where you can select which services to install on which computers. 2 Follow the instructions on your screen, or click the help ( ? ) link for additional assistance. Managing client computers The Partner SecurityDashboard shows the number of client computers where protection services are installed. If a customer has purchased more than one protection service, the Partner SecurityDashboard lists the number of computers where each service is installed. PSS partners can open a customer’s SecurityCenter to display detailed information about these client computers. To display a list of client computers: Under Computers, click the quantity listed for a protection service. In a new window, the Computers page opens from the customer’s SecurityCenter. It lists the status of all client computers where the protection service is installed. Sending reports to customers You can send automatic reports to your partner-managed customers from the Partner SecurityDashboard. A summary report with data from the customer’s main SecurityCenter page. This is comparable to the report generated by clicking the Email button on that page, but you can send it directly from the Partner SecurityDashboard. Detailed reports selected from the Reports page of the customer’s SecurityCenter. For example, you can send your customer the Detection History report on a monthly or quarterly basis, to show the value of the Total Protection solution. To send a summary report to a customer: 1 Under Partner Tasks, select Send account information from the drop-down list. The Send SecurityCenter Report page opens, preaddressed to the customer. 2 Type your message, a new subject, and additional email addresses (optional). 3 Click Send. A copy of the customer’s SecurityCenter page is attached to the message in .MHTM format. 17
  • 18. Partner SecurityDashboard User Guide Monitoring Customer Accounts 2 Monitoring customer security To send detailed reports to a customer: 1 Under Partner Tasks, select Send Reports from the drop-down list, then click More. OR Under Customer select a customer’s name, or under Partner Tasks select View SecurityCenter, then click the Reports tab in the SecurityCenter. 2 On the Reports page, click the link for a report. 3 At the top of the report, click the Email button. 4 Enter the email addresss(es). Select an address from the list on the right, then click Add, or type addresses directly into the list on the left. 5 Type your message and subject (optional). 6 Click Send. The selected report is attached to the message in .MHTM format. Resolving security action items The Partner SecurityDashboard lists these security issues as action items for partner-managed customers: <quantity> computers Client computers are not updated with the latest detection unprotected definition (DAT) files or software components. VirusScan plus The virus and spyware protection service has not been AntiSpyware not installed installed on client computers or the installation failed. Desktop Firewall not The firewall protection service has not been installed on installed client computers or the installation failed. Your email security service The subscription to the email security service has not been is not yet provisioned activated; you need to proceed with the activation process. To view instructions for resolving an action item: Click an action item. 18
  • 19. Partner SecurityDashboard User Guide Monitoring Customer Accounts 2 Monitoring customer subscriptions Monitoring customer subscriptions The Partner SecurityDashboard provides features to help you keep subscriptions and licenses up-to-date for your partner-managed and self-managed customers. Tracking licenses and renewals Resolving subscription and licensing action items Tracking licenses and renewals For each customer, the Partner SecurityDashboard displays information on trial subscriptions, purchased subscriptions, and licenses: The type of protection service subscriptions (purchased or trial). The number of licenses purchased. The number of licenses available (number of computers where service can be installed). The next date on which a subscription expires. Resolving subscription and licensing action items The Partner SecurityDashboard lists these subscription issues as action items: <service> licenses are The expiration date for the subscription occurs within 30 expiring days. <service> licenses are The expiration date for the subscription has passed. expired Too many licenses are in The service is installed on more computers than the use for <service> customer has purchased licenses for. To renew a subscription or purchase more licenses for partner-managed customers: 1 Under Action Required, click a subscription-related action item. An action item resolution page describes what needs to be done. 2 Place a new or renewal order by following your usual procedure. For self-managed customers, action items do not link to resolution instructions. Note However, you can still place a new or renewal order by following your usual procedure. 19
  • 20. Partner SecurityDashboard User Guide Monitoring Customer Accounts 2 Managing customer correspondence Getting partner reports Partner reports help you keep track of the orders and trial subscriptions for your customers. Report Description Trials Shows trials subscriptions that you have created. Use this report to track trial subscriptions and convert them into paid subscriptions. Orders Lists all orders for partners and child partners. Use this report to search for and view all orders that meet certain criteria. Trial-to-order Shows the number of trial subscriptions you have successfully conversions converted into paid orders. Use this report to keep track of your success rate for converting free trials. Managing customer correspondence Use Partner SecurityDashboard features to manage your email correspondence with your customers. Updating customer contact information Sending email to customers Configuring email for partner-managed customers Updating customer contact information The customer profile contains all the current information for contacting a customer. A subset of this information appears in the Customer column of the Partner SecurityDashboard. To edit a partner-managed customer’s profile: 1 Under Partner Tasks, select Edit Customer Profile from the drop-down list. In a separate window, the Customer Contact Profile Manager page opens in the Partner Portal. 2 Type updated information for your customer, where necessary. Note that the Manage security for this customer checkbox is selected to indicate this is a partner-managed customer. See Which types of customers can you monitor? on page 7 for more information about partner-managed accounts. Edit the profile for self-managed customers directly from the Partner Portal at Note www.mcafeeasap.com/pp. 20
  • 21. Partner SecurityDashboard User Guide Monitoring Customer Accounts 2 Managing customer correspondence Sending email to customers You can send email messages to customers directly from the Partner SecurityDashboard. To send email to a customer: 1 Under Customer, click the customer’s email address to open a blank, pre addressed email message in your local email application. 2 Type a subject and message, then click Send. See Sending reports to customers on page 17 for information on sending reports in Note email. 21
  • 22. Partner SecurityDashboard User Guide Monitoring Customer Accounts 2 Working with customer data Configuring email for partner-managed customers You specify whether a customer is self-managed or partner-managed when you create or migrate an order. For partner-managed customers, you select the Manage security for this customer checkbox (on the Customer Information page in the Partner SecurityDashboard or the Customer Contact Profile Manager page in the Partner Portal). Typically, McAfee sends email about accounts for self-managed customers to the customers. These emails include SecurityCenter login information and weekly security status summaries. McAfee sends emails about accounts for partner-managed customers to you. You can have McAfee send emails to the partner-managed customers instead by selecting an option in your partner account profile. See Which types of customers can you monitor? on page 7 for more information about partner-managed and self-managed customers. The setting for this option applies to all your partner-managed customer accounts. Note To have McAfee send email to partner-managed customers: 1 In the Partner SecurityDashboard, click the My Account tab. 2 Select the Send email to partner-managed customers option to have McAfee send account-related email directly to your customers. If this option is not selected, McAfee sends account-related email to you. This option applies to account-related email for all your customer accounts. Note 3 Click Save. Working with customer data The Partner SecurityDashboard includes features that let you locate data, display data, and work with data offline. Searching for customer accounts Filtering customer data Printing your customer data Saving your customer data Sending customer data in email 22
  • 23. Partner SecurityDashboard User Guide Monitoring Customer Accounts 2 Working with customer data Searching for customer accounts Find a particular customer account or all accounts that share particular information by using the search feature. To search for an account: 1 In the Find Customers box at the top of the Partner SecurityDashboard, type the information you want to search for. For example, type part of the company name or the email address. 2 Click Search. To clear a search and display all customer accounts: Click Reset. Filtering customer data Select the information displayed in the Partner SecurityDashboard according to the tasks you are trying to accomplish. The filtering feature lets you find all customers that meet a particular criterion, such as those with subscriptions that need to be renewed soon. To display partner-managed customers with security issues that need to be resolved: For Security status, select Action Required. See Resolving security action items on page 18 for more information. To display customers according to their subscription status: For Subscription status, select an option: All Do not filter by subscription status; show all statuses. About to Expire Show customers who have one or more subscriptions that will expire within 30 days. Expired Show customers who have one or more subscriptions that have expired. Too Many Subscriptions in Show customers who have installed a protection service on Use more computers than they purchased licenses for. To display customers with specific types of subscriptions: For Subscription type, select an option: All Do not filter by subscription type; show all types. Trial Show customers who have trial subscriptions. Order Show customers who have paid subscriptions. Printing your customer data Print the information listed in the Partner SecurityDashboard so you can refer to it when you are away from the computer. 23
  • 24. Partner SecurityDashboard User Guide Monitoring Customer Accounts 2 Working with customer data To print the contents of the Partner SecurityDashboard: 1 Click the Print button to display the information in a new window. 2 Click Send to printer. 3 Select options for printing, then click Print. Saving your customer data Save the information listed in the Partner SecurityDashboard when you need to convert it to another format or work with it off line. When you save the listing, additional information that you can link to online is also saved as part of the file. To save the contents of the Partner SecurityDashboard to a file: 1 Click the Save As button. 2 Select a format from the list: Comma-separated text (view in Microsoft Notepad) Microsoft Word Microsoft Excel Sending customer data in email You can send data from the Partner SecurityDashboard in an email message when you need someone else to resolve or follow up on issues. For example, you might filter the listing to show only customers with security issues, then send the listing to an IT expert who will resolve the issues. Or you might filter the listing to show only customers whose services are expiring, then send the listing to a sales representative to renew orders. To send Partner SecurityDashboard data in an email: 1 Select a Security status or Subscription status to filter the contents of the Partner SecurityDashboard so that only customers who meet specific criteria are displayed. 2 Click the Email button to open the Email Page. 3 Type the email address(es). 4 Type a subject and message, then click Send. See Sending reports to customers on page 17 for information on sending reports in Note email. 24
  • 25. Partner SecurityDashboard User Guide Monitoring Customer Accounts 2 Recommendations for monitoring customer accounts Recommendations for monitoring customer accounts Instructions for performing administrative tasks are provided in the SecurityCenter online help or the Product Guide (see Site administrator documents on page 29). Monitoring self-managed customers Monitoring partner-managed customers Monitoring self-managed customers McAfee recommends that you proactively check for subscriptions that will expire and renew them to prevent a lapse in protection. Also check to ensure that enough licenses are available to accommodate any new client computers that you anticipate being added to the account. 1 For Subscription status select the specific type of status you want to check. 2 Under Purch/Avail, check the number of available licenses. If you expect a customer to need more licenses than are available, take steps to purchase additional licenses. Monitoring partner-managed customers Monitoring subscriptions, renewals, and licenses as described in Monitoring self-managed customers. Also, McAfee recommends that you proactively track the types of suspicious programs, files, and activities being detected and where they are occurring. Initial tasks, repeated when needed 1 For each partner-managed customer, McAfee emails you a unique installation URL to install protection services. Install Total Protection by visiting the customer site or by forwarding the installation URL to the customer. <Can they use push install? silent install?> 2 After installation, access the customer’s SecurityCenter and create a policy of security settings. (The McAfee Default policy is in effect until you create a customized policy.) 3 Create groups of client computers, if needed, and assign a policy to each. This can be helpful if the customer has many client computers, or if the computers use different security settings. Recurring tasks 1 In the Partner SecurityDashboard, for Security status select Action Required, then check for action items that indicate security risks. Click an action item to view instructions for resolving the problem. 2 Monitor the customer’s status emails and security reports regularly. If you detect security risks, take steps to correct them or suggest solutions to your customer. 3 Send regular status summary reports to reassure your customer that you are actively monitoring security (see Sending reports to customers on page 17). 25
  • 26. Partner SecurityDashboard User Guide Monitoring Customer Accounts 2 Setting up your partner account profile 4 Send additional, detailed reports to your customers as needed (see Sending reports to customers on page 17). For example, you might want to send your customers the Detection History report on a monthly or quarterly basis, to show the value of the Total Protection solution. 5 Whenever your customer adds new computers, install protection services, then assign the correct group and policy. 6 For customers who have purchased the email security service, manage email security by logging on to https://login.mcafee-sms.com. From there you can select a customer, update their email policy, and review their quarantined messages. See the Product Guide for additional recommendations for managing virus and spyware Note protection and managing firewall protection. Setting up your partner account profile Use your partner account profile to designate the name of your company and whether your customer accounts are self-managed or partner-managed. To update your partner account profile: 1 Click the My Account tab. 2 Type your company name. 3 Specify whether McAfee should send security-related email directly to your partner-managed customers. When this option is not selected, McAfee sends security-related email to you. This option applies to security-related email for all your customer accounts. Note 4 Click Save. 26
  • 27. 3 Getting More Information This chapter explains where to find assistance for managing your SMB customer accounts: Frequently asked questions Partner SecurityDashboard documents Site administrator documents Client documents Contact information Frequently asked questions Does it matter what email address is used when installing Total Protection on a customer’s computers? Yes. The email address identifies client computers on your online security reports. An email address provides a link to the principal contact for that computer at the customer site. However, you can enter any description or leave the field blank. How do I configure Total Protection for my customers? Install Total Protection on the customer’s Microsoft servers, desktop computers, and laptops. The protection services are preconfigured to use the McAfee Default policy, with settings that provide a high level of security. You can also create a new policy with custom settings by visiting the customer’s SecurityCenter website. The virus and spyware protection service features a preconfigured on-access scanner and an on-demand scanner available for scheduled scans. Total Protection automatically updates and upgrades itself each time the system is rebooted and at regular intervals. It uploads status and detection data to the customer’s SecurityCenter, where you can retrieve security reports on virus, spyware, and firewall protection for each client computer and server. 27
  • 28. Partner SecurityDashboard User Guide Getting More Information 3 Frequently asked questions How can I view customer security reports? Select the customer’s company name in the Partner SecurityDashboard to open the customer’s SecurityCenter, then click the Reports tab to display links to the available reports. Reports are easy to read, providing summary and detailed information to help pinpoint risk concerns. You can also print reports; save them locally in Microsoft Word, Excel, or Notepad (comma-separated text) format; or send them to your customer in email. Can I view account subscriptions per customer? Yes. Using the SecurityCenter, you can access each customer’s order based on profile, grant number, and account-licensing terms. You can track all orders for upcoming renewals or account maintenance. Can security reports be co-branded? Yes. You can customize reports to better market to SMB customers. Select the customer’s company name in the Partner SecurityDashboard to open the customer’s SecurityCenter, click the My Account tab, and upload your logo to customize the appearance of the reports (see the SecurityCenter’s online help or Product Guide for instructions). The logo appears on all reports you send to your customer. How frequently do I need to review security reports for my customers? As a partner, you provide value to your customers by monitoring and managing security for their sites. In the PSS customer agreement, daily monitoring ensures that the value-added service is provided to customers routinely. It is your responsibility to monitor security at an appropriate frequency in accordance with the guidelines you have agreed to with your customers. What information can the reports provide to help me sell more products? Using security reports to identify security risks, you might recommend additional protection services or products such as operating system patch deployment, firewall configuration changes to reduce risk, hardware improvements, or procedural changes. How do I create groups of client computers for my customers? Select the customer’s company name in the Partner SecurityDashboard to open the customer’s SecurityCenter, then click the Groups + Policies tab to access options for creating groups of client computers that use the same policy (security settings). You can create groups, move client computers into groups, and assign a policy to groups with point-and-click ease. See the SecurityCenter’s online help or Product Guide for instructions. Can I use the Partner SecurityDashboard to monitor email security for my Total Protection Advanced customers? No. However, you can manage email security for your customers by logging on to https://login.mcafee-sms.com. From there you can select a customer, update their email policy, and review their quarantined messages. What if I have misplaced my user name and password for accessing the Partner SecurityDashboard? Contact your support representative for assistance. 28
  • 29. Partner SecurityDashboard User Guide Getting More Information 3 Partner SecurityDashboard documents What if customers have bought services from multiple vendors? If a customer has purchased some licenses from another vendor, the Partner SecurityDashboard displays the total number of subscriptions and licenses allocated to that customer. For example, if the customer purchased 10 licenses from you and 10 licenses from another vendor, you will see a total of 20 licenses listed for that customer. However, you will not see links to renew or purchase additional licenses if the customer’s most recent licenses were purchased from another vendor. Why don’t I see new customer subscriptions listed in the Partner SecurityDashboard? Customer subscription information is updated at regular intervals, and might take up to an hour for to appear in the Partner SecurityDashboard. Partner SecurityDashboard documents Documentation is available to assist you with using the features of the Partner SecurityDashboard. To view Partner SecurityDashboard documentation: 1 Click the Help tab. 2 Select a document link. Partner SecurityDashboard Brief introduction to the Partner SecurityDashboard, Guide instructions for performing the tasks used to monitor customer subscriptions and security, frequently asked questions, and additional resources. Available in .PDF format. Partner Release Notes Overview of new features for this release of the Partner SecurityDashboard. Available in text format. Site administrator documents Documentation available from the SecurityCenter describes how to perform administrative tasks for your partner-managed customers, such as installing Total Protection, setting up groups and policies, and generating reports. To view online help from the SecurityCenter: On any page of the customer’s SecurityCenter, click the help ( ? ) link in the upper-right corner for information about that page. Access additional information with the table of contents, the index, or the search feature. 29
  • 30. Partner SecurityDashboard User Guide Getting More Information 3 Client documents To view administrator documents: 1 In the SecurityCenter, click the Help tab. 2 Select a link to display available documentation. Quick Start Guide A short “getting started” with information on basic product features and administrative tasks. Recommended for hands-off administrators who plan to use McAfee’s default security settings and monitor security status through their weekly status email. Available as a .PDF document. Product Guide Product introduction and features; detailed instructions for configuring the software; information on deployment, recurring tasks, and operating procedures. Recommended for administrators who manage large organizations or want to customize security settings and actively monitor client computers. Available as a .PDF document. Release Notes ReadMe. Product information, resolved issues, known issues, and last-minute additions or changes to the product or its documentation. Available as a text document. Client documents Client computer users who have questions about their protection services can access online help from links in the product software. To view online client help: Click help on any window displayed by the client software. OR Right-click in the system tray and select Help. If the product’s built-in help system appears incorrectly on a client computer, its version Tip of Microsoft Internet Explorer might not be using ActiveX controls properly. These controls are required to display the help file. Make sure the latest version of Internet Explorer is installed with its Internet security settings set to Medium. To view online client installation instructions: Click the help link on any installation dialog box to display instructions on using the URL installation method. The help file also contains instructions for preparing to install, testing, uninstalling, and troubleshooting installation issues. 30
  • 31. Partner SecurityDashboard User Guide Getting More Information 3 Contact information Contact information ® Threat Center: McAfee Avert Labs http://www.mcafee.com/us/threat_center/default.asp Avert Labs Threat Library http://vil.nai.com Avert Labs WebImmune & Submit a Sample (Logon credentials required) https://www.webimmune.net/default.asp Avert Labs DAT Notification Service http://vil.nai.com/vil/signup_DAT_notification.aspx Partner Sites McAfee Partner Programs www.mcafee.com/partners McAfee Partner Security Alliance www.mcafee.com/us/partners/default.asp McAfee Security Alliance Partner Program www.McAfeeSecurityAlliance.com Partner Portal www.mcafeeasap.com/pp Download Site http://www.mcafee.com/us/downloads Product Upgrades (Valid grant number required) Security Updates (DATs, engine) HotFix and Patch Releases For Security Vulnerabilities (Available to the public) For Products (ServicePortal account and valid grant number required) Product Evaluation McAfee Beta Program Technical Support http://www.mcafee.com/us/support/ KnowledgeBase Search http://knowledge.mcafee.com/ McAfee Technical Support ServicePortal (Logon credentials required) https://mysupport.mcafee.com/eservice_enu/start.swe Customer Service Web http://www.mcafee.com/us/support/index.html http://www.mcafee.com/us/about/contact/index.html Phone — US, Canada, and Latin America toll-free: +1-888-VIRUS NO or +1-888-847-8766 Monday – Friday, 8 a.m. – 8 p.m., Central Time Professional Services Small and Medium Business: http://www.mcafee.com/us/smb/services/index.html 31
  • 32. Partner SecurityDashboard User Guide Getting More Information 3 Contact information 32
  • 33. Index A Avert Labs notification service K accounts, customer for updates 31 KnowledgeBase search 31 see self-managed customers, updates, website 31 partner-managed customers detailed reports, sending to L action items customers 17 licenses, monitoring 19 filtering by 23 documentation for logging on to the Partner client computers 30 SecurityDashboard 13 resolving security issues 18 resolving subscription issues 19 Partner SecurityDashboard 29 M viewing 23 SecurityCenter 29 MAX ActiveX controls 30 download website 31 defined 6 administrator documentation 29 E logging on to the Partner audience for this guide 11 SecurityDashboard from 13 email security service Avert Labs Threat Center 31 McAfee Partner Programs 31 action item for 18 Avert Labs Threat Library 31 McAfee Partner Security Alliance 31 managing email security 26 McAfee Security Alliance Partner B emails Program 31 beta program website 31 security emails for monitoring partner-managed customers 22 client computers 17 C sending messages to customers 21 security 16–18 clearing search data 23 sending reports to customer 17 security for partner-managed client computers customers, recommendations documentation for 30 updating contact information for 25 20 monitoring 17 subscriptions 19, 25 evaluating McAfee products, contact information, updating 20 download website 31 My Account tab 22 customer data F O clearing a search 23 filtering customer data 23 online help for filtering 23 client computers 30 printing 23 G Partner SecurityDashboard 29 saving 24 getting information SecurityCenter 29 searching for 23 for administrators 29 opening customer service, contacting 31 for users 30 SecurityCenter website 16 customers, partner-managed data displayed for 7 H P defined 7 help, viewing partner account profile 26 guidelines for monitoring 25 for client software 30 Partner Portal sending security emails to 22 for Partner SecurityDashboard defined 6 29 customers, self-managed logging on to the Partner for SecurityCenter 29 SecurityDashboard from 13 data displayed for 7 HotFix and Patch releases (for URL for 31 defined 7 products and security guidelines for monitoring 25 vulnerabilities) 31 Partner SecurityDashboard information displayed 7 D I logging on 13 dashboard information online help for 29 see Partner SecurityDashboard for administrative tasks 29 partner-managed customers DAT files for client computer users 30 data displayed for 7 installing protection services 17 33
  • 34. Partner SecurityDashboard User Guide Index defined 7 guidelines for monitoring 25 guidelines for monitoring 25 monitoring tasks 19 sending security emails to 22 resolving action items 19 partners summary report, sending to tools for 6 customers 17 portals for partners 6 T printing customer data 23 technical support, contacting 31 product upgrades 31 Threat Center (See Avert Labs) professional services, McAfee threat library 31 resources 31 tools 6 profile training, McAfee resources 31 customer account 20 partner account 26 U updating R customer profile 20 renewals, monitoring 19 partner profile 26 reports upgrade website 31 detailed 18 URLs sending to customers 17 for McAfee Partner Programs 31 summary 17 for McAfee Partner Security resolving Alliance 31 security issues 18 for McAfee Security Alliance subscription issues 19 Partner Program 31 for Partner Portal 31 S user documentation 30 saving customer data 24 using this guide searching for customer data audience 11 clearing a search 23 how to search 23 V security viewing issues, resolving 18 action items 23 monitoring 16–18 client computers 17 partner-managed customers, customer contact data 20 recommendations 25 customer data 22 self-managed customers, documentation for client recommendations 25 computers 30 updates, DAT files and engine 31 documentation for Partner vulnerabilities, releases for 31 SecurityDashboard 29 Security Headquarters (See Avert documentation for Labs) SecurityCenter 29 SecurityCenter security status 16 documentation for 29 subscription data 19 online help for 29 Virus Information Library (See Avert opening 16 Labs Threat Library) sending copy to customer 17 W self-managed customers WebImmune, Avert Labs Threat data displayed for 7 Center 31 defined 7 guidelines for monitoring 25 sending reports to customers 17 ServicePortal, technical support 31 submit a sample, Avert Labs WebImmune 31 subscriptions filtering customer data by status of 23 34
  • 35. Context-Sensitive Topics Page-Level Help Topics Summary Report Use this page to view a summary report of your customer accounts. You can search for specific customers or display only customers that meet specific criteria. The type of customer account determines what kind of information appears in this report. Only subscription information is displayed for self-managed customers. For Note partner-managed customers, information about their security status and links to their SecurityCenter are also displayed. Viewing the security status Installing protection services Managing client computers Sending reports to customers Resolving security action items Tracking licenses and renewals Resolving subscription and licensing action items Updating customer contact information Sending email to customers Searching for customer accounts Filtering customer data Printing your customer data Saving your customer data Sending customer data in email 35
  • 36. Partner SecurityDashboard User Guide Page-Level Help Topics Item Description Select Language Select the language in which you want the Partner SecurityDashboard to appear. <Add this to all pages?> New Customer Open the installation wizard to add a new customer account. <need complete definition> Security status Select the status of customers you want to display. Any -- Show all customers. Action Required -- Show customers who have security vulnerabilities that need to be resolved. Security status appears for partner-managed customers only. See Which types of customers can you monitor? for more information about partner-managed and self-managed customers. Subscription status Select the subscription status of customers you want to display. Any -- Show all customers. About to Expire -- Show only customers whose subscription will expire within 30 days. Expired -- Show only customers whose subscription has expired. Too Many Subscriptions in Use -- Show only customers who have installed protection services on more computers than they have purchased current subscriptions for. Subscription type Select the type of customer subscriptions you want to display. Any -- Show all customers. Trial -- Show only customers with trial subscriptions. Order -- Show only customers with paid subscriptions. Find Customers Type all or part of the text you want to search for. For example, type assoc to find a company name that includes the word Assoc. or Associates. Search Look for a customer account based on the information specified in the Find Customers box. Reset Clear the search criteria and display all customers who fit the selected Security status, Subscription status, and Subscription type. Print Open a second window from which you can print the contents of the Partner SecurityDashboard. Save As Save the contents of the Partner SecurityDashboard in comma-separated text, Microsoft Word, or Microsoft Excel format. The saved file contains additional information that you would access via links if you were online. Email Open the Email Page, which allows you to send a copy of the dashboard listing in an email message. Summary Report contents 36
  • 37. Partner SecurityDashboard User Guide Page-Level Help Topics Item Description Customer Shows the name and contact information for a customer. Click the customer name to display the McAfee SecurityCenter for the customer. (Available for partner-managed customers only.) Click the email address to open a blank email message addressed to the customer. Action Required Shows problems that need to be resolved. Click an action item to display instructions for resolving the problem. (Available for partner-managed customers only.) Service Shows the protection service(s) the customer has trial or purchased subscriptions for. Avail/Purch. For each protection service, shows the number of licenses that are still available and the total number purchased. Next Exp. Shows the next date when a customer’s protection service will expire. Computers Shows the number of client computers where a protection service is installed. Click a quantity to display the Computers page from the customer’s SecurityCenter site. (Available for partner-managed customers only.) Partner Tasks Select an action from the drop-down list to perform a task for the customer. (Available for partner-managed customers only.) Send Account Information -- Opens a page where you can select the type of information to send and which customers to send it to. Buy More | Renew -- Opens the Order Management page, where you can purchase or renew subscriptions. Create Trial -- Opens the Order Management page, where you can create a free 30-day trial order for a customer. Add Computer -- Runs the Installation Wizard to install protection services on additional computers. Send Reports -- Opens the Send SecurityCenter Report page, which allows you to email a summary report to the customer or access detailed reports. A summary report contains data from the customer’s main SecurityCenter page. View SecurityCenter-- Opens the customer’s SecurityCenter, which displays security status for all protection services. From the SecurityCenter, you can perform administrative tasks and access detailed reports. Edit Customer Profile -- Opens the customer’s profile (on the Partner Portal) so that you can update the information. Send Account Information page Use this page to send customers information related to their account. Sending reports to customers 37
  • 38. Partner SecurityDashboard User Guide Page-Level Help Topics Item Description Details to send Select the information you want to send. Account Information -- O Product Installation Details -- O From email address Displays your email address. To email address(es) Shows the customer’s email address. Type additional email addresses if necessary. Separate multiple addresses with a comma. Send Send the selected messages to the specified customers. Cancel Return to the previous page without sending a message. Send SecurityCenter Report page <delete?> Use this page to send customers a summary report of their security status, which consists of the information displayed in the main page of their McAfee SecurityCenter website. The report is attached to an email message in .MHTM format. Sending reports to customers Item Description Report to send Indicates that you are sending the customer’s SecurityCenter page. More Open the Reports page on the customer’s SecurityCenter so you can select other reports to send in separate email messages. From email address Displays your email address. To email address(es) Shows the customer’s email address. Type additional email addresses if necessary. Separate multiple addresses with a comma. Subject Use the default subject for your message or type a new one. Your message Type a description of the information you are sending or any other message. Send Send the message. Cancel Return to the previous page without sending a message. Email page <delete?> Use this page to send the data from the Partner SecurityDashboard in an email message. Sending customer data in email Item Description Report to send Indicates you are sending the customer data from the Partner SecurityDashboard. From email address Displays your email address. To email address(es) Type email addresses where you want to send the data. Separate multiple addresses with a comma. Subject Use the default subject for your message or type a new one. 38
  • 39. Partner SecurityDashboard User Guide Page-Level Help Topics Item Description Your message Type a description of the information you are sending or any other message. Send Send the message. Cancel Return to the previous page without sending a message. ReportsPage Use this page to access reports containing information about your customer accounts. Item Description Trials Report Shows trials subscriptions that you have created. Use this report to track trial subscriptions and convert them into paid subscriptions. Orders Report Lists all orders for partners and child partners. Use this report to search for and view all orders that meet certain criteria. Trial-to-Order Conversions Trials Report Use this report to track trial subscriptions and convert them into paid subscriptions. Item Description Subscription status Select the subscription status of customers you want to display. Any -- Show all customers with trial subscriptions. About to Expire -- Show only customers whose trial subscription will expire within 30 days. Expired -- Show only customers whose trial subscription has expired. Product Select the McAfee product for which you want to show trial subscriptions. Date Select the beginning and end dates for the trial subscriptions you want to display. For each, you can type the date or click the calendar icon, then select the date. Find Customers Type all or part of the text you want to search for. For example, type assoc to find a company name that includes the word Assoc. or Associates. Search Look for a customer account based on the information specified in the Find Customers box. Reset Clear the search criteria and display all customers who fit the specified Product and Date. Eval Date Eval Expiry Date Number of Downloads Service Customer Name Customer Company Email Address 39
  • 40. Partner SecurityDashboard User Guide Page-Level Help Topics Item Description Phone/Fax Address Action <What actions can they do?> Print Open a second window from which you can print the contents of the Partner SecurityDashboard. Save As Save the contents of the Partner SecurityDashboard in comma-separated text, Microsoft Word, or Microsoft Excel format. The saved file contains additional information that you would access via links if you were online. Email Open the Email Page, which allows you to send a copy of the dashboard listing in an email message. Orders Report Use this report to view and manage your customers with paid subscriptions. Item Description Product Select the McAfee product for which you want to show subscriptions. Date Select the beginning and end dates for the subscriptions you want to display. For each, you can type the date or click the calendar icon, then select the date. Find Customers Type all or part of the text you want to search for. For example, type assoc to find a company name that includes the word Assoc. or Associates. Search Look for a customer account based on the information specified in the Find Customers box. Reset Clear the search criteria and display all customers who fit the specified Product and Date. Order ID Partner Order Reference No. Order Date Order Amount Nodes Service Company Name Partner Company Name Print Open a second window from which you can print the contents of the Partner SecurityDashboard. Save As Save the contents of the Partner SecurityDashboard in comma-separated text, Microsoft Word, or Microsoft Excel format. The saved file contains additional information that you would access via links if you were online. Email Open the Email Page, which allows you to send a copy of the dashboard listing in an email message. 40
  • 41. Partner SecurityDashboard User Guide Page-Level Help Topics Trial-to-Order Conversions Report Use this report to convert accounts with existing trial subscriptions to paid subscriptions. Item Description Product Select the McAfee product for which you want to show subscriptions. Date Select the beginning and end dates for the subscriptions you want to display. For each, you can type the date or click the calendar icon, then select the date. Search Look for a customer account based on the information specified in the Find Customers box. Reset Clear the search criteria and display all customers who fit the specified Product and Date. Total Evaluations Converted to Orders Order ID Service Order Date Eval Date Email Address Company Name Partner Company Name Print Open a second window from which you can print the contents of the Partner SecurityDashboard. Save As Save the contents of the Partner SecurityDashboard in comma-separated text, Microsoft Word, or Microsoft Excel format. The saved file contains additional information that you would access via links if you were online. Email Open the Email Page, which allows you to send a copy of the dashboard listing in an email message. Partner Profile Use this page to specify your company name and where McAfee should send security-related email for your customer accounts. Setting up your partner account profile Configuring email for partner-managed customers Item Description Partner company name Type the name of your company. Send email to Select this checkbox if you want McAfee to send partner-managed customers security-related email directly to your customers. Security-related email includes weekly status reports and account login information. When this checkbox is not selected, McAfee sends security-related email to you. Note: This option applies to all your customers. 41
  • 42. Partner SecurityDashboard User Guide Page-Level Help Topics Item Description Partner Buy Page URL <Need definition> Save Save the changes you have made. Cancel Return to the previous page without saving changes. Help Use this page to access online product documentation and to contact customer support. Partner SecurityDashboard documents Item Description Partner SecurityDashboard Display a document that describes how to use the Partner Guide SecurityDashboard. It is recommended for Partner Security Services (PSS) partners and non-PSS partners who manage customer subscriptions or site security. You can view and print this document in PDF format. Partner Release Notes Display the Partner Release Notes file, which describes basic features for this release of the Partner SecurityDashboard. You can view and print this document in text format. Order Management Page Use this page to create or modify customer orders. Item Description Select subscription type Select the type of account you want to set up or manage. Order -- O Trial -- O Select Product Select the product for which you want to manage an order. After you select an order, additional related options appear on the page. Partner Order Reference Order Date Shows the date when subscription coverage began. Number of Licenses Subscription Length Service Level Product Type Select the version of the product: Small and Medium Business -- O Advanced -- O Next Proceed to the Customer Information pa ge. Cancel Return to the previous page without saving changes. Customer Information Page Use this page to keep current contact information for the customer. 42
  • 43. Partner SecurityDashboard User Guide Page-Level Help Topics Item Description Select subscription type Select the type of account you want to set up or manage. Order -- O Trial -- O Select Product Select the product for which you want to manage an order. After you select an order, additional related options appear on the page. Customer’s Login Information Email address Password/Confirm password Mailing Address Primary Contact Information Language Information Manage Cusotmer Security Back Return to the previous page without saving changes. Next or Update Proceed to the next page to verify the information you have entered. Cancel Return to the main Partner SecurityDashboard page without saving changes. Verify Customer Information Use this page to verify that you have entered customer information correctly, then submit your order. Item Description Edit Display the Customer Information page, where you can modify information. Create Order Cancel Return to the main Partner SecurityDashboard page without saving changes. Upload New Logo Use this page to upload a customized logo to appear on reports that you email to users and customers. The logo will appear in the upper-right corner of each SecurityCenter page. You will be able to preview the appearance of your logo before saving it. Item Description Upload New Logo Click to open a window that allows you to select a new logo. Delete Logo Click to remove the current logo from the site. If you have not uploaded a logo, this button does not appear. Cancel Click to return to the previous page. Any changes you made on this page are saved. 43
  • 44. Partner SecurityDashboard User Guide Page-Level Help Topics Migration Wizard: Select a customer to migrate Use this page to select the client computers that you want to move into an account on the Partner SecurityDashboard. Item Description Find Customers Type all or part of the text you want to search for. For example, type assoc to find a company name that includes the word Assoc. or Associates. Search Look for a customer account based on the information specified in the Find Customers box. Reset Clear the search criteria and display all customers. Customer Shows the name and contact information for a customer. Click the customer name to display the McAfee SecurityCenter for the customer. (Available for partner-managed customers only.) Click the email address to open a blank email message addressed to the customer. Service Shows the protection service(s) the customer has trial or purchased subscriptions for. Avail/Purch. For each protection service, shows the number of licenses that are still available and the total number purchased. Next Exp. Shows the next date when a customer’s protection service will expire. Computers Shows the number of client computers where a protection service is installed. Click a quantity to display the Computers page from the customer’s SecurityCenter site. (Available for partner-managed customers only.) Partner Tasks Select an action from the drop-down list to perform a task for the customer. (Available for partner-managed customers only.) Select for Migrate -- Opens a page where you can select the client computers you want to migrate. 44

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