Symantec 20032623 - Endpoint Protection Small Business Edition Implementation Manual

Symantec™ Endpoint

Protection Small Business

Edition Implementation

Guide

Symantec™ Endpoint Protection Small Business Edition

Implementation Guide

The software described in this book is furnished under a license agreement and may be used

only in accordance with the terms of the agreement.

Documentation version 12.01.00.00

Legal Notice

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This Symantec product may contain third party software for which Symantec is required

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accompanying the Software does not alter any rights or obligations you may have under

those open source or free software licenses. Please see the Third Party Legal Notice Appendix

to this Documentation or TPIP ReadMe File accompanying this Symantec product for more

information on the Third Party Programs.

The product described in this document is distributed under licenses restricting its use,

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Symantec Corporation

350 Ellis Street

Mountain View, CA 94043

http://www.symantec.com

Technical Support

Symantec Technical Support maintains support centers globally. Technical

Support’s primary role is to respond to specific queries about product features

and functionality. The Technical Support group also creates content for our online

Knowledge Base. The Technical Support group works collaboratively with the

other functional areas within Symantec to answer your questions in a timely

fashion. For example, the Technical Support group works with Product Engineering

and Symantec Security Response to provide alerting services and virus definition

updates.

Symantec’s support offerings include the following:

■ A range of support options that give you the flexibility to select the right

amount of service for any size organization

■ Telephone and/or Web-based support that provides rapid response and

up-to-the-minute information

■ Upgrade assurance that delivers software upgrades

■ Global support purchased on a regional business hours or 24 hours a day, 7

days a week basis

■ Premium service offerings that include Account Management Services

For information about Symantec’s support offerings, you can visit our Web site

at the following URL:

www.symantec.com/business/support/

All support services will be delivered in accordance with your support agreement

and the then-current enterprise technical support policy.

Contacting Technical Support

Customers with a current support agreement may access Technical Support

information at the following URL:

www.symantec.com/business/support/

Before contacting Technical Support, make sure you have satisfied the system

requirements that are listed in your product documentation. Also, you should be

at the computer on which the problem occurred, in case it is necessary to replicate

the problem.

When you contact Technical Support, please have the following information

available:

■ Product release level

■ Hardware information

■ Available memory, disk space, and NIC information

■ Operating system

■ Version and patch level

■ Network topology

■ Router, gateway, and IP address information

■ Problem description:

■ Error messages and log files

■ Troubleshooting that was performed before contacting Symantec

■ Recent software configuration changes and network changes

Licensing and registration

If your Symantec product requires registration or a license key, access our technical

support Web page at the following URL:

www.symantec.com/business/support/

Customer service

Customer service information is available at the following URL:

www.symantec.com/business/support/

Customer Service is available to assist with non-technical questions, such as the

following types of issues:

■ Questions regarding product licensing or serialization

■ Product registration updates, such as address or name changes

■ General product information (features, language availability, local dealers)

■ Latest information about product updates and upgrades

■ Information about upgrade assurance and support contracts

■ Information about the Symantec Buying Programs

■ Advice about Symantec's technical support options

■ Nontechnical presales questions

■ Issues that are related to CD-ROMs, DVDs, or manuals

Support agreement resources

If you want to contact Symantec regarding an existing support agreement, please

contact the support agreement administration team for your region as follows:

[email protected]Asia-Pacific and Japan

[email protected]Europe, Middle-East, and Africa

[email protected]North America and Latin America

Technical Support ............................................................................................... 4

Chapter 1 Introducing Symantec Endpoint Protection Small

Business Edition ............................................................ 17

About Symantec Endpoint Protection Small Business Edition ............... 17

What's new in version 12.1 ............................................................ 18

About the types of threat protection that Symantec Endpoint

Protection Small Business Edition provides ................................. 21

Protecting your network with Symantec Endpoint Protection Small

Business Edition .................................................................... 25

Getting up and running on Symantec Endpoint Protection Small

Business Edition for the first time ....................................... 26

Managing protection on client computers ................................... 29

Maintaining the security of your environment ............................. 30

Troubleshooting Symantec Endpoint Protection Small Business

Edition ........................................................................... 31

Section 1 Installing Symantec Endpoint Protection

Small Business Edition ....................................... 33

Chapter 2 Planning the installation ................................................... 35

Planning the installation ............................................................... 35

Components of Symantec Endpoint Protection Small Business

Edition ................................................................................. 37

Product license requirements ......................................................... 39

System requirements .................................................................... 41

About Symantec Endpoint Protection Manager compatibility with

other products ....................................................................... 43

Chapter 3 Installing Symantec Endpoint Protection

Manager .......................................................................... 45

Installing the management server and the console ............................. 45

Configuring the management server during installation ...................... 47

Contents

Accepting the self-signed certificate for Symantec Endpoint Protection

Manager ............................................................................... 47

Uninstalling Symantec Endpoint Protection Manager ......................... 48

Logging on to the Symantec Endpoint Protection Manager

console ................................................................................. 49

What you can do from the console ................................................... 51

Chapter 4 Managing product licenses ............................................... 55

Licensing Symantec Endpoint Protection .......................................... 56

About the trialware license ............................................................ 58

Purchasing licenses ...................................................................... 58

Where to buy a Symantec product license ......................................... 59

Activating your product license ...................................................... 59

Using the License Activation wizard ................................................ 60

Required licensing contact information ............................................ 61

About upgrading from trialware ..................................................... 62

About product upgrades and licenses ............................................... 62

About renewing your Symantec Endpoint Protection Small Business

Edition license ....................................................................... 63

About the Symantec Licensing Portal ............................................... 63

Maintaining your product licenses .................................................. 64

Checking license status ................................................................. 64

Downloading a license file ............................................................. 65

Licensing enforcement rules .......................................................... 65

Backing up your license files .......................................................... 66

Recovering a deleted license ........................................................... 67

Importing a license ....................................................................... 67

About multi-year licenses .............................................................. 68

Licensing an unmanaged client ....................................................... 68

Chapter 5 Preparing for client installation ....................................... 71

Preparing for client installation ...................................................... 71

Preparing Windows operating systems for remote deployment ............. 72

Chapter 6 Installing the Symantec Endpoint Protection Small

Business Edition client ................................................. 75

About client deployment methods ................................................... 75

Deploying clients using a Web link and email .............................. 76

Deploying clients by using Remote Push .................................... 77

Deploying clients by using Save Package .................................... 79

Restarting client computers ........................................................... 80

Contents8

About managed and unmanaged clients ........................................... 81

Installing an unmanaged client ....................................................... 82

Uninstalling the client .................................................................. 82

Chapter 7 Upgrading and migrating to Symantec Endpoint

Protection Small Business Edition ............................ 85

About migrating to Symantec Endpoint Protection Small Business

Edition ................................................................................. 86

Migrating from Symantec Client Security or Symantec

AntiVirus ............................................................................. 87

About migrating computer groups ............................................. 88

Migrating group settings and policy settings ............................... 88

Upgrading to a new release ............................................................ 90

Migrating a management server ..................................................... 90

Stopping and starting the management server service ........................ 91

Disabling LiveUpdate in Symantec AntiVirus before migration ............. 92

Disabling scheduled scans in Symantec System Center when you

migrate client computers ......................................................... 93

Turning off the roaming service ...................................................... 93

Uninstalling and deleting reporting servers ...................................... 94

Unlocking server groups in Symantec System Center .......................... 95

About upgrading client software ..................................................... 95

Upgrading clients by using AutoUpgrade .......................................... 96

Section 2 Managing protection on Symantec

Endpoint Protection Small Business

Edition .......................................................................... 99

Chapter 8 Managing groups of client computers .......................... 101

Managing groups of computers ..................................................... 101

How you can structure groups ...................................................... 103

Adding a group .......................................................................... 104

Blocking clients from being added to groups .................................... 104

Viewing assigned computers ........................................................ 105

Moving a client computer to another group ..................................... 105

Guidelines for managing portable computers ................................... 105

9Contents

Chapter 9 Managing clients ............................................................... 107

Managing client computers .......................................................... 107

About the client protection status icons .......................................... 108

Viewing the protection status of clients and client computers ............. 109

Viewing a client computer's properties ........................................... 110

About enabling and disabling protection ......................................... 111

About commands you can run on client computers ........................... 113

Running commands on the client computer from the console ............. 114

Converting an unmanaged client to a managed client ........................ 115

Chapter 10 Using policies to manage security ................................. 117

The types of security policies ........................................................ 118

Performing tasks that are common to all security policies .................. 119

Adding a policy .......................................................................... 121

Copying and pasting a policy ........................................................ 121

Editing a policy .......................................................................... 122

Locking and unlocking policy settings ............................................ 122

Assigning a policy to a group ........................................................ 123

Viewing assigned policies ............................................................. 124

Testing a security policy .............................................................. 124

Replacing a policy ....................................................................... 125

Exporting and importing policies .................................................. 125

Deleting a policy permanently ...................................................... 126

How the client computers get policy updates ................................... 126

Using the policy serial number to check client-server

communication .................................................................... 127

Chapter 11 Managing Virus and Spyware Protection ..................... 129

Preventing and handling virus and spyware attacks on client

computers ........................................................................... 130

Remediating risks on the computers in your network ........................ 132

Identifying the infected and at-risk computers ........................... 134

Checking the scan action and rescanning the identified

computers ..................................................................... 135

Managing scans on client computers .............................................. 136

About the types of scans and real-time protection ...................... 139

About the types of Auto-Protect .............................................. 142

About virus and security risks ................................................. 144

About the files and folders that Symantec Endpoint Protection

excludes from virus and spyware scans .............................. 146

Contents10

About submitting information about detections to Symantec

Security Response .......................................................... 151

About submissions throttling ................................................. 152

About the default Virus and Spyware Protection policy scan

settings ........................................................................ 153

How Symantec Endpoint Protection Small Business Edition

handles detections of viruses and security risks ................... 156

Setting up scheduled scans that run on Windows computers .............. 157

Setting up scheduled scans that run on Mac computers ..................... 159

Running on-demand scans on client computers ............................... 160

Adjusting scans to improve computer performance .......................... 161

Adjusting scans to increase protection on your client computers ......... 163

Managing Download Insight detections .......................................... 165

How Symantec Endpoint Protection Small Business Edition uses

reputation data to make decisions about files ............................ 169

How Symantec Endpoint Protection Small Business Edition protection

features work together .......................................................... 170

Enabling or disabling client submissions to Symantec Security

Response ............................................................................ 172

Managing the Quarantine ............................................................ 174

Using the Risk log to delete quarantined files on your client

computers ..................................................................... 175

Managing the virus and spyware notifications that appear on client

computers ........................................................................... 176

Chapter 12 Customizing scans ............................................................ 179

Customizing the virus and spyware scans that run on Windows

computers ........................................................................... 180

Customizing the virus and spyware scans that run on Mac

computers ........................................................................... 181

Customizing Auto-Protect for Windows clients ................................ 182

Customizing Auto-Protect for Mac clients ....................................... 183

Customizing Auto-Protect for email scans on Windows

computers ........................................................................... 184

Customizing administrator-defined scans for clients that run on

Windows computers ............................................................. 185

Customizing administrator-defined scans for clients that run on Mac

computers ........................................................................... 186

Randomizing scans to improve computer performance in virtualized

environments ...................................................................... 187

Modifying global scan settings for Windows clients .......................... 188

Customizing Download Insight settings .......................................... 189

11Contents

Changing the action that Symantec Endpoint Protection Small

Business Edition takes when it makes a detection ....................... 190

Allowing users to view scan progress and interact with scans ............. 192

Chapter 13 Managing SONAR .............................................................. 195

About SONAR ............................................................................ 195

About the files and applications that SONAR detects ......................... 196

Managing SONAR ....................................................................... 196

Monitoring SONAR detection results to check for false positives ......... 198

Enabling or disabling SONAR ....................................................... 200

Chapter 14 Managing Tamper Protection ......................................... 201

About Tamper Protection ............................................................. 201

Changing Tamper Protection settings ............................................ 202

Chapter 15 Managing firewall protection .......................................... 205

Managing firewall protection ........................................................ 205

How a firewall works ............................................................. 206

About the Symantec Endpoint Protection firewall ...................... 207

Creating a firewall policy ............................................................. 209

Enabling and disabling a firewall policy .................................... 210

Adjusting the firewall security level ......................................... 211

About firewall rules .................................................................... 212

About the firewall rule, firewall setting, and intrusion prevention

processing order ............................................................ 213

Changing the order of firewall rules ......................................... 213

How the firewall uses stateful inspection .................................. 214

About firewall rule application triggers .................................... 214

About firewall rule host triggers .............................................. 217

About firewall rule network services triggers ............................. 219

Setting up firewall rules .............................................................. 219

Adding a new firewall rule ...................................................... 220

Copying and pasting firewall rules ........................................... 221

Customizing firewall rules ..................................................... 221

Chapter 16 Managing intrusion prevention ...................................... 229

Managing intrusion prevention on your client computers .................. 229

How intrusion prevention works ................................................... 232

About Symantec IPS signatures ..................................................... 233

Enabling or disabling network intrusion prevention or browser

intrusion prevention ............................................................. 233

Contents12

Creating exceptions for IPS signatures ........................................... 234

Chapter 17 Managing exceptions ........................................................ 237

About exceptions to Symantec Endpoint Protection Small Business

Edition ............................................................................... 237

Managing exceptions for Symantec Endpoint Protection Small

Business Edition ................................................................... 238

Creating exceptions for Symantec Endpoint Protection Small Business

Edition ............................................................................... 240

Excluding a file or a folder from scans ...................................... 244

Excluding known risks from virus and spyware scans .................. 245

Excluding file extensions from virus and spyware scans .............. 245

Forcing scans to detect an application ...................................... 246

Specifying how Symantec Endpoint Protection Small Business

Edition handles an application that scans detect or that users

download ...................................................................... 247

Excluding a trusted Web domain from scans .............................. 247

Creating a Tamper Protection exception ................................... 248

Restricting the types of exceptions that users can configure on client

computers ........................................................................... 249

Creating exceptions from log events in Symantec Endpoint Protection

Manager ............................................................................. 249

Chapter 18 Configuring updates and updating client computer

protection ...................................................................... 251

Managing content updates ........................................................... 251

How client computers receive content updates ........................... 253

Configuring the LiveUpdate download schedule for Symantec

Endpoint Protection Manager ................................................. 255

Downloading LiveUpdate content manually to Symantec Endpoint

Protection Manager .............................................................. 256

Viewing LiveUpdate downloads ..................................................... 256

Checking LiveUpdate server activity .............................................. 256

Configuring Symantec Endpoint Protection Manager to connect to a

proxy server to access the Internet .......................................... 257

Enabling and disabling LiveUpdate scheduling for client

computers ........................................................................... 257

Configuring the LiveUpdate download schedule for client

computers ........................................................................... 258

13Contents

Chapter 19 Monitoring protection with reports and logs ............... 261

Monitoring endpoint protection .................................................... 261

Viewing a daily or weekly status report .................................... 263

Viewing system protection ..................................................... 264

Finding offline computers ...................................................... 265

Finding unscanned computers ................................................ 265

Viewing risks ....................................................................... 266

Viewing client inventory ........................................................ 266

Viewing attack targets and sources .......................................... 267

Configuring reporting preferences ................................................. 268

About the types of reports ............................................................ 268

Running and customizing quick reports ......................................... 270

Saving and deleting custom reports ............................................... 272

Creating scheduled reports ........................................................... 273

Editing the filter used for a scheduled report ................................... 274

Printing and saving a copy of a report ............................................ 275

Viewing logs .............................................................................. 275

About logs ........................................................................... 277

Saving and deleting custom logs by using filters ......................... 279

Running commands on the client computer from the logs .................. 280

Chapter 20 Managing notifications .................................................... 283

Managing notifications ................................................................ 283

How notifications work ......................................................... 284

About the preconfigured notifications ...................................... 285

About partner notifications .................................................... 288

Establishing communication between the management server and

email servers ....................................................................... 289

Viewing and acknowledging notifications ....................................... 289

Saving and deleting administrative notification filters ...................... 290

Setting up administrator notifications ............................................ 291

How upgrades from another version affect notification

conditions ........................................................................... 292

Chapter 21 Managing administrator accounts ................................. 295

Managing administrator accounts ................................................. 295

About administrator accounts ....................................................... 296

Adding an administrator account .................................................. 297

About access rights ..................................................................... 298

Configuring the access rights for a limited administrator ................... 299

Changing an administrator password ............................................. 299

Contents14

Allowing administrators to save logon credentials ............................ 300

Allowing administrators to reset forgotten passwords ....................... 300

Resetting a forgotten password ..................................................... 301

Resetting the administrator user name and password to admin ........... 302

Section 3 Maintaining your security

environment ............................................................ 303

Chapter 22 Preparing for disaster recovery ...................................... 305

Preparing for disaster recovery ..................................................... 305

Backing up the database and logs .................................................. 306

Section 4 Troubleshooting Symantec Endpoint

Protection ................................................................. 309

Chapter 23 Performing disaster recovery .......................................... 311

Performing disaster recovery ........................................................ 311

Restoring the database ................................................................ 312

Reinstalling or reconfiguring Symantec Endpoint Protection

Manager ............................................................................. 313

Chapter 24 Troubleshooting installation and communication

problems ........................................................................ 315

Downloading the Symantec Endpoint Protection Support Tool to

troubleshoot computer issues ................................................. 315

Identifying the point of failure of an installation .............................. 316

Troubleshooting communication problems between the management

server and the client ............................................................. 316

Viewing the client connection status on the client ...................... 318

How to determine whether the client is connected and

protected ...................................................................... 318

Investigating protection problems using the troubleshooting file

on the client .................................................................. 319

Stopping and starting the Apache Web server ............................ 320

Using the ping command to test the connectivity to the

management server ........................................................ 320

Checking the debug log on the client computer .......................... 320

Checking the inbox logs on the management server .................... 321

15Contents

Recovering client communication settings by using the

SylinkDrop tool .............................................................. 321

Troubleshooting communication problems between the management

server and the console or the database ..................................... 322

Verifying the connection with the database ............................... 323

Chapter 25 Troubleshooting reporting issues .................................. 325

Troubleshooting reporting issues .................................................. 325

Troubleshooting context-sensitive help for the reporting

console ............................................................................... 327

Changing reporting fonts to display Asian languages ........................ 327

Accessing reporting pages when the use of loopback addresses is

disabled .............................................................................. 328

About recovering a corrupted client System Log on 64-bit

computers ........................................................................... 329

Appendix A Migration and client deployment reference ................. 331

Where to go for information on upgrading and migrating .................. 331

Supported server upgrade paths .................................................... 333

Supported client upgrade paths ..................................................... 333

Migrations that are supported and unsupported for the Mac

client ................................................................................. 334

Feature mapping between 12.0 clients and 12.1 clients ...................... 335

Client protection features by platform ............................................ 338

Management features by platform ................................................. 339

Virus and Spyware Protection policy settings available for Windows

and Mac .............................................................................. 340

LiveUpdate policy settings available for Windows and Mac ................ 341

Increasing Symantec Endpoint Protection Manager disk space before

upgrading to version 12.1 ...................................................... 342

Index ................................................................................................................... 345

Contents16

Introducing Symantec

Endpoint Protection Small

Business Edition

This chapter includes the following topics:

■ About Symantec Endpoint Protection Small Business Edition

■ What's new in version 12.1

■ About the types of threat protection that Symantec Endpoint Protection Small

Business Edition provides

■ Protecting your network with Symantec Endpoint Protection Small Business

Edition

About Symantec Endpoint Protection Small Business

Edition

Symantec Endpoint Protection Small Business Edition is a client-server solution

that protects laptops, desktops, Mac computers, and servers in your network

against malware. Symantec Endpoint Protection combines virus protection with

advanced threat protection to proactively secure your computers against known

and unknown threats.

Symantec Endpoint Protection protects against malware such as viruses, worms,

Trojan horses, spyware, and adware. It provides protection against even the most

sophisticated attacks that evade traditional security measures such as rootkits,

zero-day attacks, and spyware that mutates. Providing low maintenance and high

power, Symantec Endpoint Protection Small Business Edition communicates over

1

Chapter

your network to automatically safeguard computers against attacks for both

physical systems and virtual systems.

This comprehensive solution protects confidential and valuable information by

combining multiple layers of protection on a single integrated client. Symantec

Endpoint Protection reduces management overhead, time, and cost by offering a

single management console and the single client.

See “About the types of threat protection that Symantec Endpoint Protection

Small Business Edition provides” on page 21.

What's new in version 12.1

The current release includes the following improvements that make the product

easier and more efficient to use.

Table 1-1 displays the new features in version 12.1.

Introducing Symantec Endpoint Protection Small Business Edition

What's new in version 12.1

18

Table 1-1

New features in version 12.1

DescriptionFeature

The most significant improvements include the following policy features to provide better

protection on the client computers.

■ The Virus and Spyware Protection policy detects threats more accurately while it reduces

false positives and improves scan performance with the following technologies:

■ SONAR replaces the TruScan technology to identify malicious behavior of unknown

threats using heuristics and reputation data. While TruScan runs on a schedule,

SONAR runs at all times.

See “Managing SONAR” on page 196.

■ Auto-Protect provides additional protection with Download Insight, which examines

the files that users try to download through Web browsers, text messaging clients,

and other portals. Download Insight uses reputation information from Symantec

Insight to make decisions about files.

See “Managing Download Insight detections” on page 165.

See “How Symantec Endpoint Protection Small Business Edition uses reputation

data to make decisions about files” on page 169.

■ Insight lets scans skip Symantec and community trusted files, which improves scan

performance.

See “Modifying global scan settings for Windows clients” on page 188.

■ Insight Lookup detects the application files that might not typically be detected as

risks and sends information from the files to Symantec for evaluation. If Symantec

determines that the application files are risks, the client computer then handles the

files as risks. Insight Lookup makes malware detection faster and more accurate.

See “Customizing administrator-defined scans for clients that run on Windows

computers” on page 185.

■ The Firewall policy includes firewall rules to block IPv6-based traffic.

See “Customizing firewall rules” on page 221.

■ The Intrusion Prevention policy includes browser intrusion prevention, which uses IPS

signatures to detect the attacks that are directed at browser vulnerabilities.

See “Enabling or disabling network intrusion prevention or browser intrusion prevention”

on page 233.

Better security against

malware

19Introducing Symantec Endpoint Protection Small Business Edition

What's new in version 12.1

Table 1-1

New features in version 12.1 (continued)

DescriptionFeature

Symantec Endpoint Protection Manager helps you manage the client computers more easily

with the following new features:

■ Centralized licensing lets you purchase, activate, and manage product licenses from

the management console.

See “Licensing Symantec Endpoint Protection” on page 56.

■ The Symantec Endpoint Protection Manager logon screen enables you to have your

forgotten password emailed to you.

See “Logging on to the Symantec Endpoint Protection Manager console” on page 49.

■ The Monitors page includes a set of preconfigured email notifications that inform you

of the most frequently used events. The events include when new client software is

available, when a policy changes, license renewal messages, and when the management

server locates unprotected computers. The notifications are enabled by default and

support the BlackBerry, iPhone, and Android.

See “About the preconfigured notifications” on page 285.

■ Improved status reporting automatically resets the Still Infected Status for a client

computer once the computer is no longer infected.

Faster and more

flexible management

To increase the speed between the management server and the management console,

database, and the client computers:

■ Virus and spyware scans use Insight to let scans skip safe files and focus on files at risk.

Scans that use Insight are faster and more accurate, and reduce scan overhead by up to

70 percent.

See “Modifying global scan settings for Windows clients” on page 188.

See “Customizing Auto-Protect for Windows clients” on page 182.

See “About commands you can run on client computers”on page 183 on page 183.

See “Adjusting scans to improve computer performance” on page 161.

■ LiveUpdate can run when the client computer is idle, has outdated content, or has been

disconnected, which uses less memory.

Better server and

client performance

In Symantec Enterprise Protection Small Business Edition, you can now deploy and manage

Mac clients on Symantec Endpoint Protection Manager for Symantec Endpoint Protection

Small Business Edition.

See “Deploying clients using a Web link and email” on page 76.

Support for Mac

clients

Introducing Symantec Endpoint Protection Small Business Edition

What's new in version 12.1

20

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