• Identify the types of information you need to collect to help determine what type of CMS configuration to implement
• Install Client Management Suite
• Discover and import computer and user resources that you want to manage
• Deploy the Symantec Management Agent and plug-ins
• Create Organizational Views and Groups and assign resources to them
• Create and configure policies, tasks, and jobs and assign them to targets
• Troubleshoot common problems with installation and managing of Client Management Suite
• Creating reports and installing and configuring IT Analytics

Course Introduction

• Course objectives
• Course overview
• Lab environment introduction

Understanding SMP and CMS

• Introducing the platform
• Learning about the SMPCMS components
• Platform concepts
• How the platform works

Architecture

• Assess and Design
• Hardware Recommendations
• Supported operating systems
• Implementing CMS

Installing Client Management Suite

• Hardware requirements
• Software requirements
• Installing CMS
• Planning for a Migration or Upgrade

Using the Symantec Management Console

• Accessing the Symantec Management Console
• First time configuration
• Getting to know the Console
• Configuring the NS after installation
• Configuring CMS after installation
• Getting to know the enhanced console views

Discovering resources

• Introducing resource discovery methods
• Importing resources from AD
• Discovering network resources using Network Discovery
• Importing resources using Data Connector
• Discovering computers using domain resource discovery

Organizational Views and Groups

• Learning about organizational views and groups
• Creating and populating custom organizational views and groups
• Managing organizational views and groups

Install and configure the agents

• Managing computers with the Symantec Management Agent
• Installing the Symantec Management Agent
• Overview of the solution plug-ins
• Installing the solution plug-ins
• First time setup
• Verifying the solution plug-ins are installed
• Uninstalling the solution plug-ins
• Upgrading the solution plug-ins
• Understanding how communication works between the agents, NS, and site servers
• Understanding Maintenance Windows

Filters and Targets

• Introducing resource filters
• Managing and working with filters
• Creating and modifying filters
• Introducing targets
• Working with targets

Policies

• Getting to know policies
• Understanding user-based policies
• Understanding how the agent receives policies
• Configuring automation policies
• Managing shared schedules

Tasks and Jobs

• Overview of task management
• Creating and scheduling tasks and jobs
• Task management communication and processing

Security

• About security
• Creating and configuring security roles
• Assigning privileges to security roles
• Creating and configuring user accounts
• Adding members to a security role
• Assigning security permissions to folders and items
• About predefined roles

Reporting

• About reports
• Using and creating reports
• Configuring IT Analytics (ITA)
• Creating reports using ITA
• Creating custom reports

Site Management

• About site services
• About site maintenance
• Managing sites and site servers
• Assigning a site to a site server
• Managing agents and subnets
• Configuring package service settings
• Configuring task service settings

Cloud-enabled Management (CeM)

• About Cloud-enabled Management (CeM)
• Preparing your environement for CeM
• Setting up CeM

Replication

• Understanding replication
• Setting up and configuring replication
• Running replication

Hierarchy

• Understanding hierarchy
• Setting up a Notification Server hierarchy
• Configuring hierarchy replication
• Changing the hierarchy topology

Troubleshooting

• Learning about platform troubleshooting tools
• Using NSConfigrator
• Using Remote Altiris Agent Diagnostics
• Real-time System Manager
• Troubleshooting the Symantec Management Agent
• SSE Tools – Chevron

Backing up the server and database

• Symantec Management Platform components needed for recovery
• Backing up the IIS default web site virtual directories
• Backing up the Configuration Management Database (CMDB)
• Backing up core settings and configuration
• Cryptography Keys

Migration

• About Migration
• Readiness Checklist
• Post installation checklist
• Migration scenarios