Adding new products using a Licensing Management Platform account

Procedure

1. Go to Customers → {customer name} → Products → Add.

   

   Important Assigning suite licenses to customers with existing service plans can result in duplicate licenses. To resolve this conflict, use Licensing Management Platform to assign the suite license and perform a suite crossgrade.

2. Specify the service plan, the start date, and the units per license.
3. Click Next > or Save.
4. Configure the default settings for the product. You can choose one of the following:

   Note This feature will show only if you selected Worry-Free Business Security Services.

   

   • Basic: Configure only the settings shown.
     • Approved List for Web Reputation and URL Filtering

       Note If you are adding a URL to the Approved list, make sure it has not been added to the Blocked List, and vice versa.

     • Blocked List for URL Filtering
     • Scheduled Scan for the Server and device
   • Templates: Go to Administration → Configure default setting templates to set up more settings, using a console similar to Worry-Free Business Security.
5. Click Save.
   The product/service is added and the details of the addition appear.

   Note If you are adding a Worry-Free Business Security product, make note of the Worry-Free Business Security Activation Code and complete the installation in the Licensing Management Platform console.

6. Click Connect to get information on how to connect the product/service to the console.