Sophos MSP How-to Guides

Sophos MSP How-to Guides

Contents

HOW TO:
Assign or Remove Endpoint Products to Computers 3 Setup Co-Branding for Sophos Central Accounts 13

Change Licensing from Server Standard to Advanced 4 Apply XG Services to a Device that has already been Registered 14

Download Central Endpoint Installer 5 Register a Sophos XG Device 18

Remove Sophos Central Admin Accounts from the Partner Dashboard 6 Enable Security Heartbeat™ on XG Firewall 21

Add an Administrator to Sophos Central Admin Account 7 Access MSP Connect Flex Usage Files 22

Change a License from Endpoint Advanced to Standard 8 Access the Sophos MSP Connect Trainings 23

Disable Tamper Protection in Sophos Central 9 Partner Portal Self-Administration 25

Transition a Term Central Account to a Monthly Account 10 Configure Email Alert Notifications 27

Setup Sophos Central Monthly Billing Account 12

 HOW TO: Assign or Remove Endpoint
Products to Computers

1. Login to the Central Admin account

2. Click on Endpoint Protection

in the left hand menu

3. Select Computers in the left hand menu

4. Click Manage Endpoint Software

5. Select your chosen software from the

software list on the left hand side

6. To assign software:
a. Check the Eligible Computers that
you want to assign the software to

b. Click the > arrow to move these

to Assigned Computers

7. To remove software:
a. Check the Assigned Computers that you
want to remove the software from

b. Click the < arrow to move these

to Eligible Computers

8. Click Save
 HOW TO: Change Licensing from Server
Standard to Advanced

Enabling any Server Advanced features (e.g. Server

Lockdown, CryptoGuard) in the server policy will
automatically change the license from Standard to
Advanced.

1. Login to the Central Admin account

2. Click on Server Protection

in the left hand menu

3. Click on Policies in the left hand menu

4. Click Add Policy in the top right corner

5. Select the policy you want to add from the

drop down menu, then click Continue

6. Give this policy a name.

7. Check the Available Servers to which

you wish to apply the policy

8. Click the > arrow to move them

to Assigned Servers

9. Click Save
 HOW TO: Download Central Endpoint
Installer

1. Login to the Central Admin account

2. Click on Protect Devices in

the left hand menu

3. Under Endpoint Protection, download

your preferred installer
 HOW TO: Remove Sophos Central Admin
Accounts from the Partner Dashboard

1. Create a support ticket requesting the account(s) removal

2. Sophos Support will work with the Sophos Engineering team to action your request.

3. Note: All trial accounts will be removed automatically 90 days after the trial ends.
 HOW TO: Add an Administrator to Sophos
Central Admin Account

1. Login to the Central Admin account

2. Go to the People tab on the left hand side

3. Click Add User

4. Fill in first & last name, email

Title 1
address, choose role

5. Click Save

6. The contact will now receive an

email to setup a password
 HOW TO: Change a License from Endpoint
Advanced to Standard

1. Login to the Central Admin account

2. Click the dropdown on the top

right next to the User Name

3. Click Licensing

4. Click Change License Type next to Endpoint

Advanced Protection

5. Select Switch to Standard Protection

 HOW TO: Disable Tamper Protection in
Sophos Central

1. Login to the Central Admin account

2. Click Global Settings in the left hand menu

3. Under General Settings select

Tamper Protection

4. Toggle on/off Tamper Protection

5. Click Save
 HOW TO: Transition a Term Central Account
to a Monthly Account

1. Login to the Customer’s

Central Admin account

2. Turn off Tamper Protection

a. Click Global Settings in the left hand menu

b. Under General Settings select Tamper

Protection

c. Toggle off Tamper Protection

d. Click Save

3. Log in to your Central Partner Dashboard

4. Set up the customer with a monthly

Central Admin account
a. Select the customer and then
click Create Monthly Account
 HOW TO: Transition a Term Central Account
to a Monthly Account

b. Use the customer’s information when

filling out the account data but DO NOT
use their email address. It is best to
create an email alias for each account
that you have access to (e.g. 123Inc@
yourdomain.com). You must use a unique
email address that hasn’t been used
for another Sophos Central account
otherwise it won’t create properly.

5. Launch the customer’s monthly

Central Admin account
a. Add users and deploy/provision
Sophos Central products

b. Monthly billing will automatically

start once you being deploying.

6. Turn Tamper Protection back

on (reverse step 2)
 HOW TO: Setup Sophos Central Monthly
Billing Account

1. Log in to your Central Partner Dashboard

2. Set up the customer with a monthly

Central Admin account
a. Select the customer and then
click Create Monthly Account

b. Use the customer’s information when

filling out the account data but DO NOT
use their email address. It is best to
create an email alias for each account
that you have access to (e.g. 123Inc@
yourdomain.com). You must use a unique
email address that hasn’t been used
for another Sophos Central account
otherwise it won’t create properly.

3. Launch the customer’s monthly

Central Admin account
a. Add users and deploy/provision
Sophos Central products

b. Monthly billing will automatically

start once you being deploying.
 HOW TO: Setup Co-Branding for Sophos
Central Accounts

1. Add your logo to your account

a. Login to the Sophos Central
Partner Dashboard

b. Click on the User Name dropdown

on the upper right corner

c. Click Account Details

d. Upload your Company Logo – it

will show up on all of the Sophos
Central accounts you manage.

2. Enable co-branding in your customers’

Sophos Central Admin Accounts
a. Login to the customer’s
Central Admin account

b. Click on the User Name dropdown

on the upper right corner

c. Click Account Details

d. Go to Co-branding and enable “Use

settings from Sophos Central Partner”
 HOW TO: Apply XG Services to a Device that
has already been Registered

1. Login to your mysophos account:

https://secure2.sophos.com/en-us/
mysophos/my-account.aspx

2. Under Network Protection,

click on View Devices
 HOW TO: Apply XG Services to a Device that
has already been Registered

3. Find your chosen firewall in the list, then

click Subscribe in the Actions column
 HOW TO: Apply XG Services to a Device that
has already been Registered

4. Click Add Subscription

 HOW TO: Apply XG Services to a Device that
has already been Registered

5. Enter the license key for this device.

This is shown on your license
schedule for the XG services

6. Click Verify
 HOW TO: Register a Sophos XG Device

1. Login to your mysophos account:

https://secure2.sophos.com/en-us/
mysophos/my-account.aspx

2. Click Network Protection

 HOW TO: Register a Sophos XG Device

3. Click Register Device

 HOW TO: Register a Sophos XG Device

4. Enter the serial number of your appliance

and other applicable information

5. Click Verify

Note: if you purchased a TotalProtect or

EnterpriseProtect bundle, the services should
activate when you register the serial number.
 HOW TO: Enable Security Heartbeat™
on XG Firewall

1. Login to the XG Firewall Interface

2. Click Control Center in the

left hand navigation

3. On the top right hand side, under

Security Heartbeat, click Configure

4. Add the Email Address and Password for

the Sophos Central Admin account that
you want to sync with the firewall. Click
Register. Security Heartbeat is now enabled

To verify that the Security Heartbeat

is setup
1. Login to the Sophos Central Admin account
that you synchronized with the XG Firewall

2. Go to Settings in the left hand navigation

3. Click Registered Firewall Appliances.

The serial number of the firewall that
you synced with the Sophos Central
account should now show up
 HOW TO: Access MSP Connect Flex
Usage Files

1. Login to the Partner Portal:

https://partnerportal.sophos.com

2. Click on Sales Zone and navigate to

the MSP Connect Flex Usage Files

Your usage file is pulled for billing purposes on the

22nd of each month. The current month’s usage file
will be uploaded after this date
 HOW TO: Access the Sophos MSP Connect
Trainings

1. Login to the Sophos Partner Portal:

https://partnerportal.sophos.com

2. Click on the Training & Certification

in the top navigation

3. Navigate to the Sophos Certified Sales

Consultant training. This will be under
either In Progress Certifications (if you’ve
already started some trainings), or Available
Certifications (if you haven’t yet started)

4. Click the + sign to the left of the

course name to expand the entry

5. Once expanded you will see

multiple courses listed. For the MSP
Connect Flex program, you’ll need
to complete the 3 trainings below.
You can do them in any order:

a. Sophos and Synchronized Security

b. Sophos Central

c. MSP Connect
 HOW TO: Access the Sophos MSP Connect
Trainings

6. If you already know the material, you can

go straight to the 10-question multiple
choice exam. Completing the exam
will qualify as passing the course.

Let your Sophos account manager know as soon as

you complete all 3 trainings so we can set you up
with monthly billings.
 HOW TO: Partner Portal Self-Administration

The Partner Portal self-administration lets you:

ÌÌ Manage your own Partner Portal users

 Set up new employees

 Edit access for opportunity management

 De-activate employees as roles change/

people leave your organization

ÌÌ Manage Sophos Central Partner Dashboard Access

 Enable or disable access in real time

You must be a Portal Admin to have these edit rights.

If you’re not sure whether you’re the Portal Admin
please contact your Sophos team.

Access the Self-Admin tool

1. Login to the Sophos Partner Portal,
then navigate to the Sales Zone

2. Click on Admin in the top navigation

 HOW TO: Partner Portal Self-Administration

Create a new user

1. Click on the New User button
on the right hand side

2. Enter the details of the new

user, then click Save

Create a profile for a new user, and edit

an existing user’s profile
1. In the User Administration view, find your
user in the list of users, then click the Edit
icon. You can use the search functionality
at the top of the page if needed
 HOW TO: Configure Email Alert Notifications

1. Login to the customer’s Sophos

Central Admin account

2. Go to the People tab on the left hand side

3. Click Add User

4. Fill in the details:

a. In the First & Last Name field
enter the company’s name

b. For the email address create

an email alias e.g. alerts.
customername@yourdomain.com

c. Choose the role – only Super Admins

and Admins get alerts via email

5. Click Save. An email will be sent to your

email alias to setup a password

6. Repeat this step for all of the Sophos

Central Admin accounts for which
you want to configure email alerts

7. Configure all of the email aliases you set

up to redirect to one central place e.g. your
main inbox or a dedicated alerts folder.
This makes managing alerts much easier

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Sophos is the registered trademark of Sophos Ltd. All other product and company names mentioned are trademarks or registered trademarks of their respective owners. 2017-08-22 HT-EN (GH)