Planning the installation

Article:HOWTO55061  |  Created: 2011-06-29  |  Updated: 2011-12-16  |  Article URL
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Planning the installation

Table: Installation planning summarizes the high-level steps to install Symantec Endpoint Protection.

Table: Installation planning




Step 1

Plan network architecture and review and purchase a license

Understand the sizing requirements for your network. In addition to identifying the endpoints requiring protection, scheduling updates, and other variables should be evaluated to ensure good network and database performance.

See Network architecture considerations.

For information to help you plan medium to large-scale installations, see the Symantec white paper, Sizing and Scalability Recommendations for Symantec Endpoint Protection.

Purchase a license within 30 days (Small Business Edition) or 60 days (full version) of product installation.

See Licensing Symantec Endpoint Protection.

Step 2

Review system requirements

Make sure your computers comply with the minimum system requirements and that you understand the product licensing requirements.

See the knowledge base article: System Requirements for Symantec Endpoint Protection and Network Access Control 12.1

See Product license requirements.

Step 3

Prepare computers for installation

Uninstall other virus protection software from your computers, make sure system-level access is available, and open firewalls to allow remote deployment.

See Preparing for client installation.

See Preparing Windows operating systems for remote deployment.

Step 4

Open ports and allow protocols

Remotely deploying the client requires that certain ports and protocols are open and allowed between the Symantec Endpoint Protection Manager and the endpoint computers.

See About firewalls and communication ports.

Step 5

Identify installation settings

Identify the user names, passwords, email addresses, and other installation settings. Have the information on hand during the installation.

See About the client installation settings.

Step 6

Install the management server

Install Symantec Endpoint Protection Manager.

If the network that supports your business is small and located in one geographic location, you need to install only one Symantec Endpoint Protection Manager. If your network is geographically dispersed, you may need to install additional management servers for load balancing and bandwidth distribution purposes.

If your network is very large, you can install additional sites with additional databases and configure them to share data with replication. To provide additional redundancy, you can install additional sites for failover support

See Setting up failover and load balancing.

See Installing the management server and the console.

Step 7

Migrate Symantec legacy virus protection software

If you are running legacy Symantec protection, you usually migrate policy and group settings from your older version.

See About migrating to Symantec Endpoint Protection.

Step 8

Prepare computers for client installation

Prepare for client installation as follows:

  • Identify the computers on which to install the client software.

  • Identify the methods to use to deploy the client software to your computers.

  • Uninstall third-party virus protection software from your computers.

  • Modify or disable the firewall settings on your endpoint computers to allow communication between the endpoints and the Symantec Endpoint Protection Manager.

  • Set up the console computer groups to match your organizational structure.

See Preparing for client installation.

Step 9

Install clients

Install the Symantec Endpoint Protection client on your endpoint computers.

Symantec recommends that you also install the client on the computer that hosts Symantec Endpoint Protection Manager.

See Deploying clients using a Web link and email.

Step 10

Post-installation tasks

See Getting up and running on Symantec Endpoint Protection for the first time.

See About the trialware license.

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