Planning the installation

Article:HOWTO81277  |  Created: 2012-10-25  |  Updated: 2014-09-21  |  Article URL
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Planning the installation

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

Table: Installation planning




Step 1

Plan network architecture

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

Step 2

Review and purchase a license

Understand the product licensing requirements. Purchase a license within 30 days of product installation.

See Licensing Symantec Endpoint Protection Small Business Edition.

See Product license requirements.

Step 3

Review system requirements

Make sure that the computers on which you install the client and the management server software comply with the minimum system requirements.

See the knowledge base article: Release Notes and System Requirements for all versions of Symantec Endpoint Protection and Symantec Network Access Control

Step 4

Prepare computers for installation

To install both management server and clients, you must be logged on with an account that grants local administrator access. Uninstall third-party security software from your Windows computers by configuring your Symantec Endpoint Protection Small Business Edition client install package to automatically uninstall it. You can also manually uninstall third-party security software. Some programs may have special uninstallation routines. See the documentation for the third-party software.

Make sure that administrator access to remote client computers is available. Open firewalls (including ports and protocols) to allow remote deployment between Symantec Endpoint Protection Manager and the client computers.

See Preparing for client installation.

See Configuring client packages to uninstall existing third-party security software.

See Preparing Windows and Mac computers for remote deployment.

See About the communication ports that Symantec Endpoint Protection Small Business Edition uses.

Step 5

Prepare to install management server

Decide on the following items before installation of the management server:

  • A password for your login to the management console

  • An email address where you can receive important notifications and reports

See About basic management server settings.

Step 6

Install the management server

Install Symantec Endpoint Protection Manager.

See Installing Symantec Endpoint Protection Manager.

See Configuring Symantec Endpoint Protection Manager during installation.

Step 7

Prepare and deploy client software

  • Determine which method would work best in your environment to deploy the client software to your computers.

  • Install the Symantec Endpoint Protection Small Business Edition client on your endpoint computers.


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

See About client installation methods.

Step 8

Post-installation tasks

Verify that your computers are online and protected.

Become familiar with the features and functions of the Symantec Endpoint Protection Small Business Edition management console and perform configuration and optimization tasks.

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

See How to determine whether the client computer is connected and protected.

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