Manage OneView sites with bundle subscriptions

The OneView sites page displays both a summary of created sites and subscription details for individual sites. Adding a site in OneView gives control over assigned products, billing, and management of endpoints for managed customers. This article explains what site information to identify with customers in order to set up the site correctly and how to add the site in OneView.

Site information

Before adding a site, gather the following information to configure your customer's site appropriately. If you have already gathered this information, skip to the Add a site section. 

Site Details

Site details indicate the company name for the site, who the main point of contact is with their email, and the end date for the contract. 

For configuration, identify the following information:

• Site name
• Site contact name and email
• Site contract end date (Optional): This field has no impact on endpoint protection or billing even after the date passes.

Subscriptions

Subscription details indicate products assigned to the site and whether this is a paid or trial site. The products assigned are defined by the bundle options included. For details on what each bundle includes, see Bundle subscriptions in OneView. 

For configuration, you must identify the following information: 

• Subscription type: Subscription types include Paid or 14 day trial.
• ThreatDown Bundles: Choose a subscription bundle that includes the required protections and features for the site's needs.
• Device types and allocations: Understand the total amount of endpoints needing to be allocated for each type.
  • Workstations: Windows and MacOS workstations.
  • Servers: Windows and Linux servers.
  • Mobile: Android, ChromeOS, and iOS.

Managed Services

Managed Services indicates if Managed Detection and Response (MDR) or Managed Threat Hunting (MTH) is assigned to the site. If not included in the bundle, this section can be skipped during setup. 

For configuration, you must identify which contacts to include for the MDR team, General Data Protection Regulation (GDPR) requirements, and how Remediation or Isolation should be handled by the MDR team (applicable only for MDR). 

To learn more about these settings, click the link for the corresponding service:

• Configure Managed Detection and Response in OneView
• Configure Managed Threat Hunting in OneView

Settings

Settings determines the OneView console settings that are applied to the site. For configuration, you must identify the following information: 

• Group: The name of the default group for the site. 
• Schedules: Scheduled scans that are created and applied to the default group once the site is created. 
• Policy: The default policy is assigned to the site once it's created. 
• Assigned user(s): The main users assigned to manage this site. 

Add a site

1. In OneView, click Manage > Sites.
2. Click the Add Site button +. The Add a Site page opens. 
3. On the Site Details screen, complete the fields using the gathered information.
4. Click Next.
5. On the Subscriptions screen, complete the fields using the gathered information. 
6. Click Next. 
7. On the Managed Services screen, enter the required information to use these services. If there are no services included in the bundle, skip this step. 
8. Click Next
9. On the Settings screen, complete the settings fields using the gathered information. 
10. Click Save. 

Manage Subscription

1. In the left pane, click Manage > Sites.
2. To manage a subscription, click the row of a site you update. This expands the site's information page; click Subscriptions > Manage subscription.
3. Click Manage Subscription or Cancel Subscriptions to remove.
   
4. In the new window, update the subscription details for the selected bundle and allocation.
5. Click Next.  
6. Update the Managed Services selections here if they have changed, otherwise click Save.