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SONICWALL
SONICWALL SonicPlatform Web Based Innovative Management User Guide
User Guide for SONICWALL models including: SonicPlatform Web Based Innovative Management, Web Based Innovative Management, Innovative Management, Management
SonicPlatform Administration Guide SonicWall Inc. SonicPlatform 1 giorno fa — The Notification Center gives a quick overview of the alerts and ... Click Invite New User. 57. SonicPlatform Administration Guide. Admin Settings. Page 58 ...
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Document Document
sonicplatform-administration guide SonicPlatform
Administration Guide
Contents
Overview
4
Sign Up for SonicPlatform
6
Account Settings
7
Organization Settings
7
Updating Domain of the Organization Account
8
Personal Settings
9
Organization Account
10
SonicPlatform Tour
11
Dashboard
15
Viewing and Managing Alerts
16
Definition of Alerts
16
Color Code of the Alerts
18
Map View
18
List View
19
Filtering Alerts
19
Saving Alerts Filter
22
Deleting Saved Filters
24
Exporting Alerts
25
Inventory
26
All Products
26
Filtering Products (All Products)
28
Customizing All Products Table
28
Exporting Product Details
29
Monthly Subscriptions
31
Provisioning an MSP
31
Provisioning a Tenant
33
Registering a Product and Multiple Products
35
Provisioning a Product on Monthly Subscription
37
Provisioning Capture Client, MDR Services, Cloud App Security, HES, NSv 50, and SMA Products 38
Provisioning NSv 270/470 Products
40
Provisioning TZ and NSa Devices
42
Limitations of Provisioning TZ and NSa Products under Monthly Billing
44
Editing Monthly Provisioning
44
SonicPlatform Administration Guide
2
Contents
Transferring Products
45
Transferring Products between Tenants
45
Transferring Products between Organization Accounts
47
Editing Tenant Details
48
Deleting a Product
48
Managing Monthly Subscription
49
Admin Settings
51
Users Access Management
51
User Groups
52
Monthly User Groups
54
Options for the Users Access Management
55
Advanced Filter
56
Modifying the User Management Permissions
56
Interpreting the Users Table
57
Inviting a New User
57
Assigning a Super Admin Role
58
Generating MSW API Key
59
Customizing Columns
59
Deleting a User
60
Creating a New User Group
60
Default User Group
60
Editing a User Group Name
61
Deleting a User Group
62
Adding Users to the User Group
63
Removing a User from the User Group
63
Defining or Modifying the Scope
64
Modifying the User Group Permissions
64
Setting Role Based Access
65
Getting Additional Help
67
SonicWall Support
68
About This Document
69
SonicPlatform Administration Guide
3
Contents
1
Overview
The SonicPlatform is a web-based innovative management platform designed to unify SonicWall products into a single integrated interface. The SonicPlatform is not only focused on streamlining management tasks but also delivers deep product integration that enables the sharing of contextual information across all enforcement points.
SonicPlatform gives you everything you need for management:
l Comprehensive visibility and
l Granular control and the capacity to govern the entire SonicWall network security operations with a greater clarity, precision, and speed.
The SonicPlatform is built to deliver a vision of comprehensive, intuitive, and unified management that greatly simplifies the oversight of cloud-based and on-premises infrastructures.
SonicWall has added numerous security and networking solutions, including Endpoint security, Wireless access, Cloud Email Security, and threat intelligence, along with its recent additions of Cloud Secure Edge (a Clouddelivered ZTNA solution as a service), and managed security services, such as Managed Detection and Response (MDR).
This platform is especially beneficial for MSPs, enabling them to manage multiple client environments, automate key tasks efficiently, reduce operational costs, enhance service delivery, and garner valuable insights--all through a single, user-friendly interface.
The SonicPlatform serves as a centralized hub for managing all client resources, with key features such as:
l Unified Console: A single, intuitive interface for managing all clients and their resources.
l Unified System Health Visibility: Comprehensive insights into the health and performance of clients' products including maintenance needs.
l Unified alerts
l Unified Inventory management
l Simplified onboarding of new partner, customer, product, and services.
l Enhanced Security Management: Advanced capabilities for detecting and mitigating threats.
l Expanded Inventory Management: Efficient management of clients' resources, including appliances, subscriptions, and licenses across on-premises and cloud environments.
This security management platform provides a SaaS (Software-as-a-Service) offering for ease of deployment.
SonicPlatform Administration Guide
4
Overview
The SonicPlatform is accessible on-demand, through the cloud, virtually with unlimited system scalability to support multiple tenants with thousands of security nodes under each one. The solution's redundant and distributed architecture enables organizations to centrally and reliably manage a single small network to one or more enterprise-class deployments with the flexibility to scale without increasing management and administrative overhead.
SonicPlatform Administration Guide
5
Overview
2
Sign Up for SonicPlatform
Sign up for the SonicPlatform at https://platform.sonicwall.com. When you sign up for the SonicPlatform account, a new Organization Account is created with a unique ID.
SonicPlatform Administration Guide
6
Sign Up for SonicPlatform
3
Account Settings
From the My Account, you can update MY PROFILE. The MY PROFILE is further categorized into:
l Organization Settings l Personal Settings
Organization Settings
Common settings that must be applied and maintained throughout the organization are grouped under Organization Settings. Only the Super Admin of the Organization Account can change the Organization settings.
Organization Organization ID: A unique ID of the account that was generated during sign-up. Information Company Name and Address: Super Admin can modify the Company Name and Address.
Organization The Super Admin can update the domain. For more information, refer to Updating Domain of
Domain
the Organization Account.
SonicPlatform Administration Guide
7
Account Settings
Organization This category includes Enforce 2 Factor Authentication and Configure External IDP to
Options
connect to resources. The individual user must configure the Personal Settings based on the
Organization Options preference set by the Super Admin.
Tax Information
Distributor Information
Renewal Contacts
Preferred Super Admin can select the preferred data center from the drop-down menu. Data Center
Renewal Days
By the default, the Renewal Days are set to 365 days. The Super Admin can edit and update the number between 1 to 365 days.
Set Inactivity Timeout
The default Set Inactivity Timeout is 240 minutes. The Super Admin can modify this value to 15 to 240 minutes.
The Super Admin can add or remove the tax information.
The Super Admin can add or remove the distributor information.
The Super Admin can add or remove the renewal contact to manage notifications, alerts, and renewal workflows.
Updating Domain of the Organization Account
NOTE: l Changing domain is recommended only when acquired a new organization or for any big organization change. l Only the Super Admin can update the Organization Account domain.
Existing employees with the old domain continue to work as-is. Employees belonging to the other domain, cannot be added to the Organization Account. All employees of the Organization Account get an email notification if any changes are made to the domain.
To update domain of the organization's account:
1. Login to SonicPlatform. 2. Navigate to My Account > MY PROFILE. 3. Click the Edit icon of the Organization Domain. 4. Enter the new domain to be added. 5. Click Save.
SonicPlatform Administration Guide
8
Account Settings
Personal Settings
Settings related to individual users are grouped under Personal Settings. From Personal Settings, logged-in users can:
l Update Email Address and Password l Edit the personal Name and Address of the logged-in user l Configure Organization Options enforced in the Organization Settings l Set the Time Zone l Enable pre-release access l Define Alert Settings
SonicPlatform Administration Guide
9
Account Settings
4
Organization Account
When you sign up for a new account, an account is created with a new Organization Account structure with a unique organization ID. The Organization Account follows the below organization structure. P1 has full access to all the organizational resources and P4 has the least access.
l P1: Super Admin l P2: Admin l P3: Employee l P4: Customer As the signed-up user is the first user of the Organization Account, the Super Admin role is assigned to the signed-up user by the default. The Super Admin can assign the Super Admin role up to four other employees.
SonicPlatform Administration Guide 10 Organization Account
5
SonicPlatform Tour
The SonicPlatform is a unified platform for managing all your SonicWall products and services with a single-paneof-glass experience. The following table provides the information about SonicPlatform navigation.
SonicPlatform Administration Guide 11 SonicPlatform Tour
LeftNavigation Menu
The left-navigation menu shows all SonicWall product offerings.
l Click or hover over the product in the left navigation menu to see the available capabilities under each product category.
l Products with sub-menu can be viewed by hovering over the product.
NOTE: The Product is unavailable for selection if you do not have an active registered product. You can register a product from the Inventory > All Products / Monthly Subscription. For more information, refer to Inventory.
SonicPlatform Administration Guide 12 SonicPlatform Tour
Scope Selector
The Scope Selector is available only on the Dashboard and Inventory pages.
The Scope Selector shows the hierarchy of your organization in terms of the MSPs managed by you (in case you are a Master MSP) and the Tenants under each individual MSP. The main purpose of the Scope Selector is to control the data populated on the Dashboard and Inventory page. The Inventory page only shows the available features for the selected scope.
Dashboard Map View List View
The Dashboard is the default page of the SonicPlatform when you log in.
The Dashboard summarizes all your registered products and alerts associated with the products according to the Scope Selector.
From the Dashboard, you can:
l Create a new Tenant
l Manage alerts
l Navigate to Alert List view from the product tiles to view product-specific alerts generated.
NOTE: If you do not have a registered product, you have can learn more about the product offerings and activate a trial. For more information, refer to Dashboard. A trial is available only for Firewalls. By the default, the Dashboard page shows the alerts in the Map View, but you can switch between Map View and List View.
On the Map View, the dot signifies tenants based on their marker locations and color of the dot signifies the highest priority of alert generated on the products under those Tenants.
Applying the combination of filter attributes can narrow down the results for a specific requirement. You can save these combinations of attributes to apply filters for future use. For more information, refer to Viewing and Managing Alerts. The List View gives the complete list of product-wise alerts with separate tabs.
Applying the combination of filter attributes can narrow down the results for a specific requirement. You can save these combinations of attributes to apply filters for future use. For more information, refer to Viewing and Managing Alerts. You can also export the alerts into CSV format.
SonicPlatform Administration Guide 13 SonicPlatform Tour
Notification The Notification Center gives a quick overview of the alerts and notifications available for your
Center
products. You can find the Notification Center icon in the top right corner of the SonicPlatform.
My Account
The My Account icon is available at the top right corner of the SonicPlatform. You can customize your organizational and personal account settings here.
Only the Super Admin can change the Organizational Settings. For more information, refer to Account Settings.
SonicPlatform Administration Guide 14 SonicPlatform Tour
6
Dashboard
The Dashboard gives the overview of all your SonicWall products and associated alerts. Overview of the Dashboard changes based on the role of the logged-in user. If you are a Master MSP, you can see:
l Total MSPs of the logged-in Master MSP l Need Attention-MSPs (count of MSPs that have alerts on them) l Total Tenants of the logged-in Master MSP l Need Attention-Tenants (count of tenants that have alerts on them) If you are an MSP or Customer, you can see: l Total Tenants l Need Attention-Tenants (count of tenants that have alerts on them) The Dashboard information changes with a scope change in SCOPE SELECTOR. NOTE: If you do not have an active registered product, you can learn more about the product offerings and activate a trial from the Dashboard tiles. From the Dashboard, you can get: l The overall visibility of the product-wise registered units on the Overview dashboard.
l The number of alerts waiting for your attention on the Notifications dashboard. l Total alerts l Product-wise alerts l Category-wise alerts
SonicPlatform Administration Guide 15 Dashboard
From the Dashboard, you can perform the below-listed operations: l Provisioning a Tenant l Viewing and Managing Alerts l Filtering Alerts l Saving Alerts Filter l Exporting Alerts
Viewing and Managing Alerts
You can view and manage 7 days of unified alerts data for all your products from the Notifications dashboard. Alerts are shown in the Map View by the default, but you can switch between the Map View and List View The Notifications dashboard shows the total number of alerts for all products and Category-wise alerts up to the 7-day range. The SonicPlatform defines the alerts based on the Category type and Priority of the alert. For more information, refer to Definition of Alerts.
Topics:
l Definition of Alerts l Color Code of the Alerts l Map View l List View l Filtering Alerts l Saving Alerts Filter l Deleting Saved Filters l Exporting Alerts
Definition of Alerts
The SonicPlatform defines the alerts based on the Category type and Priority of the alert.
Alert Category
Security System License
SonicPlatform Administration Guide 16 Dashboard
Alert Priority
Emergency Critical Alert Error Warning Notice Info Debug
SonicPlatform Administration Guide 17 Dashboard
Color Code of the Alerts
Priority alerts are further grouped based on the criticality and indicated with a color code on the Map View.
Color of the Alert Red Orange Blue
Emergency Alert Notice
Priority Type Critical Error Info
Warning Debug
Map View
In the Map View, alerts are shown on the map based on the geographical location of the tenant with an appropriate color (dot on the map) for active products.
NOTE: l On the Map View, the position of the dot signifies tenants based on their marker locations, and the color of the dot signifies the highest priority of alert generated on the products under those Tenants. For more information, refer to Color Code of the Alerts.
To view alerts on the Map View: 1. Login to SonicPlatform. 2. The Dashboard is loaded with the Map View by default. 3. In the Notifications table: l Apply filters as required. l Hover over the color dot on the map.
SonicPlatform Administration Guide 18 Dashboard
Hovering over the dot on the Map View opens the priority Alerts for products of the Tenant. Clicking the Count of Alerts navigates you to the corresponding filtered product alerts List View by the Tenant. l Click View All to view the complete list of alerts in the List View.
List View
The List View gives you the complete list of Product-wise alerts with separate tabs. To view alerts in List View:
1. Login to SonicPlatform. 2. The Dashboard is loaded with the Map View by default. 3. Click the List View on the top-right corner of the Notifications table.
Product-wise alerts are shown with separate tabs.
Filtering Alerts
You can filter the alerts to narrow the list for a specific result by applying a combination of filters, Category, Priority, and MSPs/Tenants. SonicPlatform alerts are defined based on the Category type and Priority of the alert. For more information, refer to Definition of Alerts. To filter the alerts:
1. Login to SonicPlatform. 2. Click the Dashboard in the left navigation menu. 3. From the Notifications dashboard:
a. Set the Date and Time slider. You can set it from 60 seconds to 7 days. NOTE: By the default, the slider is set to 24-Hours.
SonicPlatform Administration Guide 19 Dashboard
b. Set the Customized Date range based on the slider selection in the previous step. NOTE: You cannot set the future end date.
4. Select the filters under each type as required. By the default, All is selected for all filters.
SonicPlatform Administration Guide 20 Dashboard
Based on the Scope Selector, filter options are available to narrow down the results based on MSP or Tenant:
All
If you are a Master MSP and the Scope Selector is set to All MSPs / Tenants
MSPs/Tenants
Tenants
If you are an MSP and the Scope Selector is set to a particular MSP
The Map View or List View gets updated according to the applied filters and set duration.
SonicPlatform Administration Guide 21 Dashboard
Saving Alerts Filter
You can apply the filters and save these combinations of the filters for future use. SonicPlatform alerts are defined based on the MSP/Tenant, Category type, and Priority of the alert. For more information, refer to Definition of Alerts. To save the alerts filter:
1. Login to SonicPlatform. 2. Click the Dashboard in the left navigation menu. 3. Select the filters under each type as required.
By the default, All is selected for all filters. For more information, refer to Filtering Alerts. When you select a filter, the Save Filter option is displayed in the right-most corner of the Notifications table.
4. Click the Save Filter and enter a Name for the filter.
SonicPlatform Administration Guide 22 Dashboard
5. Click Save. You can find the saved one under Saved Filters.
SonicPlatform Administration Guide 23 Dashboard
Deleting Saved Filters
To delete the saved filter: 1. Login to SonicPlatform. 2. Click the Dashboard in the left navigation menu. 3. Click the Filter icon under the Notifications table. 4. Click the Saved Filters to view all the saved filters.
5. Click the Close icon of the filter to be deleted. The saved filter gets deleted from the list.
SonicPlatform Administration Guide 24 Dashboard
Exporting Alerts
NOTE: You can export the alerts from the List View only. To export the alerts:
1. Login to SonicPlatform. 2. Click the Dashboard in the left navigation menu. 3. Click the List View in the right corner of the Notifications table.
Product-wise alerts are shown with separate tabs.
4. Select the product tab for which you want to export the alerts. 5. Click the Export icon in the right corner of the Notifications table.
Alerts of the selected product tab get exported into CSV format. For the screenshot below, all the alerts available under the Capture Client MDR tab will be exported into CSV format.
SonicPlatform Administration Guide 25 Dashboard
7
Inventory
The Inventory gives a consolidated list of all your products under the organization. The level of visibility and access depends on the user role and access provided by the Super Admin. If you are:
l A Master MSP, you can view all the products under the MSPs and Tenants l An MSP, you can view all the products of your tenants l A Tenant, you can view only the products of you The Inventory information changes with a scope change in SCOPE SELECTOR. The Inventory is categorized into: l All Products, shows all your purchased products with expiry and monthly subscribed products. You can
see monthly products only if you are a monthly subscribed user. All Products option is available to all users. l Monthly Subscriptions, provides all your monthly subscribed products. Monthly Subscriptions option is available only to monthly subscribed users. Topics: l All Products l Monthly Subscriptions
All Products
The Inventory > Products > All Products dashboard gives an overview count according to the SCOPE SELECTOR:
l Total Products l Tenants l License Expiry Alerts l Updates Available
SonicPlatform Administration Guide 26 Inventory
From the Inventory > Products > All Products dashboard, you can perform the below listed operations: l Provisioning an MSP l Provisioning a Tenant l Registering a Product and Multiple Products l Provisioning a Product on Monthly Subscription
From the Inventory > Products > All Products dashboard, you can perform the below listed operations on the table data:
l Filter the table data with all possible combinations and save the filter preferences for the next time you log in. For more information, refer to Filtering Products (All Products).
l Refresh the table data to get the latest data. l Customize columns to show or hide the table data. For more information, refer to Customizing All
Products Table. l Export the table data into CSV format. For more information, refer to Exporting Product Details. Default View: The All Products table summarizes the products on MSP and Tenant-wise. It includes MSP, TENANT, FRIENDLY NAME, SERIAL#, PRODUCT TYPE, PRODUCT NAME, REGISTERED ON, Number of LICENSES, SUPPORT Validity, FIRMWARE Version, Services and ACTIONS.
SonicPlatform Administration Guide 27 Inventory
Filtering Products (All Products)
You can filter the products to narrow the list for a specific result by applying a combination of filter attributes, Product Type, Registered On, Expiry Date, Updates availability, Firmware Version, Zero Touch and MSPs/Tenants. You can apply these filters individually or in combination. You can also save these combinations of filters for future use.
NOTE: MSPs/Tenants attribute is available only for a Master MSP and Tenants attribute is available for an MSP. To filter the alerts: 1. Login to SonicPlatform. 2. Click the Inventory > Products > All Products in the left navigation menu. 3. Click the Filter icon and select the filters that are required.
When you select a filter, the Save Filter option is displayed in the right-most corner of the All Products table. 4. Enter a Name for the filter. 5. Click Save. You can find the saved one under Saved Filters.
Customizing All Products Table
You can customize the All Products table to show or hide the PRODUCT TYPE, PRODUCT NAME, REGISTERED ON, Number of LICENSES, SUPPORT Validity, and FIRMWARE Version details. By the default, these details are shown in the All Products table. Click the Customize Columns icon and uncheck the boxes to hide in the table.
SonicPlatform Administration Guide 28 Inventory
Exporting Product Details
NOTE: You may find a discrepancy between the total number shown on the banner or within the table and the total number of entries in the exported table. Table data is exported by expanding all the table data. Use Case: In the screenshot below, the ALL PRODUCTS table is filtered for Firewall. You can see a total of 4 firewalls in this account. But, for the firewalls, 2CB8ED6F4CF0 and 00401005AC68, you can see additional columns for the services activated on the same firewall. When you export the data, expanded data gets added to the table as separate entries. So, the total number of entries in the exported table does not match the number shown on the banner or within the table. All Products table
Exported table data
To export the product details: 1. Login to SonicPlatform. 2. Navigate to Inventory > Products > All Products in the left navigation menu. 3. Do one of the following: l Set the filters according to Filtering Products (All Products) to filter the table. l Click the hyperlinked number displayed on the ALL PRODUCTS banner to filter the table for LICENSE EXPIRY ALERTS or UPDATES AVAILABLE.
l No action is needed to get the complete list of products along with services. 4. Customize the table if needed according to Customizing All Products Table.
SonicPlatform Administration Guide 29 Inventory
5. Click the Export icon in the right corner of the ALL PRODUCTS banner. The product details are exported into CSV format according to the filter and customization applied in the above steps.
SonicPlatform Administration Guide 30 Inventory
Monthly Subscriptions
NOTE: The Monthly Subscriptions feature is available if you have at least one active product under monthly billing. If you do not have an active monthly subscription, follow Provisioning a Product on Monthly Subscription. The Inventory > Products > Monthly Subscriptions dashboard gives the consolidated list of monthly subscribed users and products: l Total Tenants l Total Products l Number of users per Product type
From the Inventory > Products > Monthly Subscriptions dashboard, you can perform the below listed operations:
l Provisioning an MSP l Provisioning a Tenant l Registering a Product and Multiple Products l Provisioning a Product on Monthly Subscription l Editing Monthly Provisioning From the Inventory > Products > Monthly Subscriptions dashboard, you can perform the below-listed operations on the table data: NOTE: The SCOPE SELECTOR controls the display of the data on the Monthly Subscriptions table. l Filter the table data with all possible combinations and save the filter preferences for the next time you log
in. l Export the table data into CSV format. l Customize columns to show or hide the table data. l Refresh the table data to get the latest data.
Provisioning an MSP
NOTE: Only a Master MSP can provision an MSP. You can invite a new MSP to your SonicPlatform account or you can add an existing SonicPlatform MSP.
SonicPlatform Administration Guide 31 Inventory
Provisioning an MSP: 1. Login to SonicPlatform. 2. Navigate to Inventory > Products > All Products in the left navigation menu. NOTE: If you have an active monthly subscription, you can also provision an MSP on Inventory > Products > Monthly Subscriptions. 3. Click Provision > MSP. 4. Enter details of a new MSP. NOTE: l Make sure that all the fields marked with (*) are filled. l Provisioned MSP will be added to the Default User Group on successful completion of the sign up. l Enter MSP ID and MSP Contact ID to invite an existing SonicPlatform MSP.
5. Do one of the following: l Click Create MSP and Exit to add the MSP and close the window. An invitation is sent to the MSP. Once the invited MSP completes the signup, you can see the MSP under your Organization Account. l Click Cancel if you want to cancel the operation.
On successful saving, you get SUCCESS notification: l If you add a new user who does not have a SonicPlatform account. NOTE: Now, the new MSP is added to your All MSP list, but you cannot add a Tenant until the invited MSP user completes the Sign Up. l If you add an existing SonicPlatform MSP. NOTE: Now the new MSP is added to your All MSP list and you can add Tenant as needed.
SonicPlatform Administration Guide 32 Inventory
Provisioning a Tenant
NOTE: l All users can provision a Tenant. l If you are a Master MSP, before provisioning a Tenant, make sure that the MSP is provisioned under which you want to provision the Tenant. If the MSP is not provisioned, follow Provisioning an MSP.
Provisioning a Tenant: 1. Login to SonicPlatform. 2. Navigate to Inventory > Products > All Products in the left navigation menu. NOTE: If you have an active monthly subscription, you can provision a tenant on Inventory > Products > Monthly Subscriptions also. 3. Click Provision > Tenant. 4. Select an MSP Name under which you wan to provision a Tenant. NOTE: l MSP Name field is available only if you are a Master MSP. l Only the Master MSP has an option to select an MSP under which tenant should be provisioned. For all other users, the tenant will be created under Global by the default. 5. Enter details of a new tenant: l Tenant Name l Personal Details l Contact & Address Details NOTE: Make sure that all the fields marked with (*) are filled. 6. Select Make Default Tenant (optional) box if you want to make this tenant as a default one. A default tenant holds the products of your organization. If no tenant is selected during the product registration or transfer process, product will be moved under the default tenant. 7. Do one of the following: l Click Cancel if you want to cancel the operation. l Click Create Tenant and Exit to add tenant and go back to Inventory > Products > All Products. l Click Register Products to add the tenant and continue to register the products to the newly created tenant.
SonicPlatform Administration Guide 33 Inventory
You are prompted for address confirmation if you have not entered the standard address.
8. Click Try Again to edit the address, else click Use this address to continue with the entered address.
SonicPlatform Administration Guide 34 Inventory
Registering a Product and Multiple Products
NOTE: All the users can register a Product. Registering a Product:
1. Login to SonicPlatform. 2. Navigate to Inventory > Products > All Products in the left navigation menu.
NOTE: If you have an active monthly subscription, you can register a product on Inventory > Products > Monthly Subscriptions also. 3. Click Provision > Product. 4. Select the Tenant from the Tenant List under which you want to register the product. 5. Enter the following details: l Any one of the details from the below list:
l Serial# l Activation Key l Assign Token l Authentication Code l Friendly Name for easy identification after provisioning. On successful validation of the entered product details, you will get an option to set the management settings. 6. Set the option to manage the product. You can set to Cloud, On prem, or On box.
7. Do one of the following: l Click Register Product & Exit to register a product and go back to Product Inventory page. l Click Register Product & Proceed to subscribe to Monthly Product.
SonicPlatform Administration Guide 35 Inventory
l Click Cancel to cancel the product registration and go back to Product Inventory page. l Click Skip to skip the product registration and proceed directly with Monthly Subscription. You can check the registered product details in the All Products table. Registering multiple Products: 1. Login to SonicPlatform. 2. Navigate to Inventory > Products > All Products in the left navigation menu. NOTE: If you have an active monthly subscription, you can register a product on Inventory > Products > Monthly Subscriptions also. 3. Click Provision > Product. 4. Download Template and update the downloaded template with product details.
5. Click Upload CSV, and Browse or drag and drop the updated template on to the Upload Your File window.
6. Click Upload. l On successful validation of the entered product details, only valid products get registered. You can check the registered product details in the All Products table. l You can also download the list of unregistered serial numbers.
SonicPlatform Administration Guide 36 Inventory
Provisioning a Product on Monthly Subscription
Currently SonicPlatform offers the below listed Products and Services on Monthly Subscription program. You can provision any of the Products and Services listed below.
IMPORTANT: To enable the MDR services, you must first on board with SonicWall MDR team. For more information, contact SonicWall Sales.
Product
Service
Capture Client Premier
MDR Services Capture Client MDR
Advanced
Cloud App Security
Hosted Email Security
NSv Virtual Firewall 270
Basic
Advanced
Essentials Protection Service Suite (EPSS)
Advanced
Advanced Protection Service Suite (APSS)
High Availability Network Security SSLVPN Manager Advanced
NSv Virtual Firewall 470
Essentials Protection Service Suite (EPSS)
Advanced Protection Service Suite (APSS)
High Availability Network Security SSLVPN Manager Advanced
NSv Virtual Firewall 50
Basic
Total Secure
Secure Mobile Central User Access 8200v Licenses
Gen 7 TZ & NSa Services
Threat Protection Essentials
Service Suite Protection
(TPSS)
Service Suite
(EPSS)
Total Secure Advanced
Advanced Protection Service Suite (APSS)
SSLVPN
NOTE: l TPSS service is available only on TZ 270, TZ 370, and TZ 470.
l TPSS is not available by the default in Monthly Billing. TPSS can be enabled for selected partners in certain countries on-demand through a support case with customer service.
Topics:
l Provisioning Capture Client, MDR Services, Cloud App Security, HES, NSv 50, and SMA Products l Provisioning NSv 270/470 Products l Provisioning TZ and NSa Devices
SonicPlatform Administration Guide 37 Inventory
Provisioning Capture Client, MDR Services, Cloud App Security, HES, NSv 50, and SMA Products
This section explains the steps to provision the below listed products on Monthly Billing: l Capture Client l MDR Services l Cloud App Security l Hosted Email Security l NSv Virtual Firewall 50 l Secure Mobile Access 8200v NOTE: You cannot provision the below listed products more than once under a tenant. For example, if the Capture Client is already a part of a tenant, you cannot add any more Capture Clients to that particular tenant. But, you can add other products to the same tenant. l Capture Client l MDR Services l Cloud App Security l Hosted Email Security
To provision a product on monthly billing: 1. Login to SonicPlatform. 2. Navigate to Inventory > Products > All Products in the left navigation menu. NOTE: If you have an active monthly subscription, you can provision a product under monthly billing on Inventory > Products > Monthly Subscriptions also. 3. Click Provision > Monthly Subscription. IMPORTANT: MDR Services are available only if you have completed on boarding with SonicWall MDR team.
4. Select the MSP Name and Tenant Name under which you want to add the Product.
SonicPlatform Administration Guide 38 Inventory
5. Select the Product from the list.
a. Select the Application for NSv Virtual Firewall 50. NOTE: The NSv Virtual Firewall 50 is available for VMWare, Azure, and KVM applications.
6. Select the required Service from the list if applicable.
a. For the Basic Service of the Cloud App Security, select the Application from list. NOTE: Basic Service of Cloud App Security is available for Office 365 and Google applications.
7. Enter the Friendly Name of the Product if applicable. NOTE: For the Capture Client and MDR Services, the Friendly Name gets generated automatically with Product - Tenant Name combination.
8. Enter the Sub domain name for Cloud App Security.
9. Enter the number of licensed Units to be provisioned if applicable.
a. For the Capture Client and MDR Services, you can select Set upper limit to enter the maximum allowable units or select No upper limit to set the maximum allowable units to 99999.
10. Set the Expiry Date of the Product. NOTE: For Capture Client and MDR Services, selecting Never as the Expiry Date sets the validity for 5 years.
11. Select the applicable Data Center if applicable.
12. Click Save and Exit.
13. Check STATUS of the added Product in the Monthly Subscriptions table.
Active
The Product is successfully provisioned, and ready to use.
Provisioning in The Product provisioning is in progress. Wait until the status is changed to Active to use
progress
the Product.
Expired
The Product is expired and not available for use.
NOTE: You can find the CSC Console icon for the Active Products except for NSv Products.
SonicPlatform Administration Guide 39 Inventory
Provisioning NSv 270/470 Products
This section explains the steps to provision the NSv Virtual Firewall 270/470 on Monthly Billing.
To provision a product: 1. Login to SonicPlatform. 2. Navigate to Inventory > Products > All Products in the left navigation menu. NOTE: If you have an active monthly subscription, you can provision a product under monthly billing on Inventory > Products > Monthly Subscriptions also. 3. Click Provision > Monthly Subscription.
2. Select the MSP Name and Tenant Name under which you want to provision the Product. 3. Choose Product from the list. 4. Enter the Friendly Name of the Product if applicable. 5. Turn on the HA Pair if you want to create High Availability. 6. Select the Security Service Bundle and the respective NSM SaaS (Cloud).
Security Service Bundle
NSM SaaS (Cloud)
Essentials Protection No Change Service Suite
Network Security Manager Advanced
SonicPlatform Administration Guide 40 Inventory
Security Service Bundle
Advanced Protection Service Suite
NSM SaaS (Cloud)
Network Security Manager Essentials NOTE: Network Security Manager Essentials comes with Advanced Protection Service Suite. No action is required here. By the default, NSM Essentials is selected and you cannot make any changes to it.
7. Set the Expiry Date for Security Service Bundle and NSM SaaS (Cloud). NOTE: If Advanced Protection Service Suite is selected as Security Service Bundle, you need to set the Expiry Date only for Advanced Protection Service Suite.
8. Disable the Cloud Management if you want to turn off the zero touch for the product. By the default, the Cloud Management option is enabled. The Cloud Management option is available only if Advanced Protection Service Suite or NSM licensing is selected.
9. Check I understand that by provisioning monthly licensing, the remaining value of my annual licenses will be lost. Perpetual licensing such as SSL VPN is additive and is not overwritten box to overwrite an existing license value. NOTE: The Security Services Bundle and/or NSM SaaS (Cloud) is overwritten when the service is selected other than No Change. This only applies if you are converting an existing term or annual license with future validity. This does not affect perpetual licenses like SSLVPN/GVC or Stateful High Availability.
10. Select the applicable Data Center.
11. Enable SSLVPN Users to increase SSLVPN Users count under Monthly Billing for NSv Virtual Firewall 270/470. Monthly billing is calculated based on licensed units, not on the usage of the licenses.
a. Enter the number of monthly licenses to be added in SSLVPN Users field. NOTE: l Adding SSLVPN Users count on this screen, adds the number to the existing default count. Total count of licenses is equal to total of default and monthly licenses. For example, if the unit has 50 default licenses and add 10 monthly licenses, total license count will be 60. l Maximum allowed licenses including default and monthly licenses are displayed on the screen. l You cannot provision licenses more than the maximum count shown on the screen. The maximum number of licenses allowed differs from each unit.
b. Set the Expiry Date for monthly licenses.
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You can set the Expiry Date if want to use the monthly licenses for any specific period or else set it to Never.
12. Click Save and Exit.
13. Check STATUS of the added Product in the Monthly Products table.
Active
The Product is successfully provisioned, and ready to use.
Provisioning in The Product provisioning is in progress. Wait until the status is changed to Active to use
progress
the Product.
Expired
The Product is expired and not available for use.
NOTE: You can find the CSC Console icon for the Active Products except for NSv Products.
Provisioning TZ and NSa Devices
This section explains the steps to provision the below listed products under SonicPlatform Monthly services:
l TZ (TZ670, TZ 570, TZ 470, TZ370, TZ270, TZ 570W, TZ 470W, TZ370W, TZ270W, TZ 570P) l NSa (NSa 6700, NSa 5700, NSa 4700, NSa 3700, NSa 2700)
NOTE: License expiry date for TZ or NSa devices that are licensed through the monthly billing program shows as end of the month but the license gets renewed every month automatically.
To provision a product:
1. Login to SonicPlatform. 2. Navigate to Inventory > Products > All Products in the left navigation menu.
NOTE: If you have an active monthly subscription, you can provision a product under monthly billing on Inventory > Products > Monthly Subscriptions also. 3. Click Provision > Monthly Subscription.
4. Click Provision > Product. 5. Select the MSP Name and Tenant Name under which you want to add the Product if you are a Master
MSP. 6. Select Gen7 TZ & NSa from Product list.
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7. Select Firewall from the list. You can either Register a New Firewall or select the already registered firewall from the list. When you select:
l Register a New Firewall, a new tab opens to register a new firewall. l An existing firewall from the list, displays Active Annual & Perpetual Licensing statuses,
Security Services Bundle and NSM SaaS (Cloud). NOTE: Provisioning an existing annual license in SonicPlatform Monthly overwrites the remaining value of the license and will be lost.
8. Click the Refresh icon next to Select Firewall field if you register a new firewall.
9. Select the Security Service Bundle and the respective NSM SaaS (Cloud).
Security Service Bundle
NSM SaaS (Cloud)
Essentials Protection Not applicable Service Suite
Network Security Manager Advanced
Advanced Protection Service Suite
Network Security Manager Essentials
NOTE: Network Security Manager Essentials comes with Advanced Protection Service Suite. No action is required here. By the default, NSM Essentials is selected and you cannot make any changes to it.
10. Set the Expiry Date for Security Service Bundle and NSM SaaS (Cloud). NOTE: If Advanced Protection Service Suite is selected as Security Service Bundle, you need to set the Expiry Date only for Security Service Bundle.
11. Disable the Cloud Management if you want to turn off for the product. By the default, the Cloud Management option is enabled. The Cloud Management option is available only if Advanced Protection Service Suite or NSM licensing is selected.
12. Check I understand that by provisioning monthly licensing, the remaining value of my annual licenses will be lost. Perpetual licensing such as SSL VPN is additive and is not overwritten box to overwrite an existing license value.
NOTE: The Security Services Bundle and/or NSM SaaS (Cloud) is overwritten when the service is selected other than No Change. This only applies if you are converting an existing term or annual license with future validity. This does not affect perpetual licenses like SSLVPN/GVC or Stateful High Availability.
13. Enable SSLVPN Users to increase SSLVPN Users count under Monthly Billing.
a. Enter the number of monthly licenses to be added in SSLVPN Users field. NOTE:
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l Adding SSLVPN Users count on this screen, adds the number to the existing default count. Total count of licenses is equal to total of default and monthly licenses. For example, if the unit has 2 default licenses and add 10 monthly licenses, total license count will be 12.
l Maximum allowed licenses including default and monthly licenses are displayed on the screen.
l You cannot provision licenses more than the maximum count shown on the screen. The maximum number of licenses allowed differs from each unit.
b. Set the Expiry Date for monthly licenses. You can set the Expiry Date if want to use the monthly licenses for any specific period or else set it to Never.
14. Click Provision.
15. Check STATUS of the added Product in the Monthly Products table.
Active
The Product is successfully provisioned, and ready to use.
Provisioning in The Product provisioning is in progress. Wait until the status is changed to Active to use
progress
the Product.
Expired
The Product is expired and not available for use.
NOTE: You can find the CSC Console icon for the Active Products except for NSv Products.
Limitations of Provisioning TZ and NSa Products under Monthly Billing
When you procure Monthly Billing licensing for TZ and NSa products, you cannot:
l Transfer the device to a user outside of your organization. l Use the device as part of a Secure Upgrade. l Apply an annual license key to it. l Co-term the SonicPlatform services. l Use the SonicPlatform Monthly licensed units in closed network scenarios.
NOTE: Limitations are no longer applicable once the product is removed from Monthly Billing.
Editing Monthly Provisioning
To edit monthly provisioning: 1. Login to SonicPlatform. 2. Navigate to Inventory > Products > Monthly Subscriptions in the left navigation menu.
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3. Search with a tenant name to narrow down the table. 4. Click the tenant in the Monthly Subscriptions table. 5. Click more options (three vertical dots) under ACTIONS column and click Edit Product.
6. Make the necessary changes to product provisioning. 7. Click Provision.
Transferring Products
You can transfer the products between Tenants and Organization Accounts with a new Organization Account structure. Topics:
l Transferring Products between Tenants l Transferring Products between Organization Accounts
Transferring Products between Tenants
NOTE: You can transfer products between tenants of the same MSP only. To transfer products between tenants:
1. Login to SonicPlatform. 2. Navigate to Inventory > Products > All Products in the left navigation menu. 3. Search with a tenant name to narrow down the table. 4. Do one of the following:
l Click the More Actions (three vertical dots) under the Actions column and select Transfer Products.
l Check the products boxes in the All Products table and click Transfer Products on top of the
SonicPlatform Administration Guide 45 Inventory
table. 5. Select a tenant from the Transfer to Tenant drop-down. 6. Click Transfer.
NOTE: l There may be chances of losing data when the products are transferred from one tenant to another tenant. Click Save to proceed with transfer.
SonicPlatform Administration Guide 46 Inventory
l On a successful transfer, you get a confirmation notification.
Transferring Products between Organization Accounts
To transfer the products between Organization Accounts: 1. Login to SonicPlatform. 2. Navigate to Inventory > Products > All Products in the left navigation menu. 3. Search with the tenant name to narrow down the table. 4. Do one of the following: l Click the More Actions (three vertical dots) under the Actions column and select Transfer Products. l Check the product boxes in the All Products table and click Transfer Products on top of the table.
5. Select Another Organization tab in the Transfer Products window. 6. Enter the Organization ID of the destination Organization Account. 7. Enter the Destination Tenant Name if the details are available.
NOTE: Products get transferred to the default Tenant of the winning organization if:
l Provided Destination Tenant Name does not exist in the Winning Organization. l Destination Tenant Name is not provided. 8. Click Transfer.
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Editing Tenant Details
To edit Tenant details: 1. Login to SonicPlatform. 2. Navigate to Inventory > Products > All Products in the left navigation menu. 3. Hover over the Tenant name to be edited in the All Products table and click the Edit icon.
4. Make the necessary changes. 5. Click Save.
Deleting a Product
To delete a product: 1. Login to SonicPlatform. 2. Navigate to Inventory > Products > All Products in the left navigation menu. 3. Search with the tenant name to narrow down the table. 4. Click a tenant row in the All Products table from which you want to delete a product. 5. Do one of the following: l Click the More Actions (three vertical dots) under the Actions column and select Delete Products.
SonicPlatform Administration Guide 48 Inventory
l Check the products boxes in the All Products table and click Delete on top of the table. You can select the products under one tenant at a time.
6. Select the reason to delete the product and click Delete.
Managing Monthly Subscription
This section gives the information on: l Converting your annual license into a monthly subscription. l Removing your product from monthly subscription.
To manage monthly subscription: 1. Login to SonicPlatform. 2. Navigate to Inventory > Products > All Products in the left navigation menu. 3. Search with the tenant name to narrow down the table. 4. Click the tenant row in the All Products table from which you want to manage monthly subscription for the product.
SonicPlatform Administration Guide 49 Inventory
5. Click the More Actions (three vertical dots) under the ACTIONS column and select Enable Monthly Subscription / Remove from Monthly Subscription. l Enable Monthly Subscription for the product with annual license. Provision the product to convert into monthly billing. For more information about monthly subscription, refer to Provisioning a Product on Monthly Subscription. NOTE: The remaining value of your annual license will be lost when annual license is converted into monthly billing. l Remove from Monthly Subscription for the product with license on monthly billing. Product will be removed from monthly billing.
SonicPlatform Administration Guide 50 Inventory
8
Admin Settings
This section helps in: l Users Access Management l Getting Additional Help
Users Access Management
The Users Access Management helps define and control the role-based access and permissions for the users. Under the Users Access Management, you can find:
l User Groups User Groups is available for all users to manage the annual licensed products.
l Monthly User Groups NOTE: Monthly User Groups is available only if you have at least one active product on monthly subscription.
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User Groups
The User Group page lists the Users added to your account and User Groups created. The User Group is defined by these attributes:
l List of Users l Tenants l Role based Permissions From the User List tab, you can: l Filter the user table data l Invite a new user l Update Super Admin l Define or modify the Monthly Billing permissions of the user l Generate an API key l Delete an existing user From the User Groups tab, you can: l Create a new user group l Add or remove the users from the user group l Assign tenants to the user groups l Define or modify the permissions for the user group
SonicPlatform Administration Guide 52 Admin Settings
Default page: The Users Access Management page shows the User Groups tab with list of user groups added under your account in a tabular form. Topics:
l Options for the Users Access Management l Advanced Filter l Modifying the User Management Permissions l Interpreting the Users Table l Inviting a New User l Assigning a Super Admin Role l Generating MSW API Key l Deleting a User l Creating a New User Group l Default User Group l Assigning Tenants l Editing a User Group Name l Deleting a User Group l Adding Tenants to the User Group l Adding Users to the User Group l Removing a User from the User Group l Setting Role Based Access
SonicPlatform Administration Guide 53 Admin Settings
Monthly User Groups
NOTE: The Monthly User Groups is available only if you have active billable product under monthly subscription. The Monthly User Groups page lists the Users added to your account and User Groups created. The User Group is defined by these attributes: l List of Users l Scope of operation for Tenants l Role based Permissions From the Users tab, you can: l Filter the user table data l Invite a new user l Update Super Admin l Customize table columns. l Update MSP permissions l Generate an API key l Delete an existing user From the User Groups tab, you can: l Create a new user group l Add or remove the users from the user group l Define or modify the scope to include or exclude the Tenants from the user group l Define or modify the permissions for the user group
SonicPlatform Administration Guide 54 Admin Settings
Default page: The Users Access Management page shows the User Groups tab with list of user groups added under your account in a tabular form.
Topics: l Options for the Users Access Management l Advanced Filter l Interpreting the Users Table l Inviting a New User l Assigning a Super Admin Role l Generating MSW API Key l Customizing Columns l Deleting a User l Creating a New User Group l Default User Group l Editing a User Group Name l Deleting a User Group l Adding Users to the User Group l Removing a User from the User Group l Defining or Modifying the Scope l Modifying the User Group Permissions
Options for the Users Access Management
Icon Description Use the Advanced Filter icon to filter the table data for specific results. You can apply these filter groups either individually or in combination to find the specific notification results. Use the Search icon to filter the table data with a specific string.
Use Generate My API Key icon to generate an API key.
Use View My API Key icon to view the API key details, but you cannot view the complete API key.
Use the Customize Columns icon to show or hide ACCESS SCOPE, MSP NAME, MSP PERMISSION, and USER MANAGEMENT PERMISSIONS details.
SonicPlatform Administration Guide 55 Admin Settings
Advanced Filter
Use the Advanced Filter option if you are looking for users of any single filter group or combination of the groups.
To filter data by Advanced Filter:
1. Click the Advanced Filter icon and check the required boxes under each filter group. 2. Click Apply. 3. Click the Search icon and type the specific string to reduce the number of results being displayed.
NOTE: You can use the Search icon either individually or in combination with the Advanced Filter groups.
NOTE: The Users table displays the results for all filter groups if none of the filter groups is selected from the Advanced Filter.
Modifying the User Management Permissions
This option is available only on Admin Settings | Users Access Management > User Groups > User List table.
To modify the management permissions:
1. Login to SonicPlatform. 2. Navigate to Admin Settings | Users Access Management > User Groups > User List. 3. Modify the permission of users as required under User Management Permission column.
Permission
Type
Permissions
ADMIN
This user can view, provision, edit, and delete the products and services.
OPERATOR This user can only view and edit products and services but cannot provision or delete the products and services.
READ-ONLY This user can view the products and services but cannot modify.
NO ACCESS This user cannot view the products and services.
NOTE: By the default, all Master MSP and MSP users get ADMIN permission.
SonicPlatform Administration Guide 56 Admin Settings
Interpreting the Users Table
On the Users tab > ACTIONS column, you can perform the below list of operations:
Icon
Description Use the Delete icon to delete an existing user from the account
Use the Lock icon to turn ON or OFF the 2FA mode
Use the Admin icon to enable or disable Admin role for the user.
Inviting a New User
All Organization Account employees can invite employees of the same domain as the Organization Account domain defined in My Account settings. If your company (organization) has been acquired by another or your company domain has changed due to a rebranding, the organization domain can be updated to start adding employees with the new domain. Only the Super Admin of the organization can update the domain.
To invite a new user:
1. Login to SonicPlatform.
2. Navigate to Admin Settings | Users Access Management > User Groups > User List. If you are a monthly subscription user, you can also invite from Admin Settings | Users Access Management > Monthly User Groups > Users.
3. Click Invite New User.
SonicPlatform Administration Guide 57 Admin Settings
4. Fill in the details. a. Select the Contact Type as Employee. Only employees of the same domain as the Organization Account are allowed to add. b. Select the User Group to which you want to add the new user if it has already been created else the user will be added to the default group. c. Enter User Email ID. Make sure that the domain of the entered Email ID is the same as the Organization Account domain defined in My Account settings. d. Enter User First Name and Last Name.
5. Click Invite. You can see the invited user in the table along with the status.
Assigning a Super Admin Role
NOTE: l Super Admin role can be assigned only by the signed-up (first) user of a newly signed-up Organization Account. l Signed-up user should invite a new user to add to the Organization Account. l On successful signing-up of the invited user, first signed-up user can assign the Super Admin role. The assigned Super Admin can also add or remove other Super Admins.
To assign a Super Admin role: 1. Login to SonicPlatform. 2. Navigate to Admin Settings | Users Access Management > User Groups / Monthly User Groups > User List. 3. Click Update Super Admin. NOTE: For newly signed-up accounts, the signed-up (first) user is added as a Super Admin by the default. 4. Add or update the Super Admins. NOTE: l One Organization Account can have up to 4 Super Admins. l If you want to remove yourself (signed up first user) from the Super Admin role, you can assign the Super Admin role to another user in the Organization Account and remove yourself from the list. At least once Super Admin role should be active for the Organization Account.
SonicPlatform Administration Guide 58 Admin Settings
NOTE: Once the Super Admin role is assigned, the Super Admins have full control over the organization's account resources.
Generating MSW API Key
To generate MSW API key: 1. Login to SonicPlatform. 2. Navigate to Admin Settings | Users Access Management > User Groups / Monthly User Groups > User List. 3. Click Generate My API Key on top of the table. 4. Enter Description, Source IP Address (optional) for the MSW API Key. By the default, Validity of the key is set for 1 year. However, you can set the validity for 1 and 6 months if required. 5. Click Confirm. 6. Click the Copy to clipboard icon to copy the API Key.
CAUTION: You cannot view or copy the API key once you close the GENERATE API KEY pop-up window. Make sure that the API key is copied and saved to use in the Swagger or any other API platform. 7. Click Close. NOTE: l Admin of the account can view the API keys generated for the users. If required, admin can revoke the API Key. l Your API access is determined based on the access levels defined in SonicPlatform.
Customizing Columns
You can customize the table to show or hide ACCESS SCOPE, MSP NAME, MSP PERMISSION, and USER MANAGEMENT PERMISSIONS. By the default, these details are hidden in the Users table. To show them in the table, click Customize Columns icon on top of the table and check the boxes for the required details.
SonicPlatform Administration Guide 59 Admin Settings
Deleting a User
NOTE: Only Super Admin of the account can delete a user. To delete a user:
1. Login to SonicPlatform. 2. Navigate to Admin Settings | Users Access Management > User Groups / Monthly User Groups >
User List. All the invited and joined users are shown in the table. 3. Click the Delete icon under the Action column. The user gets deleted from the account.
Creating a New User Group
To create a new user group: 1. Login to SonicPlatform. 2. Navigate to Admin Settings | Users Access Management > User Groups / Monthly User Groups > User Groups. Monthly User Groups is available only if you an active monthly subscription. 3. Select the MSP from the drop-down menu under which you want to create a new user group. NOTE: Select Global from the drop-down menu if you want to create a User Group for Master MSP organization. 4. Click the New User Group (+) icon. 5. Enter a name for the new user group. 6. Click the Tick mark next to the Name box. On successful User Group creation, you get Success notification.
NOTE: l Super Admins are added to the newly created user group by the default. l Super Admins cannot be removed from the user group.
Default User Group
NOTE:
SonicPlatform Administration Guide 60 Admin Settings
l A default user group comes with the account. l All Super Admins are added to the default user group. l You can find the default user group under both User Groups and Monthly User Groups. l You can assign the Default User Group to another group only under Admin Settings | Users Access
Management > User Groups > User Groups. l The default user group cannot be deleted. If you want to delete the default user group, make another user
group as default one and delete. To assign the default user group:
1. Login to SonicPlatform. 2. Navigate to Admin Settings | Users Access Management > User Groups > User Groups.
You can find the default user group along with the created user groups.
3. Hover over any user group and click Make Default to change it to default user group. NOTE: You can change the default user group only from Admin Settings | Users Access Management > User Groups > User Groups.
Editing a User Group Name
To edit user group name: 1. Login to SonicPlatform. 2. Navigate to Admin Settings | Users Access Management > User Groups / Monthly User Groups > User Groups. 3. Hover over the user group to be edited and click the Edit icon.
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4. Make the necessary changes to the user group name. 5. Click the Tick mark next to the Name box.
Deleting a User Group
NOTE: The default User Group cannot be deleted. To delete user group:
1. Login to SonicPlatform. 2. Navigate to Admin Settings | Users Access Management > User Groups > User Groups. 3. Hover over the user group to be deleted and click the Delete icon.
Users of the user group may loose access to the tenants which are part of the deleting User Group.
SonicPlatform Administration Guide 62 Admin Settings
4. Click Confirm int he Delete user group. On successful User Group delete, you get Success notification.
Adding Users to the User Group
To add users to the user group: 1. Login to SonicPlatform. 2. Navigate to Admin Settings | Users Access Management > User Groups / Monthly User Groups > User Groups. 3. Select the MSP from the drop-down menu. 4. Select the User Group from the menu to which user to be added. NOTE: Use Search option to filter the required user group from the list if required. If you want to create a new user group, follow Creating a New User Group. 5. In the Users section, click + Add User. 6. Check the Available users boxes from the list and click Add for existing users. 7. Click Invite New User and follow Inviting a New User to invite and add a new user if users are not available in the list.
Removing a User from the User Group
NOTE: Super Admins of the account cannot be removed from the user groups. To remove a user from the user group:
1. Login to SonicPlatform. 2. Navigate to Admin Settings | Users Access Management > User Groups / Monthly User Groups >
User Groups. 3. Select the MSP from the drop-down menu.
Only the Master MSP gets the MSP drop-down menu. 4. Select the User Group from the menu to which user to be added.
NOTE: Use Search option to filter the required user group from the list if required. 5. In the Users section, hover over the user to be removed from the user group and click the Removenext to
the user name.
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NOTE: Remove button is not available for Super Admins.
Defining or Modifying the Scope
To define or modify scope: The Scope section allows you to specify the selection of the Tenants to the User Group access.
1. Login to SonicPlatform. 2. Navigate to Admin Settings | Users Access Management > User Groups > User Groups. 3. Select the MSP from the drop-down menu. 4. Select the User Group from the menu to which user to be added.
NOTE: Use Search option to filter the required user group from the list if required. 2. In the Scope section, click Edit. 3. Do one of the following to include or exclude in the User Group:
l Select All Tenants to include all Tenants available in your account. All Tenants option is available only for the User Groups created under the Global MSP.
l Select MSP to include all the Tenants created under the specific MSP. l Select Tenant and check to include individual Tenants.
NOTE: Use Search option to filter the required Tenants from the list if required. 4. Click Save.
Modifying the User Group Permissions
To modify the user group permissions: 1. Login to SonicPlatform. 2. Navigate to Admin Settings | Users Access Management > User Groups > User Groups.
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3. Select the MSP from the drop-down menu. 4. Select the User Group from the menu to which user to be added.
NOTE: Use Search option to filter the required user group from the list if required. 5. In the Permissions section, click Edit. 6. Set the permissions as required.
By the default, Admin access is provided for all User Groups. You can modify the permissions as required. 7. Click Save.
Setting Role Based Access
From Permissions, you can set the access level by product-wise and also to the tenants. Based on the permissions set here, Dashboard and Scope Selector get updated.
To set role based access: 1. Login to SonicPlatform. 2. Navigate to Admin Settings | Users Access Management > User Groups > User Groups. 3. Select the user group to which role based access to be defined. 4. Click Permissions in the header. NOTE: l Super Admins are part of every user group. If an account has four Super Admins, all four Super Admins will be part of every user group. l Super Admins cannot be removed from the user groups. l Super Admin will have full access over the organization resources. Permissions applied at user group level are not applied to Super Admins. l Tenants permission takes the precedence over the Product Console permissions. For example, if Tenants permission is given as No Access, users part of that user of the user group cannot see any of the product tiles on the Dashboard even though Admin access is given to all Product consoles. l If a user is part of multiple user groups with different access levels, least access will be applied to the user account. For example, a user is part of User Group A and User Group B. User Group A has full Admin access to products and tenants. But, User Group B has No Access to all Products and Tenants The user cannot see any tenants under Scope Selector and product tiles on the Dashboard.
SonicPlatform Administration Guide 65 Admin Settings
5. Check the Access to Product Console to define the access based on the product. 6. Define the access levels by Product and at Tenants level.
By the default, Admin access is provided for all Products and Tenants.
SonicPlatform Administration Guide 66 Admin Settings
9
Getting Additional Help
The SonicPlatform offers different ways of help to resolve the issues with the SonicWall products and licensing. If you are facing an issue with an existing SonicWall product, refer to our Knowledge Base portal, a library of the solutions documented for past issues for a quicker solution. If the Knowledge Base portal does not provide a solution for the issue and:
l The issue needs immediate attention or live troubleshooting, contact our dedicated live support team of your region.
l The issue does not require immediate attention, log a Customer Support Case based on the issue on Admin Settings | Support & Resources > Customer Support Case page. l Technical Service Request: You can log a Technical Service Request for basic troubleshooting or general technical support questions. l Customer Service Request: You can log a Customer Service Request for assistance with registration or licensing. NOTE: Once you log a support case, our customer support team will contact you via E-mail for further investigation and assistance. The issue will be solved and the solution will be provided in one business day. You can also manage the case from Admin Settings | Support & Resources > Customer Support Case page.
SonicPlatform Administration Guide 67 Getting Additional Help
10
SonicWall Support
Technical support is available to customers who have purchased SonicWall products with a valid maintenance contract. The Support Portal provides self-help tools you can use to solve problems quickly and independently, 24 hours a day, 365 days a year. The Support Portal enables you to:
l View Knowledge Base articles and Technical Documentation l View and participate in the Community Forum discussions l View Video Tutorials l Access SonicPlatform l Learn about SonicWall Professional Services l Review SonicWall Support services and warranty information l Register at SonicWall University for training and certification
SonicPlatform Administration Guide 68 SonicWall Support
About This Document
SonicPlatform Administration Guide Updated - November 2024 232-006133-00 Rev A Copyright © 2024 SonicWall Inc. All rights reserved. The information in this document is provided in connection with SonicWall and/or its affiliates' products. No license, express or implied, by estoppel or otherwise, to any intellectual property right is granted by this document or in connection with the sale of products. EXCEPT AS SET FORTH IN THE TERMS AND CONDITIONS AS SPECIFIED IN THE LICENSE AGREEMENT FOR THIS PRODUCT, SONICWALL AND/OR ITS AFFILIATES ASSUME NO LIABILITY WHATSOEVER AND DISCLAIMS ANY EXPRESS, IMPLIED OR STATUTORY WARRANTY RELATING TO ITS PRODUCTS INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTY OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, OR NON-INFRINGEMENT. IN NO EVENT SHALL SONICWALL AND/OR ITS AFFILIATES BE LIABLE FOR ANY DIRECT, INDIRECT, CONSEQUENTIAL, PUNITIVE, SPECIAL OR INCIDENTAL DAMAGES (INCLUDING, WITHOUT LIMITATION, DAMAGES FOR LOSS OF PROFITS, BUSINESS INTERRUPTION OR LOSS OF INFORMATION) ARISING OUT OF THE USE OR INABILITY TO USE THIS DOCUMENT, EVEN IF SONICWALL AND/OR ITS AFFILIATES HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. SonicWall and/or its affiliates make no representations or warranties with respect to the accuracy or completeness of the contents of this document and reserves the right to make changes to specifications and product descriptions at any time without notice. and/or its affiliates do not make any commitment to update the information contained in this document. For more information, visit https://www.sonicwall.com/legal.
End User Product Agreement
To view the SonicWall End User Product Agreement, go to: https://www.sonicwall.com/legal/end-user-product-agreements/.
Open Source Code
SonicWall Inc. is able to provide a machine-readable copy of open source code with restrictive licenses such as GPL, LGPL, AGPL when applicable per license requirements. To obtain a complete machine-readable copy, send your written requests, along with certified check or money order in the amount of USD 25.00 payable to "SonicWall Inc.", to:
General Public License Source Code Request Attn: Jennifer Anderson 1033 McCarthy Blvd Milpitas, CA 95035
SonicPlatform Administration Guide 69 SonicWall Support
References madbuild 
Customer Community
SonicPlatform Web Console
sonicwall.com/customers/contact-sales/