This course teaches students theory and concepts, and provides technical know-how on implementing Client Management Suite.


* Actual course outline may vary depending on offering center. Contact your sales representative for more information.

Learning Objectives

At the completion of the course, you will be able to: Identify the types of information you need to collect to help determine what type of CMS configuration to implement. Install Client Management Suite. Discover and import computer and user resources that you want to manage. Deploy the Symantec Management Agent and plug-ins. Create Organizational Views and Groups and assign resources to them. Create and configure policies, tasks, and jobs and assign them to targets. Troubleshoot common problems with installation and managing of Client Management Suite. Creating reports and installing and configuring IT Analytics.

  • Course Introduction

  • Course objectives
    Course overview
    Lab environment introduction

  • Understanding the Symantec Management Platform

  • Introducing the Symantec Management Platform
    Symantec management Platform components used by Client Management Suite
    Symantec Management Platform concepts
    How Client Management Suite works

  • Architecture of Client Management Suite

  • Understanding Architecture
    Hardware Recommendations

  • Installing and configuring Client Management Suite

  • Installing and using the Symantec Installation Manager
    Installing the Notification Server, suite and solution software

  • The Symantec Management Console

  • Accessing the Symantec Management Console
    Getting to know the Symantec Management Console
    Configuring the Notification Server after installation
    Getting to know the ITMS Management views

  • Discovering resources

  • Introducing resource discovery methods
    Importing resources from Microsoft Active Directory
    Discovering computers using domain resource discovery
    Discovering network resources using Network Discovery

  • Creating and Managing Organizational Views and Groups

  • Learning about organizational views and groups
    Creating custom organizational views and groups
    Managing organizational views and groups

  • Installing and Configuring the Agents and Plug-ins

  • Managing computers with the Symantec Management Agent
    Installing the Symantec Management Agent
    Verifying the Symantec Management Agent installation
    Configuring the Symantec Management Agent settings
    Introducing solution plug-ins for the Symantec Management Agent
    Upgrading Client Management Suite
    Introducing agent, Notification Server and site server communications
    Introducing Notification Server event queues

  • Resource Filters

  • Introducing resource filters
    Managing and working with existing filters
    Creating and modifying filters

  • Filters and Targets

  • Introducing targets
    Working with targets in the computer management view

  • Policies

  • Getting to know policies
    Understanding user-based policies
    Understanding how the Symantec Management Agent receives policies
    Configuring automation policies
    Managing shared schedules

  • Creating and Managing Tasks and Jobs

  • Overview of task management
    Creating and scheduling tasks and jobs
    Task management communication and processing

  • Security

  • Learning about security
    Managing user accounts, security roles, and privileges
    Managing permissions

  • Reporting

  • Introducing reports
    Using and creating classic reports
    Configuring and using IT Analytics

  • Site Management

  • Introducing site management
    Managing sites, subnets and site servers
    Reviewing site server plug-ins to the Symantec Management Agent
    Configuring site services

  • Cloud-enabled Management (CeM)

  • Introducing Cloud-enabled Management (CeM)
    Understanding the cloud-enabled agent
    Preparing the Notification Server and agents for CeM
    Configuring site management for CeM
    Installing and Configuring the SMP Internet Gateway and configuring a CeM Settings policy
    Configuring the SMP Internet Gateway with the SMP IG Manager
    Configuring the CeM Settings policy
    Creating a cloud-enabled agent installation package
    Installing a cloud-enabled agent from a package

  • Replication

  • Understanding replication
    Setting up and configuring replication
    Running replication

  • Hierarchy

  • Understanding hierarchy
    Setting up a Notification Server hierarchy
    Configuring hierarchy replication
    Changing the hierarchy topology

  • Migration

  • Migrating Symantec Management Platform
    Agent registration (trust)Post installation checklist
    Readiness checklist for CMS Migration
    Post migration checklist for a CMS Migration
    Migrating from 6.x to 7.6
    Migrating from 7.x to 7.6

  • Troubleshooting

  • Learning about Symantec Management Platform troubleshooting tools
    Using NSConfigurator
    Using Remote Altiris Agent Diagnostics
    Introducing Notification Server event queues
    Troubleshooting Cloud-enabled Management (CeM)

  • Backing up the server and database

  • Symantec Management Platform components needed for recovery
    Backing up the IIS default web site virtual directories
    Backing up the Configuration Management Database

  • Customizing the Console

  • Customizing the Symantec Management Console
    Personalizing the Symantec Management Console

  • SQL Basics

  • Learning SQL basics

  • Obtaining Technical Support from Symantec

  • Using self-help resources
    Obtaining customer support


This course is designed for the professional tasked with implementing, designing, architecting, installing, and configuring Symantec Client Management Suite (CMS) to manage the software and hardware in their company.




While there are no prerequisites for this course, please ensure you have the right level of experience to be successful in this training.


Length: 5.0 days (40 hours)


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