Manage sites in OneView

The OneView sites page displays both a summary of your created sites and subscription details for individual sites. Adding a site in OneView gives you control over assigned products, billing, and management of endpoints for your customers. This article explains what site information to identify with your 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 indicates the company for the site, who the main point of contact is, the assigned OneView administrators, and the contract duration for billing.

For configuration, you must identify the following information:

• Company Name
• Customer Name
• Customer Email
• Assigned User(s): OneView administrators or users assigned to the site. 
• Site contract end date: Used to set a reminder date for the site's contract end date.

Subscriptions

Subscriptions indicates products assigned to the site, billing method the customer is using, number and type of devices allocated for each product, and the protection level for the site.

For configuration, you must identify the following information: 

• Subscription type: Subscription types include Paid, 15 day trial, 30 day trial, or Not for resale.
• Billing type
  • Usage billing:  For sites requiring billing based on product allocation and deployed endpoints.
  • Upfront: For sites setup with a contract beforehand and charged for a pre-determined number of seats allocated to specific products. 
• Device types
  • Workstations: Windows and MacOS workstations.
  • Servers: Windows and Linux servers. Requires the workstation device type to be selected.
  • Mobile: Android, ChromeOS, and iOS.
• Protection Level: The max protection level that is applied to the endpoints. For more information, see Usage Based Billing FAQ.
• License allocations: The number of devices to allocate for each protection level. Sites are billed for all endpoints deployed. To create a notification for when the number of allocations is exceeded, see Setup notifications in OneView. 
  Note: An allocation number between 1-100 must be set for trial subscriptions. A Not for resale subscription is automatically provided 20 seats per product. 

Services & Add-ons

Services & Add-ons indicates the services and modules assigned to the site and the number of endpoints allocated for each product. 

For configuration, you must identify the following information: 

• Site Services: If the site is paying for Managed Detection & Response or Managed Threat Hunting. 
• Site Modules: If the site is paying for Vulnerability & Patch Management, DNS Filtering, or Application Block. 
• License Allocations: The number of devices to allocate for each service or module for the site. 

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 assigned to the site once it's created. 

Add a site

1. In OneView, click Manage > Sites.
2. Click the Add Site button +. The Add a Site pop-up window appears. 
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. 
   
   • Note: If a trial is selected, check Automatically convert to paid at the end of the trial to allow the trial to switch to a paid subscription at the end of the trial period. The conversion occurs at 11:59:59PM GMT on the end date of the trial.
6. Click Next. 
7. On the Services screen, toggle on the services for the site and complete the fields using the gathered information. 
8. Click Next
9. On the Add-ons screen, toggle on the modules for the site and complete the fields using the gathered information. 
   
   • All endpoints with deployed add-ons will incur additional monthly charges: Check mark this option to approve the add-on module purchase for endpoints.
10. On the Settings screen, complete the settings fields using the gathered information. 
11. Click Save. 

Add subscription

1. In the left pane, click Manage > Sites.
2. To add a paid subscription, click the row of a site you want to add a subscription on. This expands the site's information page; click Manage subscription.
3. Click Add subscription or Add trial.
   
4. In the Manage Subscriptions pop-up window, enter the following:
   • Device types: Select one or a combination of the following devices to protect:
     • Workstations: Windows and MacOS workstations.
     • Servers: Windows and Linux servers. Requires the workstation device type to be selected.
     • Mobile: Android, ChromeOS, and iOS.
   • Protection Level: Set the max protection level that should be applied to endpoints. For more information, see Usage Based Billing FAQ.
     Note: Incident Response is not available for servers or trials
   • License allocations: Set the number of devices you’d like to allocate for each protection level. You are then billed for all deployed endpoints. To create a notification for when the number of allocations is exceeded, see Setup notifications in OneView. 
5. Click Next. 
6. In the Add-ons window, click the Add-on toggle you want to enable. If an Add-on is enabled, enter the following: 
   • Enter the number of endpoints you would like to allocate: Set the number of devices you’d like to allocate for the Add-on. The number of allocated endpoints is solely used for notifications. 
     Note: For accounts billed upfront, you can only allocate endpoints based on your purchased license amount.
   • All endpoints with deployed add-ons will incur additional monthly charges: Check mark this option to approve the add-on module purchase for endpoints.
7. Click Save.