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Symantec Client Management Suite 8.5: Administration

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Symantec Client Management Suite 8.5: Administration Course Outline

The Symantec Client Management Suite 8.5: Administration course is designed for professionals tasked with using Symantec Client Management Suite (CMS) to manage their software and hardware resources in their organizations. This five-day, instructor-led,
hands-on course teaches students the underlying components and concepts of the Symantec Management Platform along with the Symantec Management Console that is used by CMS to perform its management functions. Students learn how to use CMS’s software
solutions to collect inventory, manage their software catalog, deliver and meter software, apply software updates and remotely control computer resources. Students also learn how to use the platform and CMS reports to track and monitor their environment.
Included are supplemental lessons on Site Management and Security.

Delivery Method

Three days

Course Objectives
By the completion of this course, you will be able to:
• Discover and import computer and user resources that you want to manage
• Gather hardware, software and operating system inventory
• Remotely manage computers
• Maintain a software repository
• Deliver software to managed computers
• Meter and track software on managed computers
• Distribute software updates to managed computers
• Analyze gathered data using predefined & custom reports

Who Should Attend
This course is for IT administrators who will be maintaining and installing software, taking inventory of computers, distributing software updates to computers or remotely managing computers.

You must also have a basic understanding and working knowledge of Microsoft Windows (7,8,10 Server 2008/12/16) operating systems and optionally Linux and Mac operating systems.

This course includes practical exercises and labs using your own network of virtual computers that enable you to test your new skills and begin to transfer them into your working environment.


Lesson 1: Discovering Resources within the

Introducing Resource Discovery
• The case for resource discovery
• Stand resource discover methods
• Resource discovery process and methods

Using CMS to Discover and Import Resources
• Network discovery with CMS
• Importing resources from active directory
• Importing resources using the data connector

Adding CMS inventory to resources
• Gathering computer information using inventory
solution policies and tasks
• Standalone inventory
• Introducing targeted software inventory
• Custom inventory
• Agentless inventory
• Introducing file baseline and registry baseline tasks

Validating CMS discovery processes
• CMS increases the visibility of resources
• CMS increases the organization of resources
• CMS allows for efficient management of resources

Lesson 2: Reducing Desk-side visits with Remote Support

Agent Health
• Working with agent health settings
• Configuring agent health settings
• Determining agent health in the agent GUI
• Agent health status
• Agent health summary

Introducing Remote Access Connector
• About remote access connector
• Creating a template configuration file
• Editing the configuration file
• Using the right-click menu

Overview of Real-time System Manager
• Overview of real-time system manager
• How RTSM works
• Connection profiles and credentials
• RTSM right-click tasks
• RTSM server tasks
• Remote management reports

Lesson 3: Business Analytics & Reporting

Introduction to reporting
• Walkthrough of available reports and ITA

Standard reporting
• Creating reports
• Running reports
• Filter report builder -> reports

IT Analytics Reporting
• Configuring it analytics solution
• Cube reports, KPIs and dashboards

Lesson 4: Effective Software Management

Software Management Overview
• The case for effective software management
• Software management overview
• Components of software management

Discovering Software Information in the Environment
• Methods for gathering software inventory
• Software inventory reporting

Developing the Software Catalog
• Creating and configuring software components
• Creating and configuring software products

Managing the Software Catalog
• Ongoing software management in the software views
• Managing software in the software views
• Maintaining the software repository

Efficient Software Distribution
• Methods for delivering software
• Delivering software using tasks
• Delivering software using managed policies
• Delivering software through a request process

Enforcing Software Use and Execution
• Tracking software usage on managed computers
• Execution control using application denial policies
• Reviewing application denial reports

Lesson 5: Improved Security Through Automated Patch Management

Patch Management Solution Overview
• Objective and approach to patch management
• Patch management solution and the 4-A model

Using Patch Management Solution for Windows
• Patch Management within the 4-A model
• Patch Management in the Assessment phase
• Patch Management in the Analysis phase
• Patch Management in the Application phase
• Patch Management in the Advancement phase

Lesson 6: Endpoint Lifecycle Deployment & Staging

Introducing Deployment Solution
• About Deployment Solution
• About PC Transplant
• Enabling the deployment plug-in install policies

Configuring Deployment Solution
• Preparing Deployment Solution
• Symantec Network Boot Services and preboot configurations
• About Symantec Network Boot Service
• Installing Automation Folders

Creating and managing deployment jobs and tasks
• About Deployment tasks and jobs
• Other task types

Deployment Solution imaging
• About Imaging
• Image types: Disk Image
• Image types: Back-up Image
• Configuring the Create Image task
• Image deployment options

View outline in Word


Attend hands-on, instructor-led Symantec Client Management Suite 8.5: Administration training classes at ONLC's more than 300 locations. Not near one of our locations? Attend these same live classes from your home/office PC via our Remote Classroom Instruction (RCI) technology.

For additional training options, check out our list of Symantec Courses and select the one that's right for you.


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