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Overview
This article is meant to provide step-by-step directions or click-through walkthroughs on how to set up the basics in an Umbrella DNS trial. This guide will get your Umbrella trial to a basic setup level to begin getting protection from Umbrella in various avenues but is not meant to serve as an all-encompassing setup document.
Quick Shortcut Links
Register a Network
Below you will find a click-through demo of how to register a network in your Umbrella demo environment, please expand the screen below or press F to full screen and follow the instructions.
Please find the relevant KB Articles below:
Register a Network: https://docs.umbrella.com/deployment-umbrella/docs/protect-your-network
Network Status: https://support.umbrella.com/hc/en-us/articles/230903448-Network-Status-Inactive-Over-the-Past-24hrs
If you have any issues with registering a network, please contact your Umbrella Representative or Umbrella Support at umbrella-support@cisco.com
Install the Roaming Client
Below you will find a click-through demo of how to install the Roaming Client on a Windows device, please expand the screen below or press F to full screen and follow the instructions.
The above click-through is of a manual installation on a Windows Device. Please see further supporting documentation below:
If you are installing the Roaming Client on a macOS, please follow these instructions: https://docs.umbrella.com/deployment-umbrella/docs/3-downloading-and-installing
If you are looking to mass deploy this software, please follow these instructions: https://docs.umbrella.com/deployment-umbrella/docs/3-downloading-and-installing#section-distributed-or-automated-installation
If you are deploying the Roaming Security Module due to you using the AnyConnect VPN, then please refer to this article which has a different installation process: https://docs.umbrella.com/deployment-umbrella/docs/the-anyconnect-plugin-umbrella-roaming-security-client-administrator-guide
If you have any issues with installing the roaming client, please contact your Umbrella Representative or Umbrella Support at umbrella-support@cisco.com
Create a DNS Policy
Below you will find a click-through demo of how to a DNS Policy in the Umbrella Dashboard. Please expand the screen below or press F to full screen and follow the instructions.
The above is a simple Click-Through walkthrough on how to make a DNS policy, Please see further supporting documentation below:
Creating DNS Policy: https://docs.umbrella.com/deployment-umbrella/docs/customize-your-policies-1
Best Practices for DNS Policies: https://docs.umbrella.com/deployment-umbrella/docs/best-practices-for-defining-policies
Security Settings: https://docs.umbrella.com/deployment-umbrella/docs/understanding-the-security-categories
Content Category Settings: https://docs.umbrella.com/deployment-umbrella/docs/new-content-categories
Application Settings: https://docs.umbrella.com/deployment-umbrella/docs/application-settings-1
Destination Lists: https://docs.umbrella.com/deployment-umbrella/docs/working-with-destination-lists
Intelligent Proxy: https://docs.umbrella.com/deployment-umbrella/docs/manage-intelligent-proxy
File Inspection: https://docs.umbrella.com/deployment-umbrella/docs/file-inspection
Cisco Umbrella Root Certificate: https://docs.umbrella.com/deployment-umbrella/docs/rebrand-cisco-certificate-import-information
Custom Block Pages: https://docs.umbrella.com/deployment-umbrella/docs/customize-block-pages
If you have any issues with creating a policy, please contact your Umbrella Representative or Umbrella Support at umbrella-support@cisco.com
Checking Reporting
Below you will find a click-through demo of how to check the reporting in your Umbrella demo environment, please expand the screen below or press F to full screen and follow the instructions.
The above is a simple Click-Through walkthrough on how to navigate the Activity Search Reporting, Please see further supporting documentation below:
Activity Search Report: https://docs.umbrella.com/deployment-umbrella/docs/the-activity-search-report
Get started with reports and all other reporting: https://docs.umbrella.com/deployment-umbrella/docs/getting-started-learning-to-use-reports-and-exporting-reports
If you have any issues with the reporting, please contact your Umbrella Representative or Umbrella Support at umbrella-support@cisco.com
Want to learn more?
If you would like to learn more or review our further detailed videos on the topics please click the link below: