Contents

Introduction

Overview

Quick Shortcut Links

Register a Network

Install the Roaming Client

Create a DNS Policy

Checking Reporting

Want to learn more?

Introduction

This document describes how to begin an Umbrella DNS trial.

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.  Use this guide to 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

Install the Roaming Client

Create a DNS Policy

Checking Reporting

Want to learn more?

Register a Network

Here you can find a click-through demo of how to register a network in your Umbrella demo environment, please expand this screen or press F to full screen and use the instructions.

Please find the relevant KB Articles here:

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

Here you can find a click-through demo of how to install the Roaming Client on a Windows device, please expand this screen or press F to full screen and use the instructions.

This click-through is of a manual installation on a Windows Device. Please see further supporting documentation here:

If you are installing the Roaming Client on a macOS, please use these instructions:  https://docs.umbrella.com/deployment-umbrella/docs/3-downloading-and-installing

If you are looking to mass deploy this software, please use these instructions: https://docs.umbrella.com/deployment-umbrella/docs/3-downloading-and-installing#section-distributed-or-automated-installation

https://support.umbrella.com/hc/en-us/articles/230905308-Umbrella-Roaming-Client-GPO-and-SCCM-Deployment-in-Windows-Server-2003-2008-2012

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/secure-umbrella-roaming-cisco-secure-client-formerly-anyconnect

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

Here you can find a click-through demo of how to a DNS Policy in the Umbrella Dashboard.  Please expand this screen or press F to full screen and use the instructions.

This is a simple Click-Through walkthrough on how to make a DNS policy. Please see further supporting documentation here:

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

Here you can find a click-through demo of how to check the reporting in your Umbrella demo environment, please expand this screen or press F to full screen and use the instructions.

This is a simple Click-Through walkthrough on how to navigate the Activity Search Reporting. Please see further supporting documentation here:

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 this link: https://learn.umbrella.com