The Umbrella for MSSPs console includes the following components that you use to manage customers:
Centralized Reports give you a single-pane-of-glass view of your entire customer base. You can quickly assess the health of your deployment, view security activity volumes, and identify any issues that require your immediate attention. These top level reports enable you to assess and prioritize customers, allowing you to drill down to those that require your immediate attention, whether that means changing policies, remediating infected workstations, changing networks, or redeploying software. These reports are designed to give you a sense of the overall protection level and deployment status for all of your customers. For more information, see Monitor Customers Through Centralized Reports.
The available centralized reports are:
- Overview Report—Gives you a quick snapshot of two key features for all your customers: Activity Volume, and Deployment and Health Status.
- Deployment Status Report—Gives you an overview of the total number of networks, Umbrella roaming clients, and VAs for your customer base.
- Security Summary Report—Gives you an overview of traffic and security events for all of your customers.
- Cloud Services Report—This report shows you the use of cloud-based SaaS services across your customer base by matching their DNS traffic to the Umbrella list of known cloud services. This helps you deal with possible shadow IT, the introduction of security threats through the use of non-approved tools and possibly even the opportunity to sell a solution to meet the needs of users of this cloud service.
At the top of the Overview, Deployment Status, and Security Summary reports you'll find the Notifications area. Any notifications from Umbrella, including new feature announcements or information about scheduled maintenance, appear here.
- Navigate to Centralized Reports > Overview.
- Click the Expand icon to open the Message Center.
Centralized Settings are policy settings that are shared with your customers' and trials' Umbrella dashboards. These settings include Destination Lists, Block Pages, Content Settings, Security Settings, Custom Integrations, and Advanced Settings. For more information, see Centralized Settings.
Customer Management is where you manage your customers and trials. You can start and change trials, make changes to customer settings, and access customer and trial Umbrella dashboards. For more information, see:
The Customer Management overview lets you quickly see the total number of seats you have for all customers and the total number of customers you have.
- Click a customer name to go to the Customer Management page for that organization.
- Click View Dashboard to access the customer's Umbrella dashboard.
- Click Trials or Customers to toggle between the Customer Management page and the Trial Management page.
The Trial Management overview lets you quickly see the total number of seats you have for all trials and the total number of trails you have. You start trials from this page—you must start a trial for all new customers. For more information, see Start a New Trial—I Have a Deal ID and Start a New Trial—I Don't Have a Deal ID.
- Click a trial name to go to the Trial Management page for that organization.
- Click View Dashboard to access the trial's Umbrella dashboard.
- Click Start New Account to start a new trial.
Click the Download CVS icon to export commonly required information about your customers to a .CSV formatted file. This information includes the fingerprint and orgID, as well as the commands you'll need to install the Umbrella roaming client.
You can quickly filter both the Customers and Trials Management page to view only Active or Expired customers and trials.
- Click Filters and then Active or Expired.
The page updates to list on active or expired customers or trials.
You can also sort customers and trials.
- Click Sort by and select a sorting option and then select Ascending or Descending.
Use the MSSP console's search capabilities to find customers and trials. The search bar starts listing customers and trials and soon as you enter a letter. Clicking a customer or trial takes you to that customer or trial's Umbrella dashboard.
You can limit the number of customers or trials you view to only those you want to see by typing in the Search for Customers or Search for Trials box.
Under MSSP Settings, an administrator has access to the following:
- Admins—Allows you to add a new MSSP staff administrator to Umbrella for MSSPs. An administrator created in Umbrella for MSSPs has full administrator level control to all customer organizations. If you would like to limit the new administrator to a single org, we recommend that you go into the individual customer organization and create a new login that is limited to just that org. This might be used if an end-customer wants access to their reporting data. You can also enable two-step verification for your administrative accounts.
- Contacts—Allows you to update your billing and support contact information. You can only have one billing contact and one support contact. For support, if customers that have access to their organization's Umbrella dashboard submit a ticket, the email for the ticket goes to this contact. Umbrella dashboard customers do not have access to Cisco support. The initial billing and support contacts are created when your account is first provisioned by Cisco. Once provisioned, you can change this information at any time.
Note: MSSPs provide first level support to their customers; however, the MSSP can contact Cisco support for assistance. Email email@example.com or click the Support link in the MSSP console.
- Audit Log—Records changes made by administrators to MSSP console settings. This log works in the same fashion as the Admin Audit Log for an individual organization but is specific to Umbrella for MSSPs. An MSSP administrator sees entries related to events generated within Umbrella for MSSPs. A typical action recorded would be the addition or deletion of an organization or seats assigned to an organization.
- Dashboard Co-branding—Allows you to add a graphic—such as a company logo—to your dashboard. For more information, see Umbrella for MSPs Console Co-Branding.
- API Keys—Allows you to create an API key that is used for authentication to the Console Reporting API. For more information, see About the API Endpoints for the Umbrella Console.
- Log Management—Allows you to store the DNS, URL and IP logs of your customers offline in cloud storage. The storage is in Amazon S3 and after the logs have been uploaded, they can be downloaded and kept for compliance reasons or security analysis. For more information, see Centralized Umbrella Log Management.