Umbrella

Trial creation

In general terms, the trial creation process is described in Start a New Trial. The first and second steps of trial creation are mostly the same for all products.

If you choose the Umbrella product at the third step of trial creation, fill in the following fields:

For Package, select a package.

The package you select determines the minimum number of seats you should add:

• Umbrella DNS Security Advantage—at least 10 seats

• Umbrella DNS Security Essentials—at least 10 seats

• Umbrella Platform—at least 500 seats

• Umbrella Insights—at least 1 seat

• Umbrella Professional—at least 1 seat

• Cisco Umbrella for EDU—at least 1 seat

• Umbrella SIG Essentials—at least 1 seat

• Umbrella SIG Advantage—at least 1 seat

Additionally, for the Umbrella SIG Essentials or Umbrella SIG Advantage package, Package add-on options are displayed. For Umbrella SIG Essentials, optionally, select a Remote Browser Isolation (RBI) and either or both the additional add-ons—Cloud Delivered Firewall Layer 7 and Data Loss Prevention.

For Umbrella SIG Advantage, optionally, select a Remote Browser Isolation (RBI).

In the Number of seats field, add at least the minimum number required for the selected Umbrella package.

In the CCW Deal owner field, enter the email addresses of the employees in your organization (the Partner) who will manage the quotes or deal in CCW.

You can add up to six emails, each separated by a comma, semicolon, or space.

The fourth step is identical to other products.

Trial adoption and security metrics

Umbrella’s adoption and security metrics populate dynamically as changes are made.

On the Trials page, as well as in a specific trial record, trial's health category is displayed. This metric which indicates trial use by the customer. You can update the heath category by selecting the Generate button or a corresponding icon left to the category.

Health categories

• – or N/A: Customer has not logged into their Umbrella dashboard.

• Low: Customer has logged into their Umbrella dashboard but has not created an identity.

• Medium: Customer has logged into their Umbrella dashboard, has created an identity, but has not yet sent traffic.

• High: Customer has logged into their Umbrella dashboard, has created an identity, and has sent traffic.

Security report

Once a trial is up and running and sending traffic—indicated by a Trial Strength of High—you can make a request to have Umbrella generate a unique Security report for the trial. Umbrella's Security report lets you see in detail how Umbrella is protecting your customer's trial. For more information, see the Umbrella Security Report and our solutions brief.

Prerequisites for Umbrella Security Report

• Umbrella trial dashboard should be sending traffic, indicated by a Trial Strength of High.

• You should have access to the trial Umbrella dashboard.