• You have multiple high and low level ESET Security Management Center administrators that require varying levels of accesss. In this example, certain objects are made available to all administrators, while other objects are only accessible to high-level administrators.

Create a branch office structure using Static groups to share objects among multiple users. There are several higher and lower level administrators to ensure redundancy.

In this example, the following conditions exist:

• Two top-level administrators, Admin1 and Admin2 (with home group ALL)
• Two branch offices, Tokyo Office and Sydney Office
• Two local admins in each local office, Tokyo_Admin_1 and Tokyo_Admin_2)
• Shared objects (policies) for admins on all levels
• Objects (policies) accessible only by top-level administrators
• Shared objects (client tasks) in the branch
• Objects accessible only by a single local admin and the Administrator
• Licenses distributed by top-level admins to each branch admin
• Shared installers among all admins

The Administrator must determine the branch structure that best suits the organization. This example shows how to build the following structure:

Figure 1-1

The tree structure in Figure 1-1 depicts the arrangement of static groups for this example. Complete each section to setup the structure.

1. Create static groups
2. Create permission sets
3. Create users
4. Distribute licenses
5. Create a shared policy
6. Create policies shared among top-level administrators
7. Create client task shared in the branch
8. Create a policy accessible only to a single branch administrator
9. Create installers shared among all level admins

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Create static groups

1. Click  More → Groups.
    
2. Click the gear icon next to the All group and select New Static Group.

Figure 2-1
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3. Type the name of the static group in the Name field, optionally you can also type a description. For this example we use the name Tokyo Office.
    
4. Click Finish to create the group.

Figure 2-2
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Repeat steps 1-4 for all static groups needed for your structure. This example will use the static group model shown in Figure 1-1.

 

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Create permission sets

Each user must be assigned at least one permission set. In this example, we must create eight unique permission sets. "_PS", for "permission set"  is appended to the name of each set. Figure 3-1 below illustrates permission assignments in this example.

Figure 3-1
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A. Permissions for top-level administrators

To provide administrator access for Admin1 and Admin2 we have to create a permission set, follow these steps to do so:

1. Click More → Permission Sets.
    
2. Click Permission Sets → New.

Figure 3-2
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3. Type the name of the permission set, optionally you can also type a description.

Figure 3-3
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4. Click Static Groups → Add static group(s).
   

   

   Figure 3-4
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5. Select a static group for this permission set. In this example, we will assign the Admin_ps permission set to the All group. Click OK.

Figure 3-5
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6. Click Functionality → Grant All Functionality Full Access to give full access to users assigned this permission set. To assign a more specific set of permissions, select the corresponding check box for a given usage level to include it in this permissions set.
    
7. Click Finish to save the current permission set.

Figure 3-6
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B. Permissions for branch level administrators

To create permission sets for branch level administrators, repeat steps from chapter A. using the following parameters:

Name	Tokyo_ps
Description	Permission set for Tokyo branch administrators
Static Groups	Tokyo Office
Functionality	Click Grant All and remove Server Settings (both Read and Write)

And another one for the other branch level administrator:

Name	Sydney_ps
Description	Permission set for Sydney branch administrators
Static Groups	Sydney Office
Functionality	Click Grant All and remove Server Settings (both Read and Write)

C. Permissions for home groups

To create permission sets for each branch level administrator's home group, repeat the steps from the chapter A. using the following parameters:

Name	Tokyo_1_home_ps
Description	Permission set for Tokyo_Admin1
Static Groups	Tokyo_Admin_1
Functionality	Click Grant All and remove Server Settings (both Read and Write)

 

Name	Tokyo_2_home_ps
Description	Permission set for Tokyo_Admin2
Static Groups	Tokyo_Admin_2
Functionality	Click Grant All and remove Server Settings (both Read and Write)

 

Name	Sydney_1_home_ps
Description	Permission set for Sydney_Admin1
Static Groups	Sydney_Admin_1
Functionality	Click Grant All and remove Server Settings (both Read and Write)

 

Name	Sydney_2_home_ps
Description	Permission set for Sydney_Admin2
Static Groups	Sydney_Admin_2
Functionality	Click Grant All and remove Server Settings (both Read and Write)

D. Permissions for sharing objects

To create permission sets for sharing objects, repeat the steps from the chapter A. using the following parameters:

Name	Shared_ps
Description	Permission set for shared objects
Static Groups	Shared objects
Functionality	Click Grant All and remove Server Settings (both Read and Write)

After successfully creating all permission sets your permission sets list will look like this:

Figure 3-7
 

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Create users

Log in as an Administrator and follow these steps to create the desired users:

1. Click More → Users → New.

Figure 4-1
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2. Type the username Admin1 in the User field, optionally you can add a description. Click Select.
   

   

   Figure 4-2
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3. Select the All group as the home group for this user and then click OK.

Figure 4-3
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4. Type a secure password into the Password field and confirm it in the field below. You have the option to define additional settings for this account if you desire.

Figure 4-4
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5. Click Permission Sets. In the left menu select the permission set that will be assigned to this user (Admin_ps in this case). Click Finish to save the user.

Figure 4-5
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6. Now when the first user is created, continue with other users. The procedure is the same, just the parameters of users are the following:

Name	Admin2
Description	Top level administrator 2
Home Group	All
Permission sets	Admin_ps

 

Name	Tokyo_Admin1
Description	Tokyo office administrator 1
Home Group	Tokyo_Admin_1
Permission sets	Tokyo_ps, Shared_ps, Tokyo_1_home_ps

 

Name	Tokyo_Admin2
Description	Tokyo office administrator 2
Home Group	Tokyo_Admin_2
Permission sets	Tokyo_ps, Shared_ps, Tokyo_2_home_ps

 

Name	Sydney_Admin1
Description	Sydney office administrator 1
Home Group	Sydney_Admin_1
Permission sets	Sydney_ps, Shared_ps, Sydney_1_home_ps

 

Name	Sydney_Admin2
Description	Sydney office administrator 2
Home Group	Sydney_Admin_2
Permission sets	Sydney_ps, Shared_ps, Sydney_2_home_ps

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Distribute licenses

You can only import licenses to users with the home group All. In this example, the Admin1 and Admin2 users have the All home group, so you can import licenses to them and they can distribute licenses to other users. Follow the steps below to import a licenses to these users and then assign licenses to other users.

1. Click  More → License Management.
    
2. Click Add Licenses.

Figure 5-1
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3. Enter your license key or select one of the following:

• ESET Business Account
• Offline License File

4. ​Click Add Licenses to finish the process and save the license.

Figure 5-2

5. After the license is successfuly saved, a confirmation notice will be displayed:

Figure 5-3

6. In the License Management menu click the gear icon  next to the newly added license key, click Access Group in the menu.
    
7. Click Move in the side menu.

Figure 5-4
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8. Select the group where the license will be moved. (In this case, the home group of Sydney_Admin1). Click OK to move the license.

Figure 5-5
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9. A notification will be displayed notifying you that the license was moved.
    
10. Now the license is available only to top-level administrators (with home group All) and to the user whose home group was selected in the step 8.

Follow these steps to import and move licenses within different access groups.

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Create a shared policy

When a policy is created it is automatically contained in the home group of the user who created it. You can move existing policies to other groups where your user has Write permissions (for Policies).

In this example we create a policy for Windows Endpoints and we move it to Shared group, weher all users can use it for their computers. 

1. Log in as an administrator (Admin1 or Admin2).
    
2. Click Policies → New Policy.

Figure 6-1
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3. Type the name and description for the policy in the appropriate fields in the Basic section.
    
4. Click the Settings section.
    
5. Select the appropriate product from the drop-down menu. Set up the policy according to your needs.
    
6. Click Finish to save the policy.

Figure 6-2
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7. The policy can now be moved to other access groups where it will be available for other users. In this example we will move it to the Shared group.
    
8. Expand Custom Policies in the policies menu and find the policy you created earlier.
    
9. Click the gear icon  next to it and select Access Group → Move.

Figure 6-3
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10. Select the destination group (Shared group) and click OK.

The policy will be moved to the shared group and all users with the appropriate permissions set (Shared_ps) will be able to use it on computers/devices.

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Create policies shared among top-level administrators

To create a policy which will only be available only to top-level administrators, Create a policy in the group All to make it available only to top-level administrators (other users in our setup do not have access to the group All).

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Create client task shared in the branch

Create a client task that will be shared in the Tokyo office branch. It will be accessible to Tokyo administrators and top-level administrators.

1. Log in as Tokyo_Admin1 (administrator of desired branch).
    
2. Navigate to Client Tasks → New.
    
3. Type in the name and description of the task.
    
4. Select the Task Category and Task (according to your needs).
    
5. Click Settings and set up the task.
    
6. Review the task in the Summary section and click Finish to save the task.
    
7. When asked if you want to add a trigger now, click Close.
   

   

   Figure 7-1 

8. The task will automatically be created in the home group of current user (Tokyo_Admin1 has the home group Tokyo_Admin_1). To make the task shared in the branch, move it to the shared static group, Shared group, in this example. Click the new task in the All Tasks menu and click Access Group → Move.

Figure 7-2

9. In the new window select the group which is shared in the branch and click OK.

Figure 7-3
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10. The task will be moved to the shared group for the branch, allowing all branch administrators to use it.

 

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Create a policy that is only accessible to a single branch administrator

This procedure is similar to the shared policy; only a few details are modified.

1. Log in as a branch administrator (eg. Tokyo_Admin1).
    
2. Click Policies.
    
3. Click New Policy.

4. In Basic section type a name and description of the policy.
    
5. Click the Settings section.
    
6. Select the appropriate product from the drop down-menu. Set up the policy according to your needs.
    
7. Click Finish to save the policy.

The policy will be saved in the home group of the current user, which means it will only be accessible to this user and top-level administrators. This branch administrator can apply this policy to all computers and devices to which they have access.

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Create installers shared among all level admins

Any user with sufficient permissions over their home group, the target group and certificates can create an installer that is shared between all level admins.

1. Click  Quick Links → Other Deployment Options.

Figure 8-1

2. Select Create All-in-one Installer and click Create Installer.
   

   

   Figure 8-2

3. Deselect the check box Participate in product improvement program if you do not agree to send crash reports and telemetry data to ESET.
    
4. Select the product for which you want to create an installer.
    
5. Select the check box I accept the terms of the application End User License Agreement and acknowledge the Privacy Policy.
    
6. Select the language for this installer from the drop-down menu.

Figure 8-3
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7. Click Certificate. In the Peer Certificate field, you can select whether to use a custom certificate from a .pfx file, or a certificate from ESMC. Choose the certificate to be used for the installer and if needed, type in the Certificate passphrase.

Figure 8-4
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8. Click Advanced. Type in the Name and Description of the installer.
    
9. Select a parent group where the newly installed clients will be stored. For a shared installer, you should use a shared group where all users of the installer have access. (In this example use Shared objects)
    
10. If you want to use AV Remover, select the check box next to Enable ESET AV Remover.
     
11. Optionally, under Configuration type you can select whether the policy should be applied to clients following installation.
     
12. Make sure the Server Hostname is correct (the IP address of your ESMC Server).
     
13. Optionally you can change the Port, however this is not recommended.
     
14. Click Finish to create the installer.

Figure 8-5
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15. Do not download the installer now. Click Close.
     
16. Click Installers and select the new installer. Click Access Group → Move.

Figure 8-6

17. Select a static group where all desired users have access (in this case the Shared objects) and click OK.

The installer will be moved to the shared group and will be available for all users with permissions over this group.