C.1 Evaluation Checklist

The following checklist helps you track completed tasks in this product trial and provides a reference to detailed steps in the evaluation process.

 

Checklist Items

  1. Review the terminology and components in Secure Configuration Manager. See Getting Started.

  1. Verify that your computer meets the requirements for the evaluation and plan how you want to set up the components. See Installing Secure Configuration Manager and the Secure Configuration Manager Installation Guide.

  1. Secure Configuration ManagerInstall prerequisite software and on the evaluation computer or computers. See the Secure Configuration Manager Installation Guide and the Secure Configuration Manager Windows Agent Installation and Configuration Guide.

  1. Start the console and begin the guided tour. See Adding Assets to the Asset Map.

  1. Run policy templates and security checks to begin auditing the systems in your environment. See Auditing IT Assets.

  1. Review report results and create exceptions for some endpoints or data. See Evaluating IT Assets.

  1. Configure compliance alerts and schedule regular policy template and delta report runs. See Maintaining Environment Configuration Standards.

  1. Upgrade your trial installation to a production environment. See Applying Product Licenses.