Deployment Checklist: MDR Core

Introduction

Since our service tiers differ slightly from one another, we have separate deployment checklists for each service tier, please see the Deployment Checklist for MDR Complete if you are a MDE Complete client.

When starting your deployment, you had the opportunity to leverage our MDR Portal's onboarding wizard and Deployment Playbooks. Those articles offer more detail into each part of a deployment. This checklist helps ensure that you have completed all the steps your deployment of MDR Core.

If you are an MDR Complete user, please see our Deployment Checklist for MDR Complete.

Deployment Phase	Questions
Creating MDR Portal Accounts & User Management	Have I created my own MDR Portal account? Were the correct users invited? Have invited users activated their account?
Setting up the Monitoring Profile	Have I collected the proper information in advance? Client’s domains Client’s email domains Client’s public IPs Staff locations
Setting up Active Response	Have I chosen the appropriate Response Policy (Limited, Balanced, Aggressive) myself or the client? Have I enabled Active Response before integrating Microsoft 365 and Google Workspace for cloud monitoring? When integrating these services, you will be prompted to enable Active Response for the service.
Setting up Cloud Monitoring	Have I collected admin credentials for the following cloud services that I want to enroll for MDR Cloud monitoring?Microsoft 365: Have I authorized Microsoft 365 for Cloud Monitoring? Have I enabled audit logging? Google Workspace: Have I enabled audit logging? have I allowed Field Effect MDR access via the Google Admin Console?
Installing Endpoint Agents	Have I downloaded the appropriate install package(s) (macOS, Windows, Linux)? Have I downloaded the install package(s) specific to your client in the MDR Portal?