Applies to: Sophos Home Premium and Free (Windows and Mac)

This article covers how to get started with Sophos Home for Windows and Mac, as well as how to configure it and perform installations on additional devices.

Getting Started Part 1 - Installation
               - Installation
             - Post installation steps
             - Locating Sophos Home on the computer
             - Additional information about protections
Getting Started Part 2 - Configuring the Antivirus settings
             - The Sophos Home dashboard 
             - Setting filters for website categories
             - Additional dashboard settings
Getting Started Part 3 - Manual scans and exclusions
             - Manual scan types
             - Scheduling scans
             - Adding scan and antivirus exclusions
Getting Started Part 4 - Troubleshooting and contacting Support 

Getting Started- Part 1 -Installation 

Sophos Home download and installation:
Downloading Sophos Home installer
Installing Sophos Home on Windows computers
Installing Sophos Home on Mac computers

Note: Premium customers should use the email address that they entered when purchasing the product to access their dashboard to install Sophos Home. 

I have installed Sophos Home -What are my next steps?

Upon installation, Sophos Home will automatically start scanning the computer to ensure it is safe (users should restart their machines after the installation and initial scan finish).
Once the scan completes and the computer has been restarted,  no further action is required, Sophos Home Real Time Protection ensures files are analyzed as they are accessed/downloaded, and its auto-update feature will keep the antivirus protection up-to-date.

How do I find Sophos Home on my computer?

Mac: Click on the Sophos Home Shield and confirm it displays “You are protected”

Mac Dark Mode:

Note: If the Sophos Home Shield is read/orange instead, and you have completed all the post installation steps. Please reboot your Mac. 

Windows: Double Click the Sophos Home shield in the system tray, confirm it displays “You are protected”

Understanding the protections installed on the computer

Sophos Home has a layered approach to security, its features include Real Time Protection, artificial intelligence, exploit protection, ransomware detection, home banking protection, etc...To see a list of all the available features please visit our home page
For additional information, visit our security center where you will also find Definitions for cybersecurity terms,as well as hot topics in cybersecurity .

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Getting Started- Part 2 –Configuring the Antivirus settings

Sophos Home is a cloud based antivirus and its settings are configured via the Sophos Home Dashboard. The Dashboard can also be accessed directly from the antivirus by Enabling Direct Access .

In the dashboard, users will find the protected computers and their settings, options to protect new computers, and options to manage their account.

For more information regarding how to manage Sophos Home accounts and subscriptions, please see the "Managing your account" support page. 

Sophos Home Dashboard overview

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Sophos Home Dashboard overview - image entries:
1 – Click on a desired computer on the dashboard to access its history and settings (if only one computer is protected, then users will be directed to that when accessing the dashboard).
2- 2 different ways to add a new device, one via the green Add Device button, and another via the plus “+” symbol.
3 – (Top right of the dashboard) Account  email. Clicking on the arrow next to the email allows users to access their account settings by selecting "My account" 

Dashboard view of a specific computer

(Right- click on the image --> Open image in new Tab to see it in full size)

Dashboard view of a specific computer - image entries:
1 – Available configuration options and views (by default, it starts by showing the STATUS tab. But customers may access different configurations and settings by clicking on HISTORY, PROTECTION, WEB FILTERING and PRIVACY tabs).
2 – Dashboard status will display the protections that are enabled and whether the endpoint is secure.  You may configure these features by clicking the “Configure” button listed within each one.
3- New activity lists the latest events on the endpoint. To see all of them, use the HISTORY tab.

Filtering websites to warn or block access

Websites can be filtered by category, in order to block them or send a warning when a filtered site is being accessed. Here’s how: Controlling websites my family can access

Additional dashboard configuration options

Dashboard configuration and settings

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Getting Started part 3 – Manual scans and exclusions

Sophos Home takes Internet security to a whole new level by seeking out and analyzing suspicious behaviors and activities. This proactive approach to protection, along with real-time threat intelligence from our 24/7 SophosLabs, ensures computers are protected from new and developing viruses, malware, ransomware attacks, application and OS exploits, PUAs, phishing attacks, malicious websites, and the latest cybercrime.

Should customers want to perform a manual scan as well, they can follow the below listed steps:

Manual scan options:

Running a premium scan on Windows
Running a full system scan on Windows
Running a full scan on Mac
Running a fast scan on Mac

Scans may also be scheduled to run automatically on a given date/time:

1. Sign in to Sophos Home dashboard.
2. Click the computer that you need to scan.
3. Navigate to PROTECTION ---> General --> Scheduled scan
4. Click on the slider to enable the scan and choose the desired date/time.

Excluding files, programs or websites 

To exclude specific files/folders/urls from being scanned, please follow these options accordingly: Setting scan exceptions

Windows only- Local exclusions may be needed for certain types of detections, such as exploits
Adding local exclusions/Allowing Installations and/or applications to run

For Machine learning (artificial intelligence) detections, see Excluding a file or application from Machine Learning detection

Note: Sophos Home does not recommend to add exclusions unless customers are sure the url/file/folder being excluded is safe.  The exclusions articles provide steps to reach out to Sophos Labs to verify if a website/file/program is safe prior to excluding them.

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Getting Started – Part 4 - Troubleshooting and contacting Support

Sophos Home support is available to customers using both the Free and Premium products. Sophos Home Free customers only have access to knowledge base articles on the Sophos Home Support page. Sophos Home Premium customers have access to dedicated support personnel via chat and webform after logging into the Sophos Home dashboard.

Steps to contact support:
Contacting Sophos Home support

Troubleshooting articles be found below:
Resolving technical issues

All available articles:
Sophos Home Help

Release notes:
Sophos Home - Release notes

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