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How to perform a Manual Migration from legacy McAfee products to Endpoint Security

Introduction

This document is a continuation of How to perform a migration from legacy McAfee products to Endpoint Security - Getting Started. Please refer to that document first.

Install the Migration Assistant

The Migration Assistant extension is required only for migrating legacy settings to Endpoint Security. It is not part of the Endpoint Security product extension package. You must install it on your McAfee ePO server as a separate extension if you plan to migrate.

  1. In McAfee ePO, select Menu | Software Manager | Software Not Checked In.
  2. On the left side of the Software Manager screen, under Product Categories, select Endpoint Security, then:
    1. In the Software section, select McAfee Endpoint Security 10.1.
    2. In the Component section, click Check In to check in the Migration Assistant extension to your McAfee ePO. When installation is complete, the Migration Assistant is listed on the Extensions screen.

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Migrate Policies Manually

Use manual migration to select each policy to migrate, then edit them if needed. Once the new policies are created, you need to assign them to managed systems.

1.     In McAfee ePO, select Menu | Policy | Endpoint Migration Assistant.

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2.     For Mode, select Manual migration and for Objects to Migrate, select Policies.

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3.     The legacy polices are located in the left hand column. Select the polices that you would like to migrate by clicking on the policy Category. You can select multiple categories and they will be converted to the new Endpoint Security policy structure.

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4.     If you select VirusScan Enterprise policies, the Workstation setting is listed by default. (On the same line as the product name, you'll see Settings for: Workstation.) To display server policy settings instead, click Edit, then select Server.

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5.     If a category contains multiple legacy policies, select the name of the policy to migrate from the drop-down list that appears next to the category name. Several legacy policies may be merged into a single new Endpoint Security policy. Selecting None will result in the Endpoint Security defaults being used. Click next when you have selected the policies that you would like to migrate.

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6.     The Migration Assistant displays the source policies on the left side of the screen. At the top of the screen, you see tabs for each Endpoint Security policy to be created. Each tab gives a preview of the new policies created when the selected source policies are migrated. The left pane shows the selected source policies. You can provide a name and review your new policies in the bottom right pane. Click next to review the next new policy.

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7.     After reviewing all of your new policies, click Save at the summary screen.

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8.     You are now ready to assign the new policies to your managed systems.

Migrate Client Tasks Manually

1.     In McAfee ePO, select Menu | Policy | Endpoint Migration Assistant.

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2.     For Mode, select Manual migration and for Objects to Migrate, select Client Tasks.

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3.     Under Available Tasks in the left pane, select the task types to migrate. The legacy tasks of that type are listed on the right side of the screen. If you have created multiple tasks of the same type, a drop-down list appears next to the task type name. Select the name of the task to migrate and click next.

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4.     At the top of the screen, you see tabs for each Endpoint Security client task to be created. Each tab gives a preview of the new tasks when the selected source tasks are migrated. The left pane shows the selected source task. Click Next after you've reviewed your new Client Task.

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5.     After reviewing all of your new client tasks, click Save on the summary screen.

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6.     You can now assign your new client tasks to your managed systems.

Wrapping Up

The new Endpoint Security Migration Assistant makes migrating from legacy products a simple process. With both an automatic and manual mechanism for migration, it provides the flexibility necessary for any organization to quickly and efficiently migrate to Endpoint Security. For more information, please take a look at the Endpoint Security 10.1 Migration Guide.

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‎03-21-2016 09:57 PM
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