Back up and restore policies and settings

You can create a backup of your Trellix DLP Endpoint policies and settings, and then restore them by loading it to another Trellix ePO - On-prem server. This includes all your configurations in Data Protection → DLP Settings.

Note
It is recommended that you create a backup of the policies before upgrading Trellix ePO - On-prem from an older version.

You can't restore DLP Settings of a previous Trellix DLP version. Backups for DLP Settings are only compatible with version 11.5.x and onwards.
License keys aren't backed up and restored.
Custom statuses and resolutions in Incident Manager → Operation Center Case Management settings aren't backed up and restored.
When restoring a backup file to a Trellix DLP extension that already has the same type of configured license, the existing license isn't replaced with the license from the backup file.
Only restore licenses to a Trellix ePO - On-prem that has the same license types configured.

You can encrypt your backup file by setting up a password. Set up an encryption password so that your Shared Password isn't in readable format when recovering the backup file.

Back up your Trellix DLP Discover Trellix DLP Endpoint policies and settings.
1. In Trellix ePO - On-prem, select Data Protection → DLP Settings → Backup & Restore.
2. Leave the default setting for Encrypt the backup file and enter an encryption password.
3. Click Backup to file. Options allow you to select the backup path, to open the file, and to save it.
4. (Optional) Select the checkbox to save the policy injection object (OPG) in the backup.
  Note
  It is not recommended to select the OPG checkbox during a policy backup, as it is only used by developers to debug an environment.
Restore your Trellix DLP Endpoint Trellix DLP Discover policies and settings.
1. In another Trellix ePO - On-prem server, select Data Protection → DLP Settings → Backup & Restore.
2. Select the checkbox Password if the backup file is encrypted.
3. Enter the password you set for encrypting the backup file.
4. Click Restore from file and select the file you saved.

A restore report is generated for review.