Back up and restore policies and settings

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You can create a backup of your Trellix DLP policies and settings, and then restore them by loading it to another ePO - SaaS account. This includes all your configurations in Data ProtectionDLP Settings.

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.

  1. Back up your Trellix DLP Endpoint - SaaS policies and settings.

    1. In ePO - SaaS, select Data ProtectionDLP SettingsBackup & Restore.

      If you are migrating for the first time to ePO - SaaS, perform the back up from your ePO - On-prem environment.

    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.

  2. Restore your Trellix DLP Endpoint - SaaS policies and settings.

    1. In another ePO - SaaS account, select Data ProtectionDLP SettingsBackup & 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.

Restore report is generated for review.

Important

If you are migrating for the first time to ePO - SaaS, make sure you review your policies before applying them since certain features from Trellix DLP on-premises are currently not supported.