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Migrate policies manually

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Manually migrate selected policies for the supported products you have installed on Linux systems. Use manual migration to migrate selected policies, client tasks, or the Host IPS Catalog for your legacy products. The Endpoint Migration Assistant lets you select specific objects to migrate and edit the policies if needed. Manual migration does not retain assignments for migrated objects.

  • Install the Endpoint Migration Assistant extension on the ePO - On-prem server.

  • Do not allow others to make changes to the objects you are migrating until migration is complete.

The custom policies created in Host Intrusion Prevention: IPS categories can be migrated to Trellix ENS for Linux.

  1. Log on to ePO - On-prem server as an administrator.

  2. Select MenuPolicyEndpoint Migration Assistant.

  3. Select the migration mode as manual.

  4. For manual migration, select objects to migrate as Policies.

  5. For Objects to Migrate, select Policies, then click Next. Only the objects that you have permission to view are listed.

  6. Under Available Policies in the left pane, select policy categories for your products. The legacy policies within those categories are listed on the right side of the screen.

    1. If a category contains multiple policies, select the name of the policy to migrate from the drop-down list that appears next to the category name.

    2. If settings in a selected policy are merging with policies from other categories, the Migration Assistant displays the other categories. For each of these categories:

    • Select the name of the policy to migrate.

    • If you don't want to migrate settings in that category now, select None. If you select None for all the merging categories, no new policy is created for these categories.

  7. Click Next.

    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.

  8. Click Next to start the manual migration wizard.

  9. On the open tab, type a name for the policy, type notes to describe it, and configure its options, then click Next to proceed to the next tab. Repeat this step until you have configured all the selected policies, then click Next.

  10. Review the summary of changes, then click Save to create the new policies and add them to the Policy Catalog.

  11. Select whether to migrate more objects.

    • Yes — Displays the screen where you can select additional objects to migrate.

    • No — Displays the first screen with default settings.