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Partial Migration from ESMC 7 / ESET PROTECT to ESET PROTECT Cloud


important

You cannot migrate ERA 6.x Agents to ESET PROTECT Cloud. If you have ERA 6.x Server or if you have ERA 6.x Agents in your infrastructure, upgrade your server and upgrade ERA 6.x Agent on all managed computers to ESET Management Agent (version 7 and later) before migrating to ESET PROTECT Cloud.

You cannot migrate database from ESMC 7 / ESET PROTECT server to ESET PROTECT Cloud.

Partial migration includes the migration of:

ESET Management Agents (managed computers)

Policies

Other ESMC 7 / ESET PROTECT database data (dynamic groups, dynamic group templates, reports, detections, notifications, tasks, installers) are not migrated.

ESET PROTECT Cloud does not support ESET Inspect but supports ESET Inspect Cloud. If you migrate from ESET PROTECT to ESET PROTECT Cloud, you will not be able to manage ESET Inspect from ESET PROTECT Cloud, but you can manage ESET Inspect Cloud from ESET PROTECT Cloud.

Follow the steps below to migrate from ESMC 7 / ESET PROTECT to ESET PROTECT Cloud:


note

If you have an MSP account, follow the steps for MSP migration to Cloud.

I. Create a new ESET PROTECT Cloud instance

II. Migrate Policies from the on-premises ESMC 7 / ESET PROTECT to ESET PROTECT Cloud

III. Migrate ESET Management Agents (managed computers) from the on-premises ESMC 7 / ESET PROTECT to ESET PROTECT Cloud with Migration Policy

IV. Migrate mobile devices

V. Set up ESET PROTECT Cloud users in ESET Business Account

VI. Add ESET Business Account users to ESET PROTECT Cloud Web Console


warning

If you manage devices encrypted with ESET Full Disk Encryption, follow these steps to avoid the loss of recovery data.

1.Before the migration - Navigate to Status Overview > Encryption. Here you can Export your current ESET Full Disk Encryption Recovery Data.

2.After the migration - Import the ESET Full Disk Encryption Recovery Data on your new management console.

If you are unable to perform these steps, you need to decrypt the managed devices before the migration. After the migration, you can encrypt the managed devices from the ESET PROTECT Cloud Web Console.


I. Create a new ESET PROTECT Cloud instance

Prerequisites

A Superuser account in ESET Business Account.

An eligible license for ESET PROTECT Cloud.


important

If your EBA and EMA2 accounts are registered to the same email address, the ESET PROTECT Cloud can be activated only from one account. The account (EBA or EMA2) you choose to create the ESET PROTECT Cloud instance from will be the only one you can use to activate or delete the instance.

Create a new ESET PROTECT Cloud instance

1.Open the ESET Business Account and log in (or create a new account).

2.Click Licenses > Enter License Key.

eba_welcome

3.In the Add License window, type your ESET PROTECT Cloud license key and click Add License.

eba_add_license

4.You will receive a verification email (if you do not receive the email, follow the Knowledgebase article instructions). Click Verify license.

eba_verify_license

5.In the Dashboard, click Activate under ESET PROTECT Cloud.


warning

Check the language setting of your ESET Business Account. Some ESET PROTECT Cloud main program window elements are defined the first time you set the language in your ESET Business Account language settings, and cannot be changed later.

6.An Activate ESET PROTECT Cloud window will open. Read the Terms of Use and select the check box if you agree.

7.Select a data center location for your ESET PROTECT Cloud instance that is the closest to the location of your managed network and click Continue.


warning

After selected, you will not able to change the data center location of your ESET PROTECT Cloud instance.

8.Your ESET PROTECT Cloud instance will be created. You can wait for a few minutes until it is created or you can log out and you will be notified by email when the ESET PROTECT Cloud instance is available.

9.Click Continue. Alternatively, click Dashboard, click Open in the ESET PROTECT Cloud tile to open a new tab with ESET PROTECT Cloud Web Console.

ESET PROTECT Cloud synchronizes your ESET Business Account structure to the Static Group tree in Computers in the Web Console.


II. Migrate Policies from the on-premises ESMC 7 / ESET PROTECT to ESET PROTECT Cloud


note

Steps below show the migration from ESMC 7.

1.Log in to your on-premises ESMC 7 / ESET PROTECT.

2.In your on-premises ESMC 7 / ESET PROTECT, select Policies > All > select the check box in the table header (or select the check boxes next to policies you want to export) and then click Actions > Export.


warning

Do not export any ESET Management Agent policies.

Ensure you do not have any Agent policy with the set icon_force_policy Force flag for Servers to connect to.

export_policies

3.Save the .dat file with the list of Policies.

4.In ESET PROTECT Cloud, click Policies > Actions > Import and select the .dat file with the list of policies exported from ESMC 7 / ESET PROTECT in step 2 and then click Import to import them to ESET PROTECT Cloud.

cloud_import_policies

5.Imported policies will appear under Custom Policies. After the migration of computers from ESMC 7 / ESET PROTECT to ESET PROTECT Cloud, policies that were assigned to computers in ESMC 7 / ESET PROTECT are not preserved. After importing Policies to ESET PROTECT Cloud, you can assign them to imported computers in ESET PROTECT Cloud.


warning

Be careful when applying policies to computers:

a)In your on-premises ESMC 7 / ESET PROTECT: Make the list of applied policies and their order for each managed computer.

b)In ESET PROTECT Cloud: Apply policies to each computer based on the policy setup from the on-premises ESMC 7 / ESET PROTECT.


III. Migrate ESET Management Agents (managed computers) from the on-premises ESMC 7 / ESET PROTECT to ESET PROTECT Cloud with Migration policy

1.In ESET PROTECT Cloud Web Console, click Quick Links > Download Migration Policy and save the .dat file.

cloud_dwn_mig_pol

2.In your on-premises ESMC 7 / ESET PROTECT, select Policies > Import. Select the downloaded .dat file from the previous step and click Import.

cloud_policy_import

3.Navigate to Custom Policies and select your imported migration policy.

cloud_mig_pol_assign


important

Test the migration on a few machines

We recommend migrating a few computers to which you have physical access. Ensure they can connect to ESET PROTECT Cloud and then proceed with migration of all computers.

4.Click Assign > Assign groups.

5. Select the All Static Group and click OK.


warning

Apply the migration policy to the All Static Group to ensure that you migrate managed computers.

After the migration, all computers will appear in the Lost & found Static Group in ESET PROTECT Cloud.

If you are a Managed Service Provider with a multi-tenant setup, repeat these steps for each Static Group to ensure that migrated computers are in their original Static Groups:

a)Select the Static Group.

b)Allow computers to migrate.

c)Move the migrated computers to the corresponding Static Group in ESET PROTECT Cloud.

cloud_select_targets_all

6. Click Finish to apply the policy.

7. Log in to your ESET PROTECT Cloud Web Console. In Computers, you will see the computers migrated from ESMC 7 / ESET PROTECT. You may need to wait a few minutes until all computers from ESMC 7 / ESET PROTECT start connecting to ESET PROTECT Cloud.

8. After you migrate computers from ESMC 7 / ESET PROTECT to ESET PROTECT Cloud, you need to re-activate ESET security products on these computers (activate managed computers with licenses managed by ESET PROTECT Cloud):

a.In ESET PROTECT Cloud Web Console, click Dashboard > Computers tab > click the red area of the Top computer problems graph and select Activate Product.

cloud_activate_product

b.Select the ESET security product license in Settings, review the target computers in Target and click Finish.


important

If the computers run various ESET security products (e.g. both endpoint and server products), you need to repeat the activation steps and select the appropriate license for each ESET security product category.

c.Wait a few minutes until the ESET security products are activated.


IV. Migrate mobile devices

V. Set up ESET PROTECT Cloud users in ESET Business Account

VI. Add ESET Business Account users to ESET PROTECT Cloud Web Console