Partial Migration from ESMC 7 / ESET PROTECT 8 to ESET PROTECT Cloud

important

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 to ESMC 7 or ESET PROTECT 8 and upgrade ERA 6.x Agent on all managed computers to ESET Management Agent (version 7 or 8) before migrating to ESET PROTECT Cloud.

It is not possible to migrate database from ESMC 7 / ESET PROTECT 8 server to ESET PROTECT Cloud.

Partial migration includes the migration of:

ESET Management Agents (managed computers)

Policies

Other ESMC 7 / ESET PROTECT 8 database data (dynamic groups, reports, detections, notifications, tasks, installers) are not migrated.

ESET PROTECT Cloud does not support ESET Enterprise Inspector. If you migrate from ESET PROTECT to ESET PROTECT Cloud, you will not be able to manage ESET Enterprise Inspector from ESET PROTECT Cloud.

Follow the steps below to migrate from ESMC 7 / ESET PROTECT 8 to ESET PROTECT Cloud:

I. Create a new ESET PROTECT Cloud instance

II. Migrate Policies from the on-premise ESMC 7 / ESET PROTECT 8 to ESET PROTECT Cloud

III. Migrate ESET Management Agents (managed computers) from the on-premise ESMC 7 / ESET PROTECT 8 to ESET PROTECT Cloud with Migration Policy

IV. Set up ESET PROTECT Cloud users in ESET Business Account and add them to ESET PROTECT Cloud Web Console

note

Note

If you have an MSP account, you can synchronize your MSP account with 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

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.

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3.In the Add License pop-up window, enter your ESET PROTECT Cloud License key and click Add License.

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4.You will receive a verification email. Click Verify license.

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

warning

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

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.


II. Migrate Policies from the on-premise ESMC 7 / ESET PROTECT 8 to ESET PROTECT Cloud

note

Note

Steps below show the migration from ESMC 7.

1.Log in to your on-premise ESMC 7 / ESET PROTECT 8.

2.In your on-premise ESMC 7 / ESET PROTECT 8, 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.

important

Important

Do not export the ESET Management Agent policies that contain connection parameters (for example, server hostname, connection certificate, etc.). This is handled in part III.

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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 8 in step 6 and then click Import to import them to ESET PROTECT Cloud.

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5. Imported policies will appear under Custom Policies. After the migration of computers from ESMC 7 / ESET PROTECT 8 to ESET PROTECT Cloud, policies that were assigned to computers in ESMC 7 / ESET PROTECT 8 are not preserved. After importing Policies to ESET PROTECT Cloud, you can assign them to imported computers in ESET PROTECT Cloud.

warning

Warning

Be careful when applying policies to computers:

a)In your on-premise ESMC 7 / ESET PROTECT 8: 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-premise ESMC 7 / ESET PROTECT 8.


III. Migrate ESET Management Agents (managed computers) from the on-premise ESMC 7 / ESET PROTECT 8 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.

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2.In your on-premise ESMC 7 / ESET PROTECT 8, select Policies > Import. Select the downloade .dat file from the previous step and click Import.

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

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4.Click Assign groups

5. Select the All Static Group and click OK.

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Warning

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

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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 8. You may need to wait a few minutes until all computers from ESMC 7 / ESET PROTECT 8 start connecting to ESET PROTECT Cloud.

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

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.

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

important

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. Set up ESET PROTECT Cloud users in ESET Business Account and add them to ESET PROTECT Cloud Web Console

1.Log in to your ESET Business Account account.

2.Select User Management > New User.

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3.Fill in the required fields (read more in the ESET Business Account Online Help):

I.General - Provide basic information about the user

II.Access Rights:

a)Company Access - Select user's level of company access: Write, Read, Access only to selected sites.

b)User Management Access - Select the check box to allow user to manage other users in ESET Business Account.

c)ESET PROTECT Cloud Access:

Write - User has full access to ESET PROTECT Cloud.

Read - User can only view the data in ESET PROTECT Cloud.

Custom - You can define user access later in ESET PROTECT Cloud in Permission Sets.

No access - User has no access to ESET PROTECT Cloud.

important

Important

To access ESET PROTECT Cloud, a user must have Write or Read access rights to at least one company with eligible (active) ESET PROTECT Cloud license.

III.Preferences - Set user's language for ESET Business Account and ESET PROTECT Cloud and set the time zone.

IV.Security - Adjust security settings for the user (password expiration, idle session timeout, two-factor verification).

Click Create to create the user.

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4.The new user appears in the User Management with the Waiting for activation label.

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5. The user will receive an activation email (to the email address you specified when creating the user). The user must click Activate your account.

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6.The user needs to adjust the user settings and type the password twice (Create password and Confirm password), select the check box I agree to the ESET Terms of Use and click Activate the account.

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7.Log in to your ESET Business Account account. Use the account from step 1; do not use the newly created user account yet.

8.Open the ESET PROTECT Cloud Web Console. Click More > Users > select Mapped ESET Business Accounts > click the Add New button.

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9.Click Select under ESET Business Account identifier.

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10. Select the user you created in the previous steps and click OK.

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11. Select the user's Home group and click Continue.

12. In Permission Sets, you can see the permissions level that you assigned to the user in step 3. If you selected Custom ESET PROTECT Cloud Access in step 3, you need to assign a permission set to the user (an existing one or you can create a new permission set). Click Finish.

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13. Users that were granted the access to ESET PROTECT Cloud will see the option to open ESET PROTECT Cloud in their ESET Business Account.

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