Convert policies and migrate data

Upgrading to McAfee DLP 10.0 or later from versions earlier than 9.4.100 requires migrating or converting incidents, operational events, or policies. McAfee ePO server tasks are used for the conversion/migration.

This task describes upgrading from McAfee DLP Endpoint 9.3.x.

Upgrade the McAfee DLP Endpoint extension to version 9.3.600 (9.3 Patch 6) or later, then install the McAfee DLP 9.4.100 or later extension in McAfee ePO.

The policy conversion task only converts rules that are enabled and applied to the database. To verify the status of rules you want to convert, review your McAfee DLP Endpoint 9.3 policy before conversion.

Task

  1. In McAfee ePO, select Menu → Automation → Server Tasks.
  2. Select DLP Policy Conversion, then click Actions → Run.
    The Server Task Log page opens, where you verify that the task is running. The converted policy is compatible with version 9.4.100 and later policies.
    Note: The task fails if it has run previously. If you make changes to the McAfee DLP 9.3 policy and want to rerun the conversion, edit the server task by deselecting the option Do not run policy conversion if rule set '[9.3] Policy Conversion Rule Set' exists on the Actions page. The previous rule set is deleted and replaced.
  3. Return to the Server Tasks page, select DLP incident migration from 9.3.x to 9.4.1 and above, then click Actions → Edit.
    DLP operational events Migration from 9.3.x to 9.4.1 and above is performed in the same way.
  4. Select Schedule status → Enabled, then click Next twice.
    Note: The migration is pre-programmed, so you can skip the Actions page.
  5. Select a schedule type and occurrence.
    Tip: Schedule the migration tasks for weekends or other non-work hours due to the load they place on the processor.
    1. Set the start date and end date to define a time period, and schedule the task for every hour.
    2. Schedule repeating the task according to the size of incident database you are migrating.
      Incidents are migrated in chunks of 200,000.
  6. Click Next to review the settings, then click Save.