Preparing to migrate

To streamline the migration process and minimize conflicts or duplication in migrated settings, follow these best practices before migrating.

  • Install the Endpoint Migration Assistant — The Migration Assistant is a self-contained McAfee ePO extension that you need to install on the McAfee ePO server.
  • Review and revise objects you plan to migrate — Review legacy settings and assignments. Consolidate them where possible. Remove duplicates and unused objects.
  • Notify others not to make changes to the Policy Catalog, Client Task Catalog, and Host IPS Catalog during migration — If objects change while you're migrating them, the migrated objects don't reflect those changes.
  • Locate unassigned policies and client tasks for migration — (Automatic migration only) During automatic migration, only policies and client tasks that are assigned to at least one group or managed system are migrated. Use manual migration to migrate unassigned policies or client tasks.

What to do next

Once you install the Migration Assistant and review the settings you want to migrate, you are ready to begin migration.

See Appendix D, Maps of migrated policies, for illustrations of how legacy policies are migrated to Endpoint Security policies. These illustrations are also available for reference from the Endpoint Migration Assistant by clicking View Endpoint Security policy mapping at the top of the manual policy selection pane.

See Appendix E, Changes to migrated settings, for details about settings that are removed, moved, renamed, or merged.