Preparing to migrate

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

  • Check system requirements — Make sure that the environment and managed systems where you want to install Endpoint Security meet all requirements described in:
    • Windows — KB82761 and the McAfee Endpoint Security Installation Guide
    • Macintosh — KB84934 and the McAfee Endpoint Security for Mac Product Guide
    • Linux — KB87073 and the McAfee Endpoint Security for Linux Product Guide
  • Check product licensing requirementsMigration requires a Threat Prevention License extension for the operating system platform. The Migration Assistant checks for a macOS and Linux License extension before enabling the option to migrate macOS and Linux settings.
  • 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.
    • Review VirusScan Enterprise exclusion rules for unsupported characters. Wherever the ; character is used as a delimiter to separate include and exclude processes, replace it with the , character.
    Tip: Best practice: See KB66909 for links to frequently used Technical Articles about file and folder exclusions for Endpoint Security 10.x.x and VirusScan Enterprise 8.x.
  • 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 the Maps of migrated policies appendix for illustrations of how legacy policies are migrated to Endpoint Security policies.

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