Overview of migration tasks

As part of the workflow for upgrading a legacy version of the software, use McAfee Endpoint Migration Assistant to migrate your custom settings to Endpoint Security policies before upgrading your legacy software.

  1. Review your custom settings and prepare them for migration.
  2. Download and install the Migration Assistant extension on the McAfee ePO server.
  3. Click MenuPolicyEndpoint Migration Assistant to open Migration Assistant, select automatic or manual mode, then follow the instructions on the screen.
    • Automatic migration — Migrates all supported legacy settings for all supported Windows products installed on all your managed systems or only the systems in one group. Optionally migrates all supported settings for supported Mac and Linux products. Keeps assignments.
    • Manual migration — Lets you select the settings to migrate, then edit the policies if needed. Does not keep assignments.
  4. (Manual migration only) Repeat step 3 to select and migrate additional settings.
  5. Verify that your settings were migrated successfully.