How to migrate policies and systems from one ePolicy Orchestrator server to another server
Technical Articles ID:
KB88822
Last Modified: 2022-01-28 22:36:25 Etc/GMT
Environment
ePolicy Orchestrator (ePO) 5.10
Summary
In some circumstances, you might need to move your policies and systems from one ePO server to another. This article details important settings and what you need to transfer between ePO servers to minimize disruption in your environment.
NOTE: Events, Threat Events, and any information saved in the SQL database isn’t transferred to the new ePO server.
Before you begin
Review the ePO minimum supported product extensions and, if needed, upgrade those products in your environment before any migration.
For details, see KB79283 - How to transfer computers from one ePolicy Orchestrator server to another.
NOTE: Before you transfer, make sure that there are no duplicated systems on the old ePO server. In this way, you avoid issues with reporting. Run the default query with the name Duplicate Systems Names.
Migration
- Install a clean copy of the same or later version of ePO on another server.
NOTE: For a link to ePO installation and best practice guides, see the Related Information section of this article.
- When the install is complete, export the following:
- Export the System Tree as a .txt file:
- From the System Tree, select My Organization, System Tree Actions, Export Systems.
- Choose All systems in this group.
- Click OK.
- Right-click the link provided, click Save link as, and choose a location to save the txt file.
- Export the policies (make sure that the extensions are the same on both ePO instances):
- Navigate to the Policy Catalog, select a product from the list on the left, click the drop-down arrow in the upper right corner, and click Export.
- Right-click the link provided, click Save link as, and choose a location to save the xml file.
- Repeat for each product that you want to export policies for.
- Export the policy assignment on the System Tree:
- From the System Tree, select Assigned Policies.
- Click Actions, Export all assignments, and download the file.
- Export the client tasks on the System Tree:
- From the System Tree, select Assigned client task, and then click Actions.
- Click Export all System Tree assignments.
- Right-click the link provided, click Save link as, and choose a location to save the xml file.
- Export any preconfigured queries and reports:
- Navigate to Queries & Reports, select the Queries tab and checkmark any custom queries that you want to export.
- Click Actions, Export queries, the file is downloaded through the browser.
- Import to the new ePO server:
- For the following, use the same steps used for the export, but click Import instead, selecting the previously saved or downloaded files from the steps above:
- Policies
- Assigned Policies
- Assigned Client Tasks
- Queries and Reports
- For the System Tree:
- From the System Tree, click New Systems.
- Select the option Import systems from a text file into the current group (My Organization), but don’t push agents.
- Click Choose File and navigate to the exported System Tree list.
- If needed, change the options for Import from file and Systems that exist elsewhere in the System Tree.
- Click OK. Systems are imported into the System Tree.
- Implement one of the solutions below:
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