How to migrate policies and systems from one ePolicy Orchestrator server to another server
Technical Articles ID:
KB88822
Last Modified: 5/14/2020
Environment
McAfee ePolicy Orchestrator (ePO) 5.x
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 is not 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:
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 orlater 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, All systems in this group.
Select Export as .txt.
Export the policies (make sure that the extensions are the same on both ePO instances):
Navigate to the Policy Catalog and click Export.
Download the file as XML.
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.
Select Export all System Tree assignments, and download the file.
Export any preconfigured queries and reports:
Navigate to Queries & Reportsand select the needed report.
Click Actions, Export queries, and download the file.
Import to the new ePO server:
For the following, use the same steps used for the export, but click Import instead:
Policies
Assigned Policies
Assigned Client Tasks
Queries and Reports
For the System Tree:
From the System Tree, select New Systems.
Select the option
Click Browse 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.
Deploy McAfee Agent from the new ePO server, and force the installation over the existing versions. Or, you can transfer the systems from one ePO instance to the other using the steps in KB79283.
Related Information
For ePO installation and best practice guides, visit the Enterprise Documentation site.
