How do I use the Policy Migration Wizard in ESET Remote Administrator?

KB Solution ID: SOLN3425|Last Revised: October 22, 2013

Issue

  • Migrate your policy settings for client workstations into a new policy for 5.x clients

Details

If you have recently upgraded your client workstations to ESET 5.x Endpoint products, you can use the Policy Migration Wizard in ESET Remote Administrator Console to migrate settings from your 4.x client policy into a new 5.x policy that you can then enforce on client workstations. This makes it easy to reproduce your preferred settings when upgrading your client workstations to ESET Endpoint products.

Solution

  1. Open the ESET Remote Administrator Console (ERAC) by clicking Start All Programs ESET ESET Remote Administrator Console ESET Remote Administrator Console.  
     
  2. Click Tools Policy Manager.
     
  3. Click Policy Migration Wizard.

Figure 1-1
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  1. Select the check box(es) next to the policy or policies that you want to migrate settings from and click Next.

Figure 1-2

  1. Select one of the following policy migration methods and then click Next:

    1. Replace existing Endpoint policy and use only source settings: All Windows product line v3 and v4 policy settings will be preserved. Windows desktop v5 policy settings that do not conflict with existing Windows product line v3 and v4 settings will use default values.
    1. Merge policies and do not replace conflicting Endpoint settings: Existing and migrated policies will be merged. Existing Windows desktop v5 policy settings will not be replaced by settings from the Windows product line v3 and v4 policy.
       
    2. Merge policies and replace conflicting Endpoint settings: Existing and migrated policies will be merged. Existing Windows desktop v5 policy settings will be replaced by settings from the Windows product line v3 and v4 policy where applicable.

Figure 1-3

  1. Click Finish when migration is complete.

Re-enable ESET Live Grid

When migrating client policies from version 4 and earlier products, the Join ESET Live Grid setting for client workstations will automatically be disabled. To re-enable this setting, follow the steps below:

  1. Click Tools Policy Manager.
     
  2. Select the policy that you just migrated and click Edit policy.
     
  3. Expand Windows desktop v5 Kernel Settings ESET Live Grid.
     
  4. Click Join ESET Live Grid and then select the check box next to Value: Yes / No

Figure 1-4
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  1. Click Console, and then click Yes to save your changes.
  1. When migration is complete, select the policy for which you just migrated settings and click View merged to view only the settings that were affected by migration.

Figure 1-5
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