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How do I migrate from ESET Remote Administrator 5 to version 6?

Issue

  • Upgrade ESET Remote Administrator and ESET endpoint/server products from version 5.x to version 6.x

Solution

Before proceeding:
 

Because ESET Remote Administrator (ERA) 6 uses an entirely new architecture, it is important that existing ERA users verify that their network is ready to upgrade, and that the upgrade process will not result in any loss of functionality. Consider the following before upgrading:

  • ESET Remote Administrator 6 uses a new configuration layout that is optimized for use with ESET Endpoint version 6 products: While it is possible to manage ESET Endpoint version 5 products (and earlier ESET Business Edition products) using ERA 6, only settings common across all versions will be manageable. For this reason, we strongly recommend that you arrange to upgrade client workstations to ESET endpoint version 6 products when you upgrade to ERA 6.
     
  • Parametric Groups, Static groups synchronized from Active Directory and tasks from earlier versions of ERA cannot be migrated to ERA 6 because of changes to the configuration layout. We strongly recommend that you record your policy settings for reference when upgrading from an earlier version of ERA.

If you have password-protected settings on version 5 endpoints: We highly recommend disabling password protection before upgrading to ERA 6.x to avoid issues during uninstallation.

Prerequisites


 

Upgrade to ESET Remote Administrator 6 on a new server

  1. On your new server, install ESET Remote Administrator 6.
     
  2. On the server where ERA 5.x is currently installed, follow the steps below to back up the database from your existing ERA installation:
    1. Click the link below to download the ESET Remote Administrator Migration Tool (ERA Migration Tool). You will need your existing ESET-issued Username and Password to download the tool. If you do not have your Username and Password, you can recover them here.

      Download the ESET Remote Administrator Migration Tool
       

    2. When the download is finished, extract the Win32 folder and double-click Migration Tool (if you receive a System error, ensure that you have installed the Microsoft Redistributable Package mentioned in the prerequisites).
       
    3. Select Export and click Next.

Figure 1-1

  1. Select I accept the terms in the license agreement if you agree and click Next.
     
  2. Select the check boxes next to the data you want to export and click Next.

Figure 1-2

There are limitations for policy migration.

  • Only policies from upper ERA server are migrated.
  • Only policy definitions are migrated, policy relations are not being migrated.
  • You will need to assign migrated policies to appropriate groups manually after the migration.
  • Hierarchy of policies is omitted. In case there is an override flag in your old ERA, this flag is converted to a force in ERA 6 policy for that same setting.
  • If there are settings for multiple products in a single policy in old ERA, an individual policy for each product
    will be created in ERA 6.
  1. Create a new folder on your Desktop named ERA 5 database. In the ERA Migration Tool, click Browse, navigate to the folder you just created, type ERA 5 database into the File name field, click Save and then click Next.

Figure 1-3

  1. The ERA Migration Tool will display the progress of the database export. Click Finish when all exported data shows as complete.

Figure 1-4

  1. Transfer the file that you exported using the ERA Migration Tool to the new server where ERA 6 is installed.
     
  2. On your new server where ERA 6 is installed, click the link below to download the ESET Remote Administrator Migration Tool. You will need your existing ESET-issued Username and Password to download the tool. If you do not have your Username and Password, you can recover them here.

    Download the ESET Remote Administrator Migration Tool

  3. Double-click the ERA Migration Tool to run it. Select Import, and click Next.

Figure 1-5

  1. Select I accept the terms in the license agreement if you agree and click Next.

  2. Type the IP address of your new server (where ERA 6 is installed) into the Host field and type the port number used to connect to the ERA Server (the default is 2223) into the Port field.

  3. Type the Administrator username and password for your ERA 6 Administrator account into the Administrator username and Password fields and then click Next.

Figure 1-6

  1. Click Browse, navigate to the ERA database file that you exported in step 2 and then click Next.

Figure 1-7

  1. The ERA Migration Tool will notify you if any settings in ERA will be changed to allow for the importation of your database. Select the check boxes for items you want to allow and click Next.

Figure 1-8

  1. The ERA Migration Tool will display the progress of the database export. Click Next when all imported data shows as complete.

Figure 1-9

  1. If you chose to migrate users, user passwords are reset and replaced with randomly generated passwords. Click Save passwords to export a CSV file containing the newly generated passwords for ERA users.

  2. The ERA Migration tool can export a script that you can run on client computers to align their settings with those migrated to ERA. Click Save script next to the appropriate operating system(s) to export a script for your client computers. When you are finished, click Finish.

Figure 1-10

  1. Make a note of any group info, tasks or policy settings that you currently use on client workstations before uninstalling.

  2. Using ERA 5.x, uninstall ESET endpoint solutions on client computers.

  3. Add your client computers in ERA 6.

  4. Deploy the ERA Agent to client computers.

  5. Push ESET endpoint solutions out to client computers. After push installation is complete, you can use the script you generated in step13 to update client computers with your saved data.

 


 

Upgrade to ESET Remote Administrator 6 on your existing servers

 

  1. Click the link below to download the ESET Remote Administrator Migration Tool (ERA Migration Tool). You will need your existing ESET-issued Username and Password to download the tool. If you do not have your Username and Password, you can recover them here:

    Download the ESET Remote Administrator Migration Tool
     

  2. When the download is finished, extract the Win32 folder and double-click Migration Tool (if you receive a System error, ensure that you have installed the Microsoft Redistributable Package mentioned in the prerequisites).

  3. Select Export and click Next.

Figure 2-1

  1. Select the check boxes next to the types of data that you want to export and click Next.

Figure 2-2

There are limitations for policy migration.

  • Only policies from upper ERA server are migrated.
  • Only policy definitions are migrated, policy relations are not being migrated.
  • You will need to assign migrated policies to appropriate groups manually after the migration.
  • Hierarchy of policies is omitted. In case there is an override flag in your old ERA, this flag is converted to a force in ERA 6 policy for that same setting.
  • If there are settings for multiple products in a single policy in old ERA, an individual policy for each product
    will be created in ERA 6.
  1. Create a new folder on your Desktop named ERA 5 database. In the ERA Migration Tool, click Browse, navigate to the folder you just created, type ERA 5 database into the File name field, click Save and then click Next.

Figure 2-3

  1. Click Finish once the data export is complete.

Figure 2-4

  1. Make a note of any group info, tasks or policy settings that you currently use on client workstations before uninstalling.
     
  2. Using ERA 5.x, uninstall ESET endpoint solutions on client computers.
     
  3. Click Start All ProgramsESET ESET Remote Administrator ConsoleUninstall. Follow the on-screen instructions to uninstall ESET Remote Administrator 5.x Console.
     
  4. Click Start All ProgramsESET ESET Remote Administrator Server Uninstall. Follow the on-screen instructions to uninstall ESET Remote Administrator 5.x Server.
  1. Install ESET Remote Administrator 6.
  2. Double-click the ERA Migration Tool to run it. Select Import, and click Next.

Figure 2-5

  1. Select I accept the terms in the license agreement if you agree and click Next.

  2. Type the IP address of your new server where ERA 6 is installed into the Host field and type the port number used to connect to the ERA Server (the default is 2223) into the Port field.

  3. Type the Administrator username and password for your ERA 6 Administrator into the Administrator username and Password fields and then click Next.

Figure 2-6

  1. Click Browse, navigate to the ERA database file that you exported in step 6 and then click Next.

Figure 2-7

  1. The ERA Migration Tool will notify you if any settings in ERA will be changed to allow for the importation of your database. Select the check boxes for items you want to allow and click Next.

Figure 2-8

  1. The ERA Migration Tool will display the progress of the database export. Click Next when all imported data shows as complete.

Figure 2-9

  1. If you chose to migrate users, user passwords are reset and replaced with randomly generated passwords. Click Save passwords to export a CSV file with the newly generated passwords for ERA users.

  2. The ERA Migration tool can export a script that you can run on client computers to align their settings with those migrated to ERA. Click Save script next to the appropriate operating system(s) to export a script for your client computers. When you are done, click Finish.

Figure 2-10

  1. Add your client computers in ERA.
  2. Deploy the ERA Agent to client computers.

  3. Push ESET endpoint solutions out to client computers. After push installation is complete, you can use your notes from step 5 to create new groups, tasks and policies and distribute them to client computers.

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