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Step 1: Prerequisite

To migrate your Agents to the Trend Vision One Endpoint Security Protection your Apex One OnPrem Server need to be on the latest Build version 12980.

Open your Apex One Server
Go to Help > About

^{Click the image to enlarge.}

^{Click the image to enlarge.}
If your Apex One Server is not up to date please install the Updates:

Link to Apex One Updates on Trend Micro Download center

Step 2: Create Trend Vision One environment

Please follow the steps to create a Trend Vision One Account:

Open the URL https://signin.v1.trendmicro.com
Click on Get set up now.

^{Click the image to enlarge.}
Put in your Activation Code of your Apex One Server.

^{Click the image to enlarge.}
Accept the Trend Micro Agreement.

^{Click the image to enlarge.}
Put in your primary user account.

^{Click the image to enlarge.}
Put in the password of the primary user account.

^{Click the image to enlarge.}
Now the Trend Vision One will be activated.

^{Click the image to enlarge.}
When the Activation Process is completed then you will see main page of Trend Vision One.

^{Click the image to enlarge.}

Step 3: Create SEP instance

Follow these steps to create the Standard Endpoint Protection Instance:

Go to Service Management -> Product Instance.
Click on Create Product Instance.

^{Click the image to enlarge.}
Choose Instance Type Standard Endpoint Protection.

^{Click the image to enlarge.}
Fill out the required fields for Display name and Region.

^{Click the image to enlarge.}
After you click on Save you will see the Provisioning Progress which take couple of minutes to be completed.

^{Click the image to enlarge.}
When the Provisioning is completed then the Status is changing to Connected.

^{Click the image to enlarge.}

Step 4: Export Apex One on-prem settings/policies

Follow these steps to export the Settings and Policies of your Apex One OnPrem Server:

Go to Endpoint Security > Standard Endpoint Protection

^{Click the image to enlarge.}
Go to Directories > Product Servers

^{Click the image to enlarge.}
Click on the URL: https://xxxxx.manage.trendmicro.com:433/officescan/

^{Click the image to enlarge.}
Go to Administration > Settings > Server Migration

^{Click the image to enlarge.}
Click there on the link Download Apex One Settings Export Tool.

^{Click the image to enlarge.}
Extract the File ApexOneSettingsExportTool.zip on your Apex One OnPrem Server and open the application ApexOneSettingsExportTool.exe

^{Click the image to enlarge.}
After running the tool, there will be 3 new files generated:
- ApexOne_Agent_DLP_Policies.zip
- ApexOne_Agent_Policies.zip
- Server_Settings_Migration.zip
^{Click the image to enlarge.}

Step 5: Import Settings/Policies

Follow these steps to import the Settings and Policies into Trend Vision One Standard Endpoint Protection:

Go to Endpoint Security > Standard Endpoint Protection.

^{Click the image to enlarge.}
Go to Policies and choose the Product Apex One Security Agent.
Then click Import Settings and import ApexOne_Agent_Policies.zip.

^{Click the image to enlarge.}
The Settings for Apex One Security Agent is imported. Click on the Policy.

^{Click the image to enlarge.}
Specify the Targets and Save.

^{Click the image to enlarge.}
In Policies choose the Product Apex One Data Loss Prevention.
Then click Import Settings and import ApexOne_Agent_DLP_Policies.zip

^{Click the image to enlarge.}
The Settings for Apex One Data Loss Prevention is imported. Click on the Policy.

^{Click the image to enlarge.}
Specify the Targets and Save.

^{Click the image to enlarge.}
Go to Directories > Product Servers.

^{Click the image to enlarge.}
Copy the highlighted path of URL https://xxxxx.manage.trendmicro.com:433/officescan/ as needed for later steps.
Click on the URL https://xxxxx.manage.trendmicro.com:433/officescan/.

^{Click the image to enlarge.}
Go to Administration > Settings > Server Migration.

^{Click the image to enlarge.}
Click on Import Settings ... and import the file Server_Settings_Migration.zip.

^{Click the image to enlarge.}
You need to confirm the Import.

^{Click the image to enlarge.}
After the Import you will get a confirmation that the Import was successful.

^{Click the image to enlarge.}

Step 6: Move Agents

Follow the steps to move the Agents from Apex One OnPrem Server to Trend Vision One Endpoint Security Protection:

Login to your Apex One OnPrem Server and go to Agents > Agent Management.

^{Click the image to enlarge.}
Mark the machines which you want to move.
Right-click to open the context menu and go to Manage Agent Tree > Move Agent.

^{Click the image to enlarge.}
Choose "Move selected agent(s) to another Apex One server
In Apex One Server name or IP address paste in the address which you copied from Step 5.11.

^{Click the image to enlarge.}
After you clicked on Move you need to confirm the Move again.

^{Click the image to enlarge.}
Then the Apex One OnPrem Server will be notified.

^{Click the image to enlarge.}
When the move is completed you will see the agents in the Endpoint Inventory and Standard Endpoint Protection.

^{Click the image to enlarge.}

^{Click the image to enlarge.}

Keywords: Vision One, Migration, Apex One, OnPremise, On-Prem, OnPrem, On-Premise, Agents

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Migrating Apex One Server On Premise Agents to Trend Vision One

Product / Version includes:

Trend Vision OneAll , Apex OneAll

Last updated: 2024/08/21

Solution ID: KA-0016834

Category: Deploy , Upgrade , Migrate

Summary

This article serves as a complete reference for the migration of Apex One (On-premise) Agents to a Trend Vision One Standard Endpoint Protection.

EXPAND ALL

Step 1: Prerequisite

To migrate your Agents to the Trend Vision One Endpoint Security Protection your Apex One OnPrem Server need to be on the latest Build version 12980.

Open your Apex One Server
Go to Help > About

^{Click the image to enlarge.}

^{Click the image to enlarge.}
If your Apex One Server is not up to date please install the Updates:

Link to Apex One Updates on Trend Micro Download center

Step 2: Create Trend Vision One environment

Please follow the steps to create a Trend Vision One Account:

Open the URL https://signin.v1.trendmicro.com
Click on Get set up now.

^{Click the image to enlarge.}
Put in your Activation Code of your Apex One Server.

^{Click the image to enlarge.}
Accept the Trend Micro Agreement.

^{Click the image to enlarge.}
Put in your primary user account.

^{Click the image to enlarge.}
Put in the password of the primary user account.

^{Click the image to enlarge.}
Now the Trend Vision One will be activated.

^{Click the image to enlarge.}
When the Activation Process is completed then you will see main page of Trend Vision One.

^{Click the image to enlarge.}

Step 3: Create SEP instance

Follow these steps to create the Standard Endpoint Protection Instance:

Go to Service Management -> Product Instance.
Click on Create Product Instance.

^{Click the image to enlarge.}
Choose Instance Type Standard Endpoint Protection.

^{Click the image to enlarge.}
Fill out the required fields for Display name and Region.

^{Click the image to enlarge.}
After you click on Save you will see the Provisioning Progress which take couple of minutes to be completed.

^{Click the image to enlarge.}
When the Provisioning is completed then the Status is changing to Connected.

^{Click the image to enlarge.}

Step 4: Export Apex One on-prem settings/policies

Follow these steps to export the Settings and Policies of your Apex One OnPrem Server:

Go to Endpoint Security > Standard Endpoint Protection

^{Click the image to enlarge.}
Go to Directories > Product Servers

^{Click the image to enlarge.}
Click on the URL: https://xxxxx.manage.trendmicro.com:433/officescan/

^{Click the image to enlarge.}
Go to Administration > Settings > Server Migration

^{Click the image to enlarge.}
Click there on the link Download Apex One Settings Export Tool.

^{Click the image to enlarge.}
Extract the File ApexOneSettingsExportTool.zip on your Apex One OnPrem Server and open the application ApexOneSettingsExportTool.exe

^{Click the image to enlarge.}
After running the tool, there will be 3 new files generated:
- ApexOne_Agent_DLP_Policies.zip
- ApexOne_Agent_Policies.zip
- Server_Settings_Migration.zip
^{Click the image to enlarge.}

Step 5: Import Settings/Policies

Follow these steps to import the Settings and Policies into Trend Vision One Standard Endpoint Protection:

Go to Endpoint Security > Standard Endpoint Protection.

^{Click the image to enlarge.}
Go to Policies and choose the Product Apex One Security Agent.
Then click Import Settings and import ApexOne_Agent_Policies.zip.

^{Click the image to enlarge.}
The Settings for Apex One Security Agent is imported. Click on the Policy.

^{Click the image to enlarge.}
Specify the Targets and Save.

^{Click the image to enlarge.}
In Policies choose the Product Apex One Data Loss Prevention.
Then click Import Settings and import ApexOne_Agent_DLP_Policies.zip

^{Click the image to enlarge.}
The Settings for Apex One Data Loss Prevention is imported. Click on the Policy.

^{Click the image to enlarge.}
Specify the Targets and Save.

^{Click the image to enlarge.}
Go to Directories > Product Servers.

^{Click the image to enlarge.}
Copy the highlighted path of URL https://xxxxx.manage.trendmicro.com:433/officescan/ as needed for later steps.
Click on the URL https://xxxxx.manage.trendmicro.com:433/officescan/.

^{Click the image to enlarge.}
Go to Administration > Settings > Server Migration.

^{Click the image to enlarge.}
Click on Import Settings ... and import the file Server_Settings_Migration.zip.

^{Click the image to enlarge.}
You need to confirm the Import.

^{Click the image to enlarge.}
After the Import you will get a confirmation that the Import was successful.

^{Click the image to enlarge.}

Step 6: Move Agents

Follow the steps to move the Agents from Apex One OnPrem Server to Trend Vision One Endpoint Security Protection:

Login to your Apex One OnPrem Server and go to Agents > Agent Management.

^{Click the image to enlarge.}
Mark the machines which you want to move.
Right-click to open the context menu and go to Manage Agent Tree > Move Agent.

^{Click the image to enlarge.}
Choose "Move selected agent(s) to another Apex One server
In Apex One Server name or IP address paste in the address which you copied from Step 5.11.

^{Click the image to enlarge.}
After you clicked on Move you need to confirm the Move again.

^{Click the image to enlarge.}
Then the Apex One OnPrem Server will be notified.

^{Click the image to enlarge.}
When the move is completed you will see the agents in the Endpoint Inventory and Standard Endpoint Protection.

^{Click the image to enlarge.}

^{Click the image to enlarge.}

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Migrating Apex One Server On Premise Agents to Trend Vision One

Step 1: Prerequisite

Step 2: Create Trend Vision One environment

Step 3: Create SEP instance

Step 4: Export Apex One on-prem settings/policies

Step 5: Import Settings/Policies

Step 6: Move Agents

Migrating Apex One Server On Premise Agents to Trend Vision One

Product / Version includes:

Summary

Step 1: Prerequisite

Step 2: Create Trend Vision One environment

Step 3: Create SEP instance

Step 4: Export Apex One on-prem settings/policies

Step 5: Import Settings/Policies

Step 6: Move Agents