Views:

Step 1: Prerequisite

To migrate your Agents to the Trend Vision One Endpoint Security Protection your Trend Micro Apex One on-prem server need to be on the latest build version 12994 or higher.

Open your Trend Micro Apex One Server.
Go to Help > About.

^{Click the image to enlarge.}

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

Link to Trend Micro 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.}
Enter the Activation Code of your Trend Micro Apex One Server.

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

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

^{Click the image to enlarge.}
Enter 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 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 clicking 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 Trend Micro Apex One On-Prem 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.
Click Import Settings and import ApexOne_Agent_Policies.zip.

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

^{Click the image to enlarge.}
Specify the Targets and click 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 Trend Micro 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 Trend Micro Apex One™ server on-premise agents to Trend Vision One™

Product / Version includes:

Trend Vision OneAll , Apex OneAll

Last updated: 2025/01/20

Solution ID: KA-0016834

Category: Deploy , Upgrade , Migrate

Summary

This article serves as a complete reference for the migration of Trend Micro 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 Trend Micro Apex One on-prem server need to be on the latest build version 12994 or higher.

Open your Trend Micro Apex One Server.
Go to Help > About.

^{Click the image to enlarge.}

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

Link to Trend Micro 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.}
Enter the Activation Code of your Trend Micro Apex One Server.

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

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

^{Click the image to enlarge.}
Enter 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 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 clicking 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 Trend Micro Apex One On-Prem 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.
Click Import Settings and import ApexOne_Agent_Policies.zip.

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

^{Click the image to enlarge.}
Specify the Targets and click 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 Trend Micro 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 Trend Micro 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 Trend Micro 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