Switching from Conventional Scan to Smart Scan

Product license

To use smart scan, ensure that you have activated the licenses for the following services and that the licenses are not expired:

• Antivirus

• Web Reputation and Anti-spyware

Apex One server

Ensure that agents can connect to the Apex One server. Only online agents will be notified to switch to smart scan. Offline agents get notified when they become online. Independent agents are notified when they become online or, if the agent has scheduled update privileges, when scheduled update runs.

Also verify that the Apex One server has the latest components because smart scan agents need to download the Smart Scan Agent Pattern from the server.

To update components, see Apex One Server Updates.

Number of agents to switch

Switching a relatively small number of agents at a time allows efficient use of Apex One server resources. The Apex One server can perform other critical tasks while agents change their scan methods.

Timing

When switching to smart scan for the first time, agents need to download the full version of the Smart Scan Agent Pattern from the Apex One server. The Smart Scan Pattern is only used by smart scan agents.

Consider switching during off-peak hours to ensure the download process finishes within a short amount of time. Also consider switching when no agent is scheduled to update from the server. Also temporarily disable "Update Now" on agents and re-enable it after the agents have switched to smart scan.

Agent tree settings

Scan method is a granular setting that can be set on the root, domain, or individual agent level. When switching to smart scan, you can:

• Create a new agent tree domain and assign smart scan as its scan method. Any agent you move to this domain will use smart scan. When you move the agent, enable the setting Apply settings of new domain to selected agents.

• Select a domain and configure it to use smart scan. Conventional scan agents belonging to the domain will switch to smart scan.

• Select one or several conventional scan agents from a domain and then switch them to smart scan.

IPv6 support

Smart scan agents send scan queries to smart protection sources.

A pure IPv6 smart scan agent cannot send queries directly to pure IPv4 sources, such as:

• Trend Micro Smart Protection Network

Similarly, a pure IPv4 smart scan agent cannot send queries to pure IPv6 Smart Protection Servers.

A dual-stack proxy server that can convert IP addresses, such as DeleGate, is required to allow smart scan agents to connect to the sources.