Procedure
- Go to .
- Read the on-screen instructions, and click Get Started.
- On the pop-up screen, click Choose File..., select the
configuration file you exported, select Overwrite or
Merge, and click Next.TrendAI™ Email Security begins to create a migration task, analyze the configuration file, and generate a data analysis report.

Note
This process may take several minutes, depending on the size of the configuration file. - At Step 2 on the pop-up screen, view pre-migration check results to determine
which settings will be migrated to TrendAI™ Email
Security
and which will not.
- Select an option from the Show drop-down list to
show the settings in a specific state.
-
Not supported: Settings in this state are not supported in TrendAI™ Email Security and will not be migrated. If you need these settings, you have to add them in TrendAI™ Email Security manually.
-
Error: There are some critical issues about the settings in this state, but the settings will still be migrated to TrendAI™ Email Security. During migration, some improper settings may be removed or modified. The settings in TrendAI™ Email Security may be unexpected after migration, and the corresponding policies will be disabled temporarily. You need to fix these error settings and enable the policies manually after migration.
-
Warning: There are some minor issues about the settings in this state, and the settings will be automatically handled by TrendAI™ Email Security. You only need to confirm these warning settings after migration.
-
Successful: Settings in this state will be migrated to TrendAI™ Email Security without any issue.
-
- View the detailed description of the settings in the table.
- Click Download Report to download the data analysis report.
- (Optional) If the data analysis report contains too many error
settings, click Cancel, modify the settings, and
restart migration.Clicking Cancel at this step will not import the settings into TrendAI™ Email Security.
- Select an option from the Show drop-down list to
show the settings in a specific state.
- Click Next to proceed with the migration.TrendAI™ Email Security begins to analyze the configuration file, import settings in the configuration file, and generate a data migration report.

Note
This process may take several minutes, depending on the size of the configuration file. - At Step 3 on the pop-up screen, view the migration results to find which
settings are migrated to TrendAI™ Email
Security and which
are not.
- Select an option from the Show drop-down list to
show the settings in a specific state.
-
Not supported: Settings in this state are not supported in TrendAI™ Email Security and are not migrated. If you need these settings, you have to add them in TrendAI™ Email Security manually.
-
Error: There are some critical issues about the settings in this state, but the settings are still migrated to TrendAI™ Email Security. During migration, some improper settings may be removed or modified. The settings in TrendAI™ Email Security may be unexpected after migration, and the corresponding policies are disabled temporarily. You need to fix these error settings and enable the policies manually after migration.
-
Warning: There are some minor issues about the settings in this state, and the settings are automatically handled by TrendAI™ Email Security. You only need to confirm these warning settings after migration.
-
Successful: Settings in this state are migrated to TrendAI™ Email Security without any issue.
-
- View the detailed description of the settings in the table.
- Click Download Report to download the data migration report.
- Select an option from the Show drop-down list to
show the settings in a specific state.
- Click FinishUnder Inbound Protection and Outbound Protection, you will find that the Migration status drop-down list and Migration Status column are added on the policy list screens. Deselect the Show migration status check box in the migration tool if you do not want TrendAI™ Email Security to show the Migration status drop-down list and Migration Status column any more.You still need to verify the migrated data after the migration. For details, see Verify data after migration.
