Update Worry-Free agents to TrendAI Vision One Endpoint Security Standard Endpoint Protection

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Use Endpoint Inventory to update your customers' endpoint agents from Worry-Free to TrendAI Vision One™ Endpoint Security.

Important

Before you start the update process, review the following notes:

Supported Agents: The update process supports endpoints with Worry-Free Services Security Agent and the TrendAI Vision One™ Endpoint Security agent installed.

Migration for Windows requires the Worry-Free Services Security Agent version 6.7.4082 or later.

Migration for macOS requires the Worry-Free Services Security Agent version 3.7.2050 or later.

To update unsupported endpoints or agent types, uninstall the current protection agent and install the TrendAI Vision One™ Endpoint Security agent. For more information, see Deploy agents.
Permanent Update: Once the update begins, the process cannot be paused or reversed. The Worry-Free agent will be automatically removed and replaced with the new TrendAI Vision One™ Endpoint Security agent.
Compliance Considerations: Review the TrendAI Vision One™ data privacy, security, and compliance information to understand how the update may affect your environment. If you have specific regulatory requirements (such as PCI Security Standards), please review the documentation carefully before continuing.
Policy Settings: You can choose to migrate the Windows and Mac policies of the Device (Default) group from Worry-Free. Verify that the agents you plan to update can connect to TrendAI Vision One™ with the default policy settings. If you prefer not to migrate settings, review the default policy assignment and settings in TrendAI Vision One™ Endpoint Security. Updated agents not assigned a policy adopt the default assignment.

For information on how Worry-Free agent features map to Endpoint Security Policies, see Protection feature mapping for updating Worry-Free to TrendAI Vision One™ Endpoint Security.
Post-Update Tasks: After the update, verify that all endpoints successfully upgraded, review any flagged issues that need attention, and ensure each endpoint is assigned to an endpoint security policy.
Time: The agent update process might take up to 30 minutes to complete depending on the number of agents, connection availability, and other factors within your customer's environment. If this is your first time performing an update, allow an additional 20 to 40 minutes to provision Standard Endpoint Protection and migrate Worry-Free group and policy settings.
Offline agents: Offline agents start the update process once they reconnect with TrendAI Vision One™.
FAQs: For a full list of support requirements and limitations, see Update Worry-Free agents FAQs.

You can use Endpoint Inventory in your TrendAI Vision One™ for Service Providers console to automatically update selected customer endpoints from the Worry-Free agent to the TrendAI Vision One™ Endpoint Security agent with Standard Endpoint Protection features. The process allows you to update one customer's endpoints at a time.

After the update process completes, verify your customers' security policies and that endpoints are able to connect with TrendAI Vision One™.

Procedure

In the TrendAI Vision One™ for Service Providers console, go to Security Solutions → Endpoint Inventory → Endpoints and click the target customer to update.

Note

You can only update endpoints from one customer at a time.
If this is your first time updating Worry-Free agents for this customer, create the Standard Endpoint Protection instance and choose whether to migrate group and policy settings.
1. Select one or two Worry-Free agents and click Update Worry-Free agent.
2. When prompted, confirm the information about updating agents and click Accept.
  
  The Create Standard Endpoint Protection instance window appears.
3. Specify a unique Display name.
4. Select the region.
5. Specify a description for the instance.
6. Click Create.
  
  Your customer's TrendAI Vision One™ console creates the Standard Endpoint Protection instance. The task might take up to 20 minutes to complete depending on your customer's environment. While the instance provisions, you cannot update Worry-Free agents.

Configure migration for Worry-Free group and policy settings.

The first time you update a customer's agents, the Migrate Worry-Free group and policy settings window appears. You can choose to migrate the default group and policy settings to TrendAI Vision One™ Endpoint Security Policies, or skip the migration.

Select one or two Worry-Free agents and click Update Worry-Free agent.
When prompted, confirm the information about updating agents and click Accept.

In the Migrate Worry-Free group and policy settings window, choose how to manage group and policy migration.

Migrate group and policy settings from Worry-Free to TrendAI Vision One™ and apply to Protection Manager: Migrates the default group and policy settings. Migrating group and policy settings takes about 20 minutes to complete. You will not be prompted again for this customer.
Skip this time and use existing group and policy settings from TrendAI Vision One™: The selected endpoints update to Standard Endpoint Protection and apply the Default Assignment in TrendAI Vision One™ Endpoint Security Policies.
Skip migration and do not show again: Endpoints you choose to update to Standard Endpoint Protection for this customer all apply the Default Assignment in TrendAI Vision One™ Endpoint Security Policies. You will not be prompted again for this customer.

Note

If you choose to skip this time, the Migrate Worry-Free group and policy settings prompt appears the next time you select endpoints to update for this customer.

After migration finishes, TrendAI™ recommends reviewing the task status and downloading the policy migration report to check for any missing or failed configuration migration.

If the task is successfully completed, all data which can be migrated was successfully transferred. Some Worry-Free data, such as URL types, cannot be migrated to TrendAI Vision One™.
If the task is successful, but partially completed, review the report to see what data failed to migrate to TrendAI Vision One™.
If the task failed, review the error message to troubleshoot any issues.

After reviewing the migration report, TrendAI™ recommends modifying the policy settings in your customer's TrendAI Vision One™ console to include any date or settings that did not migrate. To modify your customer's policies, go to Endpoint Security → Endpoint Security Configuration → Endpoint Security Policies.

Update your customer's Worry-Free agents.
1. Select the endpoints you want to update.
  
  Note
  
  You can select up to a maximum of 200 endpoints to update at a time.
2. Click Update Worry-Free agent.
  
  The Update Worry-Free agent window appears.
3. Select the Endpoint group to assign the endpoints after updating.
  
  You must select a different group for Windows and macOS endpoints. If your selection includes endpoints with both operating systems, you must choose a group for each. If you only select endpoints with one operating system, you only need to choose one group.
  
  Note
  
  If you migrated the policy settings, the endpoint groups created by the migration are automatically selected by default.
  
  Select a group for Windows and macOS agents
  
  Select a group for agents with the same OS
  
  Selecting a group displays the Endpoint security policy assignment name and populates the list of selected agents.
4. Review the list of selected agents for compatibility.
  
  Any agent that is not supported or compatible displays a caution icon (). These agents are unable to update and will not run the update task.
5. After reviewing, click Update.
  
  TrendAI Vision One™ for Service Providers creates the update task and sends the request to all connected endpoints. Allow up to 30 minutes for the update task to complete. Disconnected agents start the task as soon as they reconnect.
  
  Updated agents display the Standard Endpoint Protection instance you selected.
After the update task finishes, review your customer's endpoints to ensure they are able to connect and have the correct policy assignments.