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Export and import functionality between McAfee ePO servers and versions

When moving data from one ePolicy Orchestrator server to another there are some data objects that can be easily exported and imported and some that have limitations.

The export and import limitations depend on the ePolicy Orchestrator software version and if the data is imported back to the same McAfee ePO server, or to a different server. These tables list the data export and import functionality and limitation.

Table 7-2 Export comparison between McAfee ePO 4.5, 4.6, and 5.0 servers

Data object Available to export from McAfee ePO...

...version 4.5 ...version 4.6 ...version 5.0

Agent Handler Assignments Yes Yes Yes

Agent Handler Settings

This does not include Agent Handler Assignments.

No No No

Automatic Responses Yes Yes Yes

Client Task Assignments No Yes Yes

Client Task Objects No Yes Yes

Contacts No No No

Dashboards No Yes Yes

Detected Systems Exceptions Yes Yes Yes

Detected Systems Settings

Policy Assignment Rules Yes Yes Yes

Policy Assignments No Yes Yes

Table 7-2 Export comparison between McAfee ePO 4.5, 4.6, and 5.0 servers (continued)

Data object Available to export from McAfee ePO...

...version 4.5 ...version 4.6 ...version 5.0 Server Settings

Tree Active Directory Sync No No No

Tree Sorting No No No

User Configured Options No No No

Users No No No

Table 7-3 Export functionality from McAfee ePO 4.5 to different 5.0 server

Data object Can be exported... Notes

...from McAfee

ePO 4.5 server ...to different McAfee ePO 5.0 server

Agent Handler Assignments Yes No ID use causes tree‑based

assignment location loss.

Automatic Responses Yes No The import is rejected.

Client Task Assignments No N/A

Distributed Repositories Yes Yes (but with

limitations) Unless the repositories contain the same content, the exclusion list might cause unexpected package selections.

Log Information No (except for No (except for

Table 7-3 Export functionality from McAfee ePO 4.5 to different 5.0 server (continued)

Data object Can be exported... Notes

...from McAfee

Policy Assignment Rules Yes No Unique IDs contained in the

export information and import are rejected.

Policy Assignments No N/A

Policy Objects Yes No The McAfee Agent

Repository policy might not

limitations) The exported file needs 'My Organization\' removed from each line before importing.

Tag Catalog Yes No Server‑specific data in

specific tags causes those tags to be unavailable after importing.

Tree Active Directory Sync No N/A

Tree Sorting No N/A

User Configured Options No N/A

7

Registered servers

Sharing objects between servers

Table 7-4 Export functionality from McAfee ePO 4.6 to different 5.0 server

Data object Can be exported... Notes

...from McAfee

ePO 4.6 server ...to different McAfee ePO 5.0 server

Agent Handler Assignments Yes No ID use causes tree‑based

assignment location loss.

Automatic Responses Yes No The import is rejected.

Client Task Assignments No N/A

Distributed Repositories Yes Yes (but with

limitations) Unless the repositories

Policy Assignment Rules Yes No Unique IDs contained in

the export information and import are rejected.

Policy Assignments No N/A

Policy Objects Yes No The McAfee Agent

Repository policy might not

Table 7-4 Export functionality from McAfee ePO 4.6 to different 5.0 server (continued)

Data object Can be exported... Notes

...from McAfee

limitations) The exported file needs 'My Organization\' removed from each line before importing,

Tag Catalog Yes No Server‑ specific data in

tags causes those Tags to be unavailable after importing.

Tree Active Directory Sync No N/A

Tree Sorting No N/A

User Configured Options No N/A

Users No N/A

Table 7-5 Export functionality from McAfee ePO 5.0 versus import functionality to different 5.0 server

Agent Handler Assignments Yes No ID use causes tree‑based

assignment location loss.

Automatic Responses Yes No ID use for applicable System

Tree nodes causes an incorrect

7

Registered servers

Sharing objects between servers

Table 7-5 Export functionality from McAfee ePO 5.0 versus import functionality to different

Client Task Assignments Yes Yes (but with

limitations) Broken inheritance tasks are lost and duplicate task assignments are created if tasks are imported before or after breaking inheritance.

Client Task Objects Yes Yes (but with

limitations) Master repository content must

Distributed Repositories Yes No The package exclusion list is

lost after import.

Log Information No (except for

rollup) No (except for rollup)

Permission Sets Yes Yes (but with

limitations) Permission sets must have the same System Tree structure and repository content.

Personal Settings No N/A

Policy Assignment Rules Yes No IDs cause servers to use

incorrect tags and registered servers.

Policy Assignments Yes No Multiple assignments of

multi‑slot policies at one node are not imported correctly.

Policy Objects Yes No The McAfee Agent Repository

policy might not contain the same settings for McAfee ePO servers and Agent Handlers as the old servers, Agent Handlers might not be present, and the policy might fail.

Table 7-5 Export functionality from McAfee ePO 5.0 versus import functionality to different

Server Tasks Yes Yes (but with

limitations)

Source Sites Yes Yes

System Tree Yes Yes

Tag Catalog Yes No Server‑specific data in tags

causes the tags to be unavailable after import

Tree Active Directory Sync No N/A

Tree Sorting No N/A

User Configured Options No N/A

Users No N/A

Table 7-6 McAfee ePO 5.0 Server Task export and import functionality Server task object Exportable to

different server Notes Tasks that include

queries Yes (but with

limitations) Duplicate tasks are created for multi‑used queries between tasks if they are imported at different times.

Tasks that include file

paths Yes (but with

limitations) File paths must match on servers or files might not be written (for example Files written to the D drive by exporting the server fail if the imported server does not have a D drive).

System Search No IDs used for groups and tags lead to a mismatch.

Run Tag Criteria No IDs used for tags lead to a mismatch.

Run Report No IDs used for queries might lead to a mismatch;

queries can contain server‑specific info.

7

Registered servers

Sharing objects between servers

Table 7-6 McAfee ePO 5.0 Server Task export and import functionality (continued) Server task object Exportable to

different server Notes Run Query ‑ Move

Systems No The IDs used probably cause a mismatch.

Run Query ‑ Exclude Tag No The IDs used probably cause a mismatch.

Run Query ‑ Detected

System Exceptions Yes (but with

limitations) The ID used for category selection probably causes mismatch

Run Query ‑ Deploy

McAfee Agent No Agent Handler‑ specific data might not be available to the importing server; the password is not kept in the exported file.

Run Query ‑ Clear Tag No The IDs used probably cause a mismatch.

Run Query ‑ Assign

Policy No The IDs used probably cause a mismatch and task

failure, even though the policy was imported by task.

Run Query ‑ Apply Tag No The IDs used probably cause a mismatch.

Run Query ‑ Add to

System Tree No The IDs used probably cause a mismatch.

Rollup No If the registered servers are selective, IDs are used

and can be mismatched; filtering properties may be server‑specific (Applied Policies).

Repository Replication Yes (but with

limitations) The repositories must have the same content or the task loses settings.

Repository Pull No The ID used for the source site might cause an issue. The repositories must have the same content or the task loses settings.

Purge X Yes (but with

limitations) If using a query to purge, the ID used for the query probably causes a mismatch between servers.

Export Queries No Queries can contain server‑specific data which make the queries incorrect after import.

Change Branch for

Package Yes (but with

limitations) The packages must have the same content or the task loses settings.

Active Directory Sync No The ID used for location, even if the tree structure is imported, probably causes a mismatch.

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