How to migrate

Hosted Email Security(HES) to

Trend Micro Email Security (TMEMS)

April, 2021
 Agenda
• Introduction
• Precondition
• Data That Will Be Migrated
• Data That Will Not Be Migrated
• Migrate by "Provisioning Wizard"
• Migrate by "Data migration tool"
• Setting up TMEMS after data migration

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 Introduction
• TMEMS provides two ways to migrate customer data from HES:
• Provisioning Wizard
• Data migration tool
• During the data migration, there is no impact on mail traffic and features in
the HES. And the settings in HES would not be auto-purged after the
migration. After customer traffic switch to TMEMS, customers can still
manage the latest 90 days logs and 30 days quarantine messages from the HES
console during those data retention periods.

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 Precondition
• The customer has both TMEMS and HES activated in the Trend Micro license
system. Both two should be in the same login account like the following.

• If TMEMS and HES accounts are not in the same login account, please submit
a support case.

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 Data That Will Be Migrated
• The following data and settings will be migrated to Trend Micro Email Security:
– Dashboard customization settings
– Sender Filter settings
– Keywords and expressions in policy objects
– Notifications in policy objects
– Stamps in policy objects
– Web Reputation Approved List
– BEC settings
– Scan exceptions and settings
– IP reputation settings
– Time-of-Click Protection settings
– Sender address types in quarantine settings
– End user logon method settings
– Synchronization authentication key for Directory Synchronization Tool
– Administrator profile information
– Administrator subaccounts ( Note: If the subaccount names that you migrate from Hosted Email Security already exist in Trend Micro Email Security, those subaccounts will
be renamed, and you will be prompted with the details in the migration UI. )
– Co-branding settings

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 Data That Will Be Migrated - Cont.
• The following data and settings will be migrated to Trend Micro Email Security:
– Policy rule order ( Note: The order of policy rules can be customized for a single domain in Hosted Email Security. After migration, policy rules are categorized by different
types of rules in Trend Micro Email Security, but the order for each type of rules is retained. For example, for virus policy rules of a single domain, the original order will
still be applied.)
– Domain settings, including inbound sever information, outbound sever information and domain status
– All policy rules
– Recipient Filter settings
– Approved and blocked senders
– TLS Peers
– SPF settings
– DKIM verification and signing settings
– DMARC settings
– Quarantine digest settings
– End user managed accounts

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 Data That Will Not Be Migrated
• The following data and settings will not be migrated to Trend Micro Email
Security:
– Mail tracking logs
– Quarantine messages and logs
– Policy event logs
– Audit logs
– DMARC records
– Statistical data on the dashboard
– Last trigger time of policy rules
– Synchronization history of valid recipients, groups and email aliases
– Single sign-on settings for end user accounts
– Remote Manager integration settings

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 Migrate by "Provisioning Wizard"
• While the customer logs on to the TMEMS for the first time, A “Provisioning
Wizard” will be launched to help customer provision, asking whether to migrate
data from HES. Chooses “Migrate data from Hosted Email Security” option
and click Next, TMEMS will start the data migration flow.

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 Migrate by "Provisioning Wizard"
• Once migration completed successfully, click Next to proceed with provisioning
left steps.

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 Migrate by "Provisioning Wizard"
• After provisioning, in the last step of the "Provisioning Wizard“, the customer
will get this screenshot.

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 Migrate by "Data migration tool"
• If customer decides to migrate data after going through all the features on the
administrator console, choose Administration > Hosted Email Security
Migration Tool to launch the tool for migration. The data migration tool is only
available after you choose not to migrate data in the provisioning wizard.

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 Migrate by "Data migration tool"
• Domain or setting added after provision will be removed to avoid data conflict.

Note: If customers already had real traffic runs on TMEMS, please DO NOT run the migration tool or switch traffic before migration.

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 Migrate by "Data migration tool"
• If the migration completed successfully, the customer will get this screenshot.

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 Setting up TMEMS after data migration
• TMEMS recommends customer perform the following tasks after data migration:
– Verify the migrated data on the TMEMS administrator console.
– Set up TMEMS after migration, for example, adjust domain and account settings, share End User
Console web address to organization users, install the Directory Synchronization Tool, and so on.

For details, please refer to https://docs.trendmicro.com/en-us/enterprise/trend-micro-email-security-

online-help/configuring-administ/migrating-data-from-/setting-up-trend-mic.aspx.

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Assistance

Any error happens during the migration or help

needed, please help to submit the support case to us.