This article will guide you through all the necessary steps to migrate from one data center to another.
Please note that this process does involve canceling your current subscription and creating a new account in the desired region. So, please make sure to have all necessary information backed up before proceeding with these steps.
Follow the steps below and update our Support Team once completed (via chat or via email at [email protected]).
1. Existing Account (database/region)
Primary ITDR Application:
Keep a list of active users (you can export it in advance from the users page).
Cloud Data:
Keep a list of allowed assets per tenant (Security Controls > Cloud Data Protection > Assets Allow List).
Keep a list of connected Cloud Data Apps for each tenant (Security Controls > Cloud Data Protection > Connected Applications).
Email Protection:
Keep a list of allowed/blocked email addresses per tenant (Security Controls > Email Protection > Manage Block List / Manage Allow List).
Endpoint Protection:
Keep a record of your MSP global settings and policies (Security Controls > Endpoint Protection > Microsoft Defender Policy Settings).
Keep a record of the override policies from the tenants' accounts.
Guardz Agents: No need to uninstall them, you can rerun the installer once the new account is created to move ownership to the new account.
Managed SentinelOne: Uninstall the agents or follow the migration steps in the following article to transfer them: Migrating from Existing SentinelOne to Guardz.
BYO SentinelOne: Disconnect the integration (you will then be able to connect it with the new account).
Keep a record of your organization settings (Branding & Customer facing info).
Subscription:
Go to Subscription & Billing > 'Unassign Plan', Cancel the subscription of each tenant.
Delete Each Customer:
Go to the Customers page and make sure it has been removed. If not, click on 'Delete customer'.
2. New Account (database/region)
Select the desired database region on the Guardz Sign Up page and proceed with creating a new account.
ITDR Application:
Connect the primary cloud app of your MSP to Guardz.
Connect your tenants' primary cloud application.
Activate licenses.
Cloud Data:
Connect Cloud data applications for each tenant.
After the initial scan of files ends, add the files listed above to the allowed assets.
Email Protection:
Connect email protection app.
Once done, you can add any allow/block rules.
Device Protection:
Set up global settings & policies based on the previous account.
Set up overridden settings in the tenants.
Device agent deployment:
Guardz Agent: You'll need to re-install the agent using the new organization keys There's no need to uninstall the agent using the script. All you need to do is to re-install with the new org keys.
Managed SentinelOne Agents: Reinstall the agents or follow the migration steps in the following article to complete transfer of them from your old account: Migrating from Existing SentinelOne to Guardz.
BYO SentinelOne Agents: Follow the steps in the following article to connect the integration: Guardz + SentinelOne Integration Guide (BYO-S1).
Organization Settings:
Set up your MSP organization settings.
Add each customer following the above steps.
Ensure all settings are configured as desired.
Subscription:
Please contact your Customer Success Manager (CSM) or Support to adjust your subscription in the new account and apply all relevant plans to your customers before the trial period ends.
