This article will guide you through all the steps of migrating from one data center to another.
Follow the steps below and update our Support Team once completed (via chat or via email at [email protected])
1. Existing database
Primary cloud app:
- 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)Device 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' accountsOrganization Settings:
- Keep a record of your organization settings (Branding & Customer facing info)
- Keep a record of your SMTP integrationSubscription:
- Go to Subscription & Billing > 'Unassign Plan', Cancel the subscription of each tenantDelete Customer's tenant:
- Go to the Customers page and make sure it has been removed. If not, click on 'Delete customer'
2. New database
Sign Up to Guardz as a new customer and choose the relevant region
Primary Cloud App:
- Connect the primary cloud app of your MSP to Guardz
- Connect your tenants' primary cloud app
- Activate licensesCloud Data:
- Connect Cloud data applications for each tenant
- After the initial scan of files ends, add the files listed above to the allowed assetsEmail Protection:
- Connect email protection app
- Once done, you can add any allow/block rulesDevice Protection:
- Set up global settings & policies based on the previous account
- Set up overridden settings in the tenantsDevice agent deployment:
- 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.Organization Settings:
- Set up your MSP organization settings
- Set up SMTPSubscription:
If you have a Pro plan, please update the CSM to adjust the subscription in the new account
3. Changing Regions
First, make sure to record all of your organization's settings, including branding and customer-facing information. This will ensure that you can easily transfer them to the new region.
Keep a record of your SMTP integration as well, so that you can easily set it up again in the new region.
Next, go to the Subscription Billing section and click on 'Unassign Plan' to cancel the subscription for each tenant. This will allow you to start fresh in the new region.
It's important to also ensure that the customer's tenant is deleted from the Customers page. If it's not removed, simply click on 'Delete customer' to remove it.
Now, it's time to sign up to Guardz as a new customer. During the sign-up process, make sure to choose the relevant region that you want to migrate to.
Finally, set up your primary cloud app and any other configurations in the new region. And that's it, you're all set!
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.