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Welcome Email

Once your new V4 tenant is ready for login and migration, you will receive an email containing instructions for setting up your login and accessing the V4 portal; sample email notification below.

Info

NOTE:

Emails are sent from notifications@connectsecure.com
V4 tenant will have information flowing once the new companies are added as per the Onboarding Guide OR once the companies are migrated from V3 instance.
V3 existing platform will be running in parallel over the next 90 days.

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Migration Steps (How to Migrate Companies and Settings)

Info

NOTE:

Only users with ADMIN security role permissions can perform migration actions.
Migration process installs the new (V4) agent, but does not uninstall the old one (V3).
Only the agents that are online can be migrated while the migration of the company is initiated. Offline agents
Agents will have an option to restart migration in V3 once they are onlineunder V3 Probes/Agents.
Once all the old (V3) agents are migrated, uninstall of old (V3) agents can be performed.
Post agent uninstall from V3, deletion of those agents from V3 dashboard and or deletion of the company can be performed.

Automated Migrations: Migrations are set to automatic to avoid any manual intervention from 2nd Jan 2023.

In your current V3 CyberCNS portal, when the migration is available for your tenant, you will see the 'Migrate Company' icon available on the top navigation toolbar.

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You will also see the total global progress of all companies from the dashboard view at the top.

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Migration Details (What is Migrating?)

What is migrating from V3 to V4? 🤔

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General Information	Status
Tenant Mapping	Pass
Company Migration	Pass
Company Migration Set of 10	Pass
Company Mapping	Pass
Company Details	Pass
Company Description and Details	Pass
User Migration & Roles	Status
All users should migrate from V3 to V4	Pass
Users with Admin should remain as Admin	Pass
Users with Custom Roles should be set as No-Role	Pass
Users with ITADMIN and allowed companies should remain the same in V4	Pass
Users with ITADMIN and denied companies should remain the same in V4	Pass
Users with ITADMIN should remain as ITADMIN	Pass
Users with No-Role should remain as No-Role	Pass
Users with Read Only will be given Viewer access	Pass
Verify Email Being Received	Pass
SSO Login & Users	Status
Authentication Providers	🔴 Not Migrating
Agent Migration	Status
After Migration V3 & V4, agents should be running	Pass
Agent Credentials Encryption and decryption should happen as in V3	Pass
Agent Credentials should map to the same agent	Pass
Agent details and the last scanned time should be migrated	Pass
Agents should receive a new agent installation job	Pass
Lightweight agent: No need to download probe dependencies	Pass
Probe: Download all dependencies	Pass
Discovery Settings and Credentials	Status
Firewall credentials should be as firewall OS	Pass
Migrate all sets of credentials	Pass
Migrate both exclude and include discovery settings	Pass
Company Settings	Status
AD audit tag	Pass
Agent deprecation	Pass
Asset deprecation	Pass
Backup software	Pass
Default tags	Pass
Deprecated asset retention period	Pass
EDR application	Pass
Manage tags	Pass
Patching status	Pass
Ports policy settings: Exclude and include ports	Pass
Suppress vulnerabilities	Pass
Integrations	Status
Alerts: Check credentials and company mappings	Pass
Associated company and agent for firewall	Pass
Azure AD section: Verify credentials set, company mappings, sync option	Pass
Company mappings	Pass
Credentials migration for all integrations	Pass
Email: Check credentials and company mappings	Pass
Firewall: Check credentials and associated company; also, check credentials updated as firewallOS under the Agent credentials section	Pass
Event Sets	🔴 Not Migrating
Nucleus security: Check credentials & company mappings	Pass
PSA: Check the Credentials section and credentials profile count, Integration profile, and Manage company mappings	Pass
PII Scan Profile	Status
PII scan profile Global	Pass
PII scan profile migration: Map to the same agents as V3	Pass
External Scan Profiles & Configurations	Status
Configuration Settings (Discovery Settings) migration	Pass
External scan profile migration	Pass
Service detection settings: Exclude from migration	Pass
Attack Surface Mapper	Status
Attack Surface Mapper Profile	Pass
Assets	Status
Check updated assets	Pass
Probe: Initiate Full scan and verify agent; for DC machines, check Ad data	Pass
Application Baseline Rules	Status
Company- Appbaseline profile	Pass
Global- Appbaseline profile	Pass
Schedulers	Pass
Deprecated Agents	🔴 Not Migrating
One Time Assessments	🔴 Not Migrating
Global Settings	Status
Agent Deprecation Days	Pass
Asset deperecation days	Pass
Backup Software	Pass
Custom Domain Name	Pass
Default Tags	Pass
Deprecated Asset Retention Period	Pass
EDR Applications Excluded	Pass
Excluded Ports	Pass
Insecure Ports	Pass
Manage Tags	Pass
Patching Status	Pass
Select Date Format	Pass
Session Timeout	Pass
Suppress Vulnerabilities Days for Microsoft Patches	Pass
Timezone Settings	Pass
White Label Settings	Pass

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Post Migration Updates

Here are some items to consider once you have completed migration to V4.

Login to the V4 portal and verify company data and settings (report any issues to our Support Team)
Reconfigure Authentication Providers (login methods) since they are not migrated.
Reconfigure ‘Event Sets’ for any Integrations.
Update any agent installation automation, maintenance, or scripting; the new URL for RMM or scripting installation should be NEEDURL

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Need Help? 🤔

You can contact our support team by emailing support@cybercns.com or visiting our Support Portal at cybercns.freshdesk.com

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Versions Compared

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New Version Current

Key

Welcome Email

Migration Steps (How to Migrate Companies and Settings)

Migration Details (What is Migrating?)

Post Migration Updates

Need Help? 🤔