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If you are a direct customer please see the documentation covering the Upgrade Wizard here: Blancco Management Portal Upgrade Wizard |
What data is included as part of the upgrade?
Below table will provide you with a list of details included in the scope of the upgrade wizard and some key notes related to each item.
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During the wizard, you can select if you want to automatically migrate over existing users.
NOTE! Depending on your current user hierarchy, some users may receive a higher level of access to the system and get visibility to all your Blancco reports when compared to before.
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Custom roles are not available in Management Portal.
If a user with a custom role is migrated using the wizard the role will be automatically changed to "Basic User". Generally speaking this grants more permissions to the system.
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Licenses
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All licenses will be moved over to Management Portal as the final step of the Upgrade Wizard.
NOTE! This will remove the licenses from the old system and after completing the step you will need to run your production against Management Portal!
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EMS entitlement capability
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Workflows
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All available workflows are migrated over.
NOTE! Default workflow information is lost during the transfer and default workflows will need to be manually re-selected after completing the wizard.
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Reports
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Upgrade Stages explained
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Possibility to copy over no reports, last 6 months or last 12 months reports.
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Upgrade Wizard steps
After the upgrade process is started following the instructions provided in the separate email communication manager users will see an "Upgrade available" banner after logging in to the Blancco Cloud.
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- Initially you will see Blancco Management Portal Upgrade Wizard Channel Partner/Distributor check. Selecting "NoYes" the upgrade Wizard continue continues to the welcome page.
- "Welcome to Blancco Management Portal (BMP) Upgrade Wizard" page will list the different steps you need to complete as part of the upgrade. In order to continue "I understand" checkbox needs to be selected.
- "Set up Blancco Management Portal Account". During this step you will define are all groups including sub-groups moved to Blancco Management Portal . Select preferred option and check "I understand that the user hierarchy will change" to proceed.
- By default all manager, basic user and auditor users from your main group will be included. These users are indicated by the green color in the example structure included in the page.
- Any user with manager, basic user or auditor role located in any sub-group will be included to sub-group users under the main group. These users are indicated by the yellow color in the example structure included in the page.
- Any user with a custom role will be included in addition to other users. These users are indicated by the blue color in the example structure included in the page.
account is created for you. Note that this doesn't affect you end customers you are managing, as a channel partner you can manage migration of your end customers at a later stage.
- After successfully creating the account and the users you are required to validate your newly created Management Portal account and login. In order to validate verify your account follow instructions on the separate invite email you receive directly from Management Portal. Once you have managed to complete the sign up and login to Management Portal select "My account has been created and I can log in" and then click "Next".
- If you have been using Blancco Cloud API, review the updated Blancco Management Portal API endpoints and plan the required changes.
- Detailed API guide is available on Blancco Management Portal under the "Support" tab.
Additional Knowledge base content available in Management Portal - API page.
Warning API endpoints in Management Portal are not backwards compatible!
In order to keep using the API, changes are required to meet the requirements for the new API endpoints!
"Manage customers". You can now manage and control migration process for your end customers. List of end customers you manage is displayed and validation to check if these customer are eligible for the upgrade is started automatically. Once the automatic validation is completed the "Status description" column is updated automatically.
- After successful validation you can start to send invites to the end customers by selecting the checkbox on the first column and then selecting "Send invitation". Note that this triggers a user invitation email to be sent automatically to the end customer's users. Once the invitation to an end customer is sent the status of the customer is updated from "Not started" to "In progress" and the "Status description" is updated accordingly from "Stage one pending" → "Stage one in progress" → "Stage one completed".
- After completing "Stage 1" the end customer can access Blancco Management Portal and test the available features before moving over the rest of their existing data. As a channel partner you can also see and manage the end customer tenant from the "Tenants" view in Blancco Management Portal.
- Once the end customer is ready to be fully migrated to Blancco Management Portal (and Stage 1 was already completed) the upgrade can be continued by selecting the checkbox in the first column for appropriate customers and then clicking "Transfer customer(s)". Note that this will transfer all licenses and last 12 months worth of reports for the selected customer to the Blancco Management Portal and erasure clients need to be configured to connect to Management Portal for licensing.
Note After you "Transfer customer" their data will be copied over and the existing Blancco Cloud account will go into a read only mode and customer cannot consume licenses from Blancco Cloud anymore.
Any further erasures will need to be carried out using Management Portal instead.
Upon completion the "Status" of the end customer should update to "Completed" and the "Status description" is updated accordingly from "Stage two pending" → "Stage two in progress" → "Migration completed". - When you have at least started the upgrade process for all the required customers you can proceed migrating the rest of your own data by selecting "Initiate my data transfer". Note that once you proceed with migration of your own data you cannot migrate any new customers so make sure you have started the process for all required customers.
"Transfer data" allows you to define the data copied over as part of the process, by default all licenses and workflows are included and user cannot edit these options. If you want copy over existing reports you can select either none or last 6/12 months worth of reports. If you need older reports to be available on the Management Portal, they need to be transferred over manually.
Warning NOTE! API endpoints between Blancco Cloud and Management Portal are different and not backwards compatible!
If you are integrated with any Blancco Cloud API endpoint you will need to make sure any integration is updated to utilize Blancco Management Portal API endpoints when the "Transfer data" step is run!
Note After you confirm and click "Transfer data" your data will be copied over and your existing Blancco Cloud account will go into a read only mode and you cannot consume licenses from Blancco Cloud anymore.
Any further erasures will need to be carried out using Management Portal instead.
- "Summary" page will appear once the data migration process is completed and you will be presented with the results of the data migration. If there are any issues or errors reported during this stage, please contact Blancco Technical Support for further assistance.
