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If your company is entitled for the upgrade, users with "manager" role should have been notified through separate email communication and they should be able to access the upgrade wizardwizard and start the upgrade process following the instructions provided in the email. If you are unsure whether you are entitled for the upgrade, contact your Blancco Sales Representative or Blancco Technical Support.
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| Category | Included as part of the Upgrade Wizard | Additional details |
|---|---|---|
| Groups/sub-groups | No | Management Portal doesn't have concept of sub-groups. All users exists in the same level of hierarchy. |
| Users | Yes, configurable by the user | 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. |
| Predefined user roles | Yes | Predefined user roles are: Manager, Basic User, Auditor. |
| Custom user roles | No | 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. |
Licenses | Yes | 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! |
EMS entitlement capability | Yes | Only included if feature is already enabled for your Blancco Cloud group. |
Workflows | Yes | 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. |
Reports | Yes, configurable by the user | Possibility to copy over no reports, last 6 months or last 12 months reports. If you require older reports to be migrated over they need to be transferred manually. See Transferring Reports from Blancco Cloud to Blancco Management Portal for more details. |
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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Note that you can close the upgrade wizard at any point or post pone the upgrade initially and any progress made will be saved. When you choose to proceed with the upgrade you will continue from the step you closed the wizard previously. |
- Initially you will see "Welcome to Blancco Management Portal (BMP) Upgrade Wizard" page. This 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 the user accounts you want to copy over automatically from your existing Blancco Cloud group(s). Select preferred options and check "I understand that the user hierarchy will change" to proceed.
- By default (none of the available checkboxes selected) 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.
- When "Add all other users as basic users" is selected any user with manager, basic user or auditor role located in any sub-group will be included in addition to the users in the main group. These users are indicated by the yellow color in the example structure included in the page.
- When "Add custom role users as basic users" is selected any user with a custom role will be included in addition to other selected users. These users are indicated by the blue color in the example structure included in the page. Note that "Add all other users as basic users" will need to selected as well if you have users with custom roles in any sub-group and you want to include these users as part of the upgrade. This is presented as the user 8 in the example structure (requires both options to be checked in order to included).
- An account will be created, defined users invited to the system and test licenses will be added to your new Management Portal account. Depending on the number of users this might take a few minutes.
- 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 your account follow instructions on the separate 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".
- "Configure erasure client settings" page provides you with the new communication settings you will need to use in order to consume licenses/send reports to Management Portal. After you have tested the communication works with the updated settings check the "I can confirm..." checkbox and select "Next".
"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 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 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.
