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Management Portal
Blancco Cloud		N/A

This page will guide you through the different steps included in the Blancco Management Portal Upgrade Wizard when upgrading from an existing Blancco Cloud environment to the new Blancco Management Portal.

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 wizard. If you are unsure whether you are entitled for the upgrade, contact your Blancco Sales Representative or Blancco Technical Support.

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.

CategoryIncluded as part of the Upgrade WizardAdditional details
Groups/sub-groupsNoManagement Portal doesn't have concept of sub-groups. All users exists in the same level of hierarchy.
UsersYes, 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 rolesYesPredefined user roles are: Manager, Basic User, Auditor.
Custom user rolesNo

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

YesOnly 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.

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