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Consider the impacts of migrating your local and SAML accounts from other TrendAI™ products to TrendAI Vision One™ after updating to the Foundation Services release.

The following table outlines considerations you should be aware of before migrating your user accounts from Cloud One - Endpoint & Workload Security, Apex One as a Service, Cloud App Security, and Email Security.
Updated product
Description
General considerations for all products
All user accounts migrated to TrendAI Vision One™ are assigned custom user roles with most of the same permissions and asset visibility scope as before migration.
Important
Important
Role-based access control and license-related permissions are not carried over to TrendAI Vision One™ to avoid privilege escalation.
For more information, see User Roles.
If you need to migrate SAML Accounts and SAML Group Accounts from your other TrendAI™ products to TrendAI Vision One™, update to the Foundation Services release and configure the required identity providers in Identity Providers before migrating users.
SAML users with unverified email domains are required to verify their email addresses and update their accounts before signing in to TrendAI Vision One™.
For more information, see Identity Providers.
Migrating Cloud One - Endpoint & Workload Security user accounts to TrendAI Vision One™ Server & Workload Protection
After updating to Server & Workload Protection, all local account users can sign in to TrendAI Vision One™ with the same credentials used to sign in to Cloud One.
Only SAML Account users that were active in the last 30 days in Cloud One are migrated to TrendAI Vision One™ as SAML Accounts.
Users with unverified email domains are required to verify their email addresses before signing in to TrendAI Vision One™.
Tip
Tip
To retain the same capabilities as Cloud One SAML Accounts, manually remove migrated SAML Accounts and re-add the users as IdP-Only SAML Group Accounts after updating to Server & Workload Protection.
Migrating Apex One as a Service user accounts to TrendAI Vision One™ Endpoint Security
After updating to Endpoint Security, local account users must sign in to the Apex One as a Service console and update their sign-in email address and password before signing in to TrendAI Vision One™.
Note
Note
If the email address associated with a TrendAI Vision One™ local account was previously registered with a Cloud One account, the accounts and sign-in credentials merge. The user can sign in to TrendAI Vision One™ with the same credentials used to sign in to Cloud One.
Important
Important
SAML Accounts and SAML Group Accounts without valid email addresses cannot be migrated to TrendAI Vision One™.
The membership of Apex One as a Service SAML Group Accounts remains exactly the same after migrating to TrendAI Vision One™, and cannot be updated. If you need to update group membership after migration, you must create new SAML Group Accounts in User Accounts.
Updating Cloud App Security user accounts to TrendAI Vision One™ Email and Collaboration Security
After updating to Email and Collaboration Security, all local account users receive an invitation email and must update their account before signing in to TrendAI Vision One™.
Local account users can also sign in to the Cloud App Security console and follow the instructions to update their user account.
Note
Note
If a TrendAI Vision One™ local account's sign-in email address was previously registered with a Cloud One account, the two accounts merge. The merged account user can sign in to both TrendAI Vision One™ and Cloud One with the sign-in credentials previously used for Cloud One.
For more information, see Update from Cloud App Security.
Updating Email Security user accounts to TrendAI Vision One™ Email and Collaboration Security
After updating to Email and Collaboration Security, all local account users must sign in to the Email Security console and follow the instructions to update their sign-in email address and password.
Note
Note
If a TrendAI Vision One™ local account's sign-in email address was previously registered with a Cloud One account, the two accounts merge. The merged account user can sign in to both TrendAI Vision One™ and Cloud One with the sign-in credentials previously used for Cloud One.
For more information, see Update from TrendAI™ Email Security.
After updating to Email and Collaboration Security, any Email Security accounts configured as both local and SAML user accounts are migrated to TrendAI Vision One™ as SAML Accounts.
For more information, see Update from TrendAI™ Email Security.