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Important
Important
  • Permanent update: You cannot undo or stop the update once you begin. The update may take some time to complete depending on the number of agents managed by your Endpoint & Workload Security instance. TrendAI™ strongly recommends scheduling the update during off hours to avoid a disruption of service.
  • Forced sign out during update: Communicate with any associates that access to your TrendAI™ solutions (both Trend Vision One and Endpoint & Workload Security) will be immediately terminated once the update process begins. Finish all on-going tasks before starting the update. After the update completes, you may need to update your user accounts before re-accessing the system. If an account update is required, the affected users will receive an email notification with instructions about how to perform the update.
  • Post-update tasks:
    • Verify that your user accounts have the correct access permissions and roles in the new User Account app and resolve any role conflicts.
    • Verify that all your endpoint groups, policies, and system settings updated properly to the Server & Workload Protection and Endpoint Inventory apps.
    • Check or establish your IdP connection in TrendAI Vision One™.
    • The update process only moves your base agents and not your Endpoint Sensor agents. After the update process is complete, you must contact your support representative to re-associate your Endpoint Sensor agents with your Server & Workload Protection endpoints.
  • Activity Monitoring: Enabling Endpoint sensor detection and response on your updated endpoints automatically disables Activity Monitoring on your endpoints. When updating to Trend Vision One Endpoint Security, your agents automatically adopt the Default Endpoint Policy. By default, Endpoint sensor detection and response is disabled to prevent accidental over-billing during the update process. For more information, see Automatic disabling of Activity Monitoring after updating to Server & Workload Protection.
  • Compliance considerations: Ensure that you have read and understood the Privacy and personal data collection disclosure for TrendAI Vision One™. Customers that have PCI compliance concerns should contact a sales representative before starting the update.
  • AWS Marketplace billing policy: If your Trend Cloud One account is charged through AWS Marketplace, your Trend Cloud One - Endpoint & Workload Security instance continues to bill to AWS Marketplace after updating to TrendAI Vision One™, while other paid features require credits. Ensure that you have read and understood Migrating a Trend Cloud One - Endpoint & Workload Security instance billed to AWS Marketplace before starting the update.

Procedure

  1. Click the activation link in the email.
  2. Sign in to TrendAI Vision One™ using your Trend Cloud One administrator account that will become the Primary User Account for all your TrendAI™ solutions.
    Note
    Note
    The Primary User Account was previously called your company's Trend Micro Account. The account owner has licensing rights to all your TrendAI™ solutions.
  3. Assign an email account to the Primary User Account and click Verify Email.
  4. Register your business name and your country/region.
    The Country/Region determines the location of your data center.
  5. Review your license information.
  6. Review the TrendAI™ Agreement, Global Privacy Notice, and Data Collection Notice.
  7. Acknowledge that you have read the applicable legal notices by clicking Activate.
  8. Allow some time for the activation process to complete.
  9. If your business has other TrendAI™ solutions licensed, you may see an option to access your solutions in either Trend Vision One or Customer Licensing Portal. Choose Trend Vision One.
  10. Sign in to the TrendAI Vision One™ console using your Primary User Account.
  11. Update your Endpoint & Workload Security solution.
    1. Go to Service Management → Product Instance.
    2. Click Add Existing Product.
    3. From Instance type, select Trend Micro - Endpoint & Workload Security.
    4. Click the Click to generate the enrollment token link and copy the token.
    5. Sign in to the Trend Cloud One console.
    6. Go to Integrations → Trend Vision One.
    7. Click Update with Enrollment Token.
    8. Paste the enrollment token you obtained from Product Instance in TrendAI Vision One™.
    9. Click Update.
      WARNING
      WARNING
      The update process begins. You cannot undo or stop this action. After the update completes, you will no longer have access to your Trend Cloud One - Endpoint & Workload Security console.
  12. Allow some time for the update process to complete. You can sign into the TrendAI Vision One™ console after the account management update has completed. You can also access the Endpoint Inventory or Product Instance app to monitor the update progress of your Server & Workload Protection Manager (replaces the old Endpoint & Workload Security console).
    Learn more about feature mapping in Trend Vision One