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Moving endpoints between companies

Abstract

Company administrators can move endpoints between the companies they manage by dragging and dropping endpoints in the Network page. This option is only available for MSP partners.

Prerequisites

  • Companies

    • You need to be the managing partner for all involved companies.

    • You need to have permission to assist all involved companies with security management.

      Note

      For more information, refer to Viewing companies.

    • The destination and source companies must be directly connected in Network Inventory, with no intermediary companies in between.

    • All companies involved in the task must have monthly subscriptions.

    • The destination company must have customizations compatible with those in the source companies.

    Tip

    There are no limitations imposed by the type of protection models used by either the source, or destination companies.

  • Endpoints

    • All endpoints included in the task need to have BEST deployed. The minimum version of BEST supported by the task is:

      • For Windows - v6

      • For Linux - v7

      • For macOS - v4

    • Make sure none of the endpoints have any following statuses:

      • computer_unmanaged_offline.pngUnmanaged

      • computer_deleted.pngDeleted

      • move_endpoint_status_icon.pngBeing moved

      Tip

      If the task contains endpoints with the vm_pending_restart.pngPending restart or computer_managed_offline.pngOffline statuses, it will wait for the endpoints to come online and perform the move action. If this does not happen in 48 hours, the task will fail.

      Note

      For more information, refer to Checking the endpoints status.

    • The endpoints you are moving must not be of the following types:

      • Security Server

      • Network Sensors

    • You cannot move endpoints if they are in any of the following situations:

      • They are part of an imported inventory such as Active Directory.

      • They have encrypted volumes.

      • They are already the target of another in progress task, or of an endpoint move task that is pending.

Creating the move endpoints task

To move endpoints between companies, follow these steps:

  1. Log in to GravityZone with your administrator account.

  2. Go to the Network page and locate the endpoints you want to move.

    Note

    For more information, refer to Checking the Network page

  3. (Optional) If you want to move endpoints from multiple source companies, follow these steps to be able to view them:

    1. In the upper left side of the Network page, select Filters.

    2. Select the Depth tab.

    3. Under the Filter by section, select All items recursively.

      Network_move_endpoints_task_filter_recursive_77513_en.png

    4. Click Save.

  4. Select the endpoints you want to move.

    Network_move_endpoints_select_77513_en.png

    Note

    You can only move endpoints. Folders are not eligible for this task.

  5. Drag them under a folder in the target company.

    Network_move_endpoints_drag_77513_en.png

    Note

    All moved endpoints will receive the policy assigned to the destination folder.

    A confirmation window will appear providing you with all the details of the task:

    • The endpoints you are about move. The window will display up five endpoints that will be moved. If there are more, it will just display the number of endpoints being moved.

      Network_move_endpoints_list__endpoints_77513_en.png

    • The source company and up to five destination companies. If there are more than five source companies, the window will only display the number of how many there are.

      Network_move_endpoints_list_companies_77513_en.png

    • Warnings regarding any issues that prevent the moving of the endpoints. The window will display up to five endpoints that cannot be moved. If there are more, it will just display the number of endpoints being moved.

      Network_move_endpoints_list__endpoints_can_not_move_77513_en.png

  6. Select Move to confirm the task.

    move_endpoits_windows_253378_en.png

  • A pop-up message will appear in the lower right side of the screen confirming that a task has been created.

  • An move_endpoint_status_icon.png icon will appear next to the endpoint indicating that it is being moved.

  • Information regarding the task is available in User Activity logs, including the user that created it.

Important notes

  • You can simultaneously have multiple move endpoints tasks run in parallel, as long as you are moving different endpoints in each task.

  • After moving Relay endpoints, they will continue to communicate with their associated endpoints, and will remain configured in policies and packages.

  • After being moved, endpoints will continue to connect through their associated relays, even if the Relay endpoints have not been moved.

  • After being moved, endpoints will be assigned the protection model used by the destination company. If the new protection model does not include a specific feature included in the one used by the source company, it will be licensed as an add-on, if available.

  • When moving an Exchange Server, the associated mailboxes are billed for both the source and the destination company.

  • There may be a delay between finishing the task and the endpoints appearing in the Network page.

  • There may be a delay between finishing the task and the endpoints no longer showing the moving state in the source company.

  • Moving an endpoint back to a previous company will place it in its original folder, regardless of where you drop it.

Checking the status of a move endpoint task

  1. Go to the Network > Tasks page and look for the Move endpoint task.

    Note

    You use the Type filter option to only display Move Endpoint tasks.

    Network_move_endpoints_filter_task_77513_en.png

    You will be able to view the status of each task:

    Network_move_endpoints_list_tasks_77513_en.png

    • Pending: the task is assigned, but not running

    • In progress: the task is running on the endpoint

    • Finished: the task is finished on the endpoint

  2. Select a task to view additional information such as:

    Network_move_endpoints_task_details_77513_en.png

    • The status of the move for each endpoint: Failed or Finished.

    • Details regarding the move (click on each endpoint in the list for specific details):

      • Source and destination companies

      • Start and end date

      • Error messages received if any of the endpoints failed to move

Changes to companies and endpoints

After the task has finished, you can observe the following:

Source companies

Destination company

Endpoint status

Offline, managed and marked as moved

Online, managed, and with no issues

Eligible for task or actions

No

Yes

Generate events

No

Yes

Details updated by new events

No

Yes

Endpoint history prior to move

Yes

No

Endpoint history after move

No

Yes

Use license seats

No

Yes

Endpoints appear in Monthly Usage report for current mouth.

No

Yes

Add-on use

N/A

Add-ons activated for the destination company will automatically be applied to the endpoints.

Add-ons used by the source companies will no longer be used.

Billing for add-ons

No

Source companies will not be billed for the add-ons applied to the endpoints for the month of the move.

Yes

Only the add-ons used by the destination company will be billed.

In this section: