Upgrade Guide › Migrating PMDs to an Advanced Policy Management Environment › How the Migration Process Works

How the Migration Process Works

Migrating to an advanced policy management environment lets you deploy and undeploy policies, and check the deployment and deviation status of policies. While you use CA ControlMinder to perform most migration tasks, there are still some tasks you must perform yourself. Understanding how the migration process works helps you troubleshoot any problems that may arise.

The following process gives you an overview of the stages in the migration process:

1. You install the Enterprise Management server components.

   The advanced policy management environment is set up as part of the Enterprise Management installation process.

2. You upgrade the PMD to CA ControlMinder r12.5 or later.
3. You migrate the endpoints that subscribe to the PMD to the advanced policy management environment.
4. In CA ControlMinder Enterprise Management, you export the rules in the PMDB to policy files.
5. CA ControlMinder Enterprise Management creates the following on the DMS:
   • A host group (GHNODE object) that corresponds to the migrated PMDB
   • Hosts (HNODE objects) that correspond to the endpoint subscribers of the PMDB
   • POLICY objects that contain the rules in the policy files
6. In CA ControlMinder Enterprise Management, you join the hosts to the host group. CA ControlMinder assigns the POLICY objects to the host group and deploys the POLICY objects to the hosts that correspond to the endpoint subscribers of the PMDB.
7. In CA ControlMinder Enterprise Management, you do one of the following:
   • If the PMD is a password PMD, you apply a filter file to the PMD.
   • If the PMD is not a password PMD, you delete the PMD.

Note: You can also use the policydeploy utility to perform migration tasks.