Migration Plan: Upgrading from IT Access to CM10

The document provides an overview plan for all customers who are using MetaDefender IT Access On-premise version 3.49.x to upgrade to My OPSWAT Central Management (Central Management v10).

1. Key Principles

  • No in‑place upgrade from IT Access OVA to CM10 OVA.

  • Recommended path: Deploy CM10 in parallel → migrate/recreate config → re‑enroll endpoints in waves.

  • CM10 uses active mode (agents connect to CM10).

2. Phase 1 – Preparation

  • Deploy CM10 on‑prem OVA Virtual Appliance Deployment and verify the following:

    • FQDN/DNS, TLS cert, access to UI

  • Network/ports (minimum):

    • Endpoint → CM10: HTTPS 443 (or 9000).

  • Licensing:

    • Activate Endpoint licenses on CM10.

3. Phase 2 – Configuration & UAT

  • Determine the necessary data for migration and review the required features. Capture screenshots of existing configurations in IT Access for reference.

    • Using HTTPS

    • Using SMTP

    • Take screenshots of groups, policy, and settings

    • Auto-reconnect MetaDefender Endpoints

    • Able to re-deploy all MetaDefender Endpoints

    • Keep all groups & Configuration

    • Keep all Policy & Configuration

  • Recreate configuration in CM10:

  • Define Go/No‑Go:

    • Agree on simple criteria to move from UAT to production.

4. Phase 3 – Cutover (Waves)


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Migration Plan: Upgrading from IT Access to CM101. Key Principles2. Phase 1 – Preparation3. Phase 2 – Configuration & UAT4. Phase 3 – Cutover (Waves)