Exporting and importing individual Endpoint Protection policies

You can export and import policies rather than recreating the policies. All the settings that are associated with the policy are automatically exported.
You may need to export a policy for the following reasons:
  • You update the management server from an older release to a newer release. You want to update the new management server with the policies that you previously customized.
  • You want to export a policy for use at a different site.
You export and import each policy one at a time. Once you export a file, you import it and apply it to a group or only to a location. You can export a shared or non-shared policy for a specific location in the
Clients
page.
  1. To export and import individual Endpoint Protection policies
  2. To export a single policy from the
    Policies
    page, in the console, click
    Policies
    .
  3. On the
    Policies
    page, under
    Policies
    , click the type of policy that you want to export.
  4. In the
    policy type
    Policies
    pane, click the specific policy that you want to export.
  5. In the
    Policies
    page, under
    Tasks
    , click
    Export the Policy
    .
  6. In the
    Export Policy
    dialog box, locate the folder where you want to export the policy file to, and then click
    Export
    .
  7. To export a shared or non-shared policy from the
    Clients
    page, in the console, click
    Clients
    .
  8. Under
    Clients
    , select the group for which you want to export a policy.
  9. On the
    Policies
    tab, uncheck
    Inherit policies and settings from parent group "
    group name
    "
    .
    You must disable inheritance for this group. If you do not uncheck inheritance, you cannot export a policy.
  10. Under
    Location-specific Policies and Settings
    , scroll to find the name of the location whose policy you want to export.
  11. Locate the specific policy for the location that you want to export.
  12. To the right of the policy, click
    Tasks
    , and then click
    Export Policy
    .
  13. In the
    Export Policy
    dialog box, browse to the folder into which you want to export the policy.
  14. In the
    Export Policy
    dialog box, click
    Export
    .
  15. To import a single policy, in the console, click
    Policies
    .
  16. On the
    Policies
    page, under
    Policies
    , click the type of policy that you want to import.
  17. In the
    policy type
    Policies
    pane, click the policy that you want to import.
  18. On the
    Policies
    page, under
    Tasks
    , click
    Import a
    policy type
    Policy
    .
  19. In the
    Import Policy
    dialog box, browse to the policy file that you want to import, and then click
    Import
    .