Migrating from EDR Standalone to RMM EDR

When you activate the EDR Integration for SolarWinds RMM, a new EDR Account is created for you. This means that if you have an existing Standalone EDR account, you will have to re-configure some items within the RMM-integrated EDR before it will be ready for use.

For this to work successfully, you must not have Two-Factor Authentication required from the account scope in your standalone console. It can (and should) still be enabled for your users, but if this is turned on at the account scope it will enforce this requirement on our integration account and prevent RMM from moving devices over. Details on changing Two-Factor Authenticationsettings can be found here.

Policy and exclusions are defined by EDR Profiles within RMM. Before you get started, you will want to set up some profiles for your devices and define policy (eg. how to handle threats), exclusions, and any other configuration items you want to apply to your devices. There is no way to automatically migrate policy or exclusions from the standalone EDR account to the integrated one, so this will need to be configured manually.

Once you have that configured, you can enable EDR on a device within RMM . One of two things should happen:

  1. If you already have an EDR agent installed from your standalone EDR console, RMM will move that device over to the new Integrated account (no agent reinstall or reboot required)
  2. If the device does not have EDR installed at all, RMM will initiate an installation of EDR and the device will appear in the EDR Dashboard when installation is complete

At the conclusion of the trial period, please engage with your SolarWinds sales rep to confirm transition of licenses from standalone to integrated contracts. If an EDR Integrated trial is allowed to expire, there is a 7-day grace period to remove EDR agents from devices included in the trial.