Migrating Hosted EDR to On-prem EDR
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Migrating Hosted EDR to On-prem EDR


Article ID: 287627


Updated On:


Carbon Black EDR (formerly Cb Response) Carbon Black Hosted EDR (formerly Cb Response Cloud)


To migrate sensors from Hosted EDR (HEDR) to an On-prem EDR solution.


  • Hosted EDR: 7.8.0
  • EDR: 7.8.0


The HEDR certificates, watchlists and sensors will migrate.  The older data (cbevents, binaries, etc) do not migrate.

The overall procedure to migrate to On-prem EDR:

  1. Contact the Account Manager or MSSP for the HEDR instance.  Please let Support know if you need the Account Manager's information.
    The Account Manager is expected to:
    a. Set up a new record for on-prem EDR instance.
    b. Generate a new RPM required for installation.
    c. Discuss the opportunity for Professional Services to perform the migration (Quick and easy).

  2. Open a Support Case to obtain:
    a. The certificates.  These are essential for sensor migration.
    b. The watchlists & optionally a Watchlist Report.   The watchlists should be exported using cbapi.  The Watchlist Report contains hints to improve accuracy and performance.
    c. Average documents ingested per day in HEDR for this instance.  This value should be used to calculate the resources needed for an On-prem EDR.

  3. Determine the correct sizing for the On-prem EDR.  This is based on the average documents ingested per day and the Operational Environment Requirements (OER).

  4. Install the RPM on the On-prem Primary EDR server.  Save the RPM, it contains the license and alliance certificates that are unique to your company.

  5. Install EDR

  6. Backup the certificates created by the EDR install.
    tar -cvf /root/certificates-orig.tar /etc/cb/certs
  7. Place the HEDR certificates from the Support Case into the /etc/cb/certs directory on the Standalone or Primary On-prem EDR server.  Note: Use the carbonblack-alliance-client certs from the RPM, not the tarball.
    rm -fv /etc/cb/certs/cb-*   (removing the certs that created with the install; do not remove the carbonblack-alliance-client certs )
    ls    (confirm the carbonblack-alliance-client certs remain in the /etc/cb/certs directory)
    tar -xwvf <instance-name>.certs.tar     (places the HEDR certs in /etc/cb/certs/;  Do NOT replace the carbonblack-alliance-client certs)
  8. Initialize the EDR server.

  9. Fix the permissions on the /etc/cb/certs directory.
    chown -R root:cb /etc/cb/certs
    chmod 755 /etc/cb/certs
    chmod 644 /etc/cb/certs/*.crt
    chmod 640 /etc/cb/certs/*.key
  10. Add minions as needed to meet OER.

  11. Import the watchlists using cbapi.

  12. Start the On-prem EDR.
         systemctl start cb-enterprise
         /usr/share/cb/cbcluster start
  13. Select a HEDR Sensor Group to migrate to the On-prem EDR, then create an On-prem EDR group to match.

  14. Modify the HEDR's Sensors > Group > variable Server URL to the On-prem EDR server name. (Use HTTPS and the correct port.) 

  15. Repeat 13 & 14 until the groups have migrated.

Additional Information

  • Solr and Postgres data cannot be migrated to the On-prem EDR.   The events, binary collection, user accounts, etc would start fresh on the new On-prem EDR.  
  • The watchlists can alternatively be provided in a CSV file that would need to be manually added to the On-prem EDR.