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Migrating from Teramind Legacy to Teramind NextGen

Updated this week

If you are migrating from the Teramind Legacy environment to the Teramind NextGen environment, the following information will be helpful in understanding the migration process.

Sync Process

Monitoring data and most items that you add - such as employees, computers, behavior policies/rules, shared lists, etc. are synced automatically between the two environments. Configurations and settings common to both environments (for example, monitoring settings) are also synced automatically.

The primary exception to this automatic syncing rule is the BI Reports from the Legacy platform. These reports are migrated automatically only once, but any subsequent updates to them must be manually synced. Please see the Syncing Your BI Reports from Teramind Legacy section to learn more about this process.

Features Mapping

The following table maps the Legacy to NextGen features that have been changed or relocated:

Legacy Menu Item/Feature

NextGen Location

Time Tracking

The main Time Tracking menu isn't implemented yet. But the Tasks menu is implemented. See below.

Tracker

TBD

Tasks

Employee Cost

TBD

Task Cost

TBD

Time Records

TBD

Time Cards

TBD

BI Reports

Dashboards

No direct migration, but replaced with the Dashboards.

Monitoring

No direct migration, but replaced with the Dashboards.

Risk

No direct migration, but replaced with the Dashboards > Behavior Alerts > Risk tab.

Productivity

No direct migration, but replaced with the Dashboards > Productivity dashboard.

OMNI

TBD

Behavior

Policies

Alerts

No direct migration, but replaced with the Dashboards > Behavior Alerts dashboard.

Employees

Computers

Configure

Moved under the Configurations menu. See below.

Departments

Schedules

TBD

Positions

Access Control

Productivity Profiles

Productivity Categories

Shared Lists

Locations

System

Moved under the System menu. See below.

Missing Users/Computers

TBD

Video Export

Report Export

System Log

No direct migration, but replaced with the Dashboards > Login Sessions dashboard.

My Account (Cloud)

Moved under the System > Deployment menu. See below.

Subscription

Support PIN

Server & Port

Support

No direct migration, but replaced with the interactive Chat icon shown at the bottom-right corner of the screen.

User Menu

Moved under various menus. See below.

My Profile

Download Teramind Agent

Access Tokens

Logout

Search

Notifications Report

Issues dashboard.

Help

Settings

Moved under various menus. See below.

Monitoring Settings

Integrations

TBD

Settings

Most tab items moved under the Configurations > Settings menu. See below.

  • About (On-Premises)

  • Active Directory

  • Agent Defaults

  • Autoupdate (Cloud)

  • Alerts

  • Login Screen

TBD

  • Security

- Host (On-Premises)

- SSL (On-Premises)

TBD

- Dashboard Authentication

- Password Policy

- Single Sign On Authentication

- Dashboard Sessions

- Agent Removal Protection

- Outgoing Exported Data

- Access to Exported Data

- Send Diagnostic Data (On-Premises)

  • Server Management (On-Premises)

  • SMTP (On-Premises)

  • Storage (On-Premises)

TBD

  • OCR

  • System Health (On-Premises)

TBD

  • Localization

  • License Alerts

  • Daily Digest Alerts

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