Endpoint and security-platform licensing bills per endpoint and per module, and modern XDR suites add data-retention tiers on top. Open stacks — Wazuh (XDR/SIEM), CrowdSec (collaborative IPS), osquery (fleet visibility) — can cut spend, but security migrations demand zero coverage gaps, so they run in rings with extended dual-run.
Inventory first
Catalog endpoints and OS mix, detection policies, exclusions, and current detections; map SIEM/SOAR integrations and active-response actions; and note compliance requirements (the new stack must satisfy the same controls).
Deploy and recreate
Stand up the manager/console and prepare agent packages for config-management deployment. Recreate detections, policies, and exclusions on the new platform and integrate it with your SIEM and threat intel. Baseline endpoint performance impact on a pilot ring before scaling.
Ringed rollout & dual-run
Roll out agents ring-by-ring (pilot → broad), running the new agent alongside the incumbent EDR so you never lose coverage. Tune false positives at each ring. Validate detections with safe tests (EICAR / atomic red-team) and confirm active-response works. Only after a ring validates do you remove the old sensor there.
Validation & rollback
Detection tests, policy/exclusion verification, SIEM event-flow checks, and performance impact are the acceptance bar. If conflicts or coverage gaps appear, halt the rollout and remove the new agent on affected rings — keep the incumbent active until detections validate.
De-risking
Watch for agent conflicts (two EDRs on one host can fight); stagger installs and test thoroughly on the pilot ring. Keep the SOC in the loop so alert routing isn’t dropped mid-migration.
Open a source→target page for agent-specific steps and a per-endpoint TCO model.