Cisco Umbrella SIG Upgrade Guide to Cisco Secure Access

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Cisco Umbrella SIG Upgrade Guide to Cisco Secure Access

Before You Begin
- Is This Guide for You?
- Welcome to Cisco Secure Access
- Upgrade Workflow
- Guidelines and Limitations
  - View Umbrella’s Legacy Applications
  - Known Caveats
- Create a Cisco Security Cloud Control Account
- Activate Upgrade Manager in Umbrella
Prerequisites for Upgrade
- Enable Cisco Security Cloud Sign On
- Overview of Virtual Appliance Updates
  - Update Your Virtual Appliance
- Overview of Active Directory Connector Updates
  - Configure Updates on Active Directory Connectors
- Update Chromebooks
- Update Mobile Device
- Overview to Update SAML Metadata XML
  - Download SAML Metadata XML
Overview to Start Upgrade
- Start Upgrade to Secure Access
- Getting Started with Internet Access Rules
  - Umbrella DNS Policies to Internet Access Rules: What You Need to Know
  - Umbrella Firewall Policy to Internet Access Rules: What You Need to Know
  - Umbrella Web Policy to Internet Access Rules: What You Need to Know
  - Data Loss Prevention Policy: What You Need to Know
  - Converting Ruleset and Rule Identities to Secure Access Sources
- Manage Umbrella Certificates
  - Install Umbrella Root Certificate
Overview of Redirecting Traffic
- Redirect Umbrella Traffic to Secure Access Sources
- Overview on Network Tunnels: From Umbrella to Secure Access Architecture
- Upgrading Network Tunnels: From Umbrella to Secure Access
  - Reference: Network Tunnel Group Requirements and Best Practices
Reports
- Reports in Cisco Secure Access
Complete Upgrade and Close Umbrella
- Close Umbrella
Troubleshoot Overview
- Troubleshoot Upgrade Manager

Last updated: Sep 03, 2026

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