Summary of the upgrade process
Steps
- Read Forcepoint Appliances v8.5.x release notes.
- Choose the product module to move.
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Perform the procedure below that matches the module you are moving.
If TRITON AP-EMAIL will move to a new appliance (recommended)Important: This is not an option when the appliance is a V10000 and the web protection module is Web Filter & Security. In that case, Web Filter & Security must move. See Move Web Filter & Security and upgrade the appliance.
- Set up a new v8.5.x TRITON AP-EMAIL appliance (V-Series or VMware virtual appliance), including firstboot and post-firstboot configuration.
- Perform TRITON AP-EMAIL pre-upgrade activities.
- On the new appliance, use the Email migration tool to copy email data from the dual-mode appliance to the new appliance.
- Remove TRITON AP-EMAIL from the dual-mode appliance.
- Perform TRITON AP-WEB or Web Filter & Security pre-upgrade preparation.
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On the original, now single-mode appliance, upgrade TRITON AP-WEB or Web Filter & Security.
- Upgrade the policy source machine. This may be located on the appliance, or on the Forcepoint Management Server, or on a separate server.
- Upgrade the appliance, if not already done.
- Upgrade the Forcepoint Management Server, if not already done.
- Upgrade the remaining off-appliance components.
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Perform post-migration/post-upgrade activities.
See Move TRITON AP-EMAIL and upgrade the appliance.
If Web Filter & Security will move to a new appliance
- Set up a new V-Series appliance with the same version of Web Filter & Security that is currently running on the dual-mode appliance.
- Perform a Web Configuration backup on the dual-mode appliance. This backs up only the Web Filter & Security module.
- Restore the backup on the new appliance.
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Upgrade Web Filter & Security on the new appliance.
- Perform Web Filter & Security pre-upgrade preparation.
- Upgrade the policy source machine. This may be located on the new appliance or on the Forcepoint Management Server, or a separate server.
- Upgrade the appliance, if not already done.
- Upgrade the Forcepoint Management Server, if not already done.
- On the dual-mode appliance, install a hotfix to remove Web Filter & Security, creating a single-mode TRITON AP-EMAIL appliance.
- Perform TRITON AP-EMAIL pre-upgrade preparation.
- Upgrade TRITON AP-EMAIL on the now single-mode appliance.
- Upgrade remaining off-appliance components.
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Perform post-migration/post-upgrade activities.
See Move Web Filter & Security and upgrade the appliance.