Upgrading web or web and data protection solutions from v8.1.x or later

Before you begin

Applies to:
  • Forcepoint Web Security, v8.5.x
  • Forcepoint URL Filtering, v8.5.x
  • Forcepoint Security Solutions, v8.5.x, v8.6.x, v8.7.x
This procedure covers the steps required to upgrade any web protection solution, or web and data solutions together, from versions that support direct upgrade to v8.5.x.
Tip: When you follow a link in this procedure, right-click the link and open it in a new window or tab. Close the new window or tab to return to the outline and continue working through the procedure.

Steps

  1. Upgrade Policy Broker. All components on the Policy Broker machine, which may be a full policy source appliance, are upgraded in the correct order. For instructions, see:
    • v8.5.x web protection software upgrade instructions (Windows)
    • v8.5.x Linux upgrade instructions for web protection products
    • Upgrading Forcepoint Appliances to v8.5.x
  2. Upgrade any instances of Policy Server running off the Policy Broker or machine. All components on each Policy Server machine, including user directory and filtering appliances, are upgraded in the correct order. For instructions, see:
    • v8.5.x web protection software upgrade instructions (Windows)
    • v8.5.x Linux upgrade instructions for web protection products
    • Upgrading Forcepoint Appliances to v8.5.x
  3. Upgrade any additional instances of Filtering Service and User Service, running on other machines. All components on each machine, including filtering only appliances, are upgraded in the correct order. For instructions, see:
    • v8.5.x web protection software upgrade instructions (Windows)
    • v8.5.x Linux upgrade instructions for web protection products
    • Upgrading Forcepoint Appliances to v8.5.x
  4. Upgrade Log Server. All components on the machine are upgraded in the correct order. For instructions, see v8.5.x web protection software upgrade instructions (Windows).
  5. Upgrade the management server. In Web Security Gateway Anywhere deployments, TRITON AP-WEB deployments, or Forcepoint Web Security deployments that include the Web Security DLP Module, or any other deployments that include both Web and Data, the Data components on the machine are detected and automatically upgraded in the correct order. See:
    • v8.5.x web protection software upgrade instructions (Windows).
    • Upgrading to Forcepoint DLP v9.0.
  6. Upgrade any additional Network Agent instances and, if applicable, Content Gateway. If these components run on V Series appliances, this step has already been done. See:
    • Upgrading Content Gateway to v8.5.x.
    • v8.5.x web protection software upgrade instructions (Windows)
    • v8.5.x Linux upgrade instructions for web protection products
  7. Upgrade any additional web protection and, if applicable, data protection server components, including Protector, transparent identification agents, and Remote Filtering Server, that may be running on other machines. See:
    • v8.5.x web protection software upgrade instructions (Windows)
    • v8.5.x Linux upgrade instructions for web protection products
    • Upgrading to Forcepoint DLP v9.0

Next steps

When you are finished, see:
  • Installing Forcepoint F1E Solutions for information about deploying endpoint client software, including Remote Filtering Client, Forcepoint Web Security Endpoint, and Forcepoint DLP Endpoint.
  • Using Logon Agent for Transparent User Identification, for information about deploying the logon application (LogonApp.exe).