Policy Broker: Windows upgrade instructions

Before you begin

Important: During the upgrade process, if you encounter the error “Installation failed with error code 3004”, refer to Potential issue when upgrading to v8.5.4 and v8.5.5 for instructions.

Steps

  1. Make sure that no administrators are logged on to the management console.
  2. Log on to the installation machine with an account having local administrator privileges.
    Important: If you are upgrading Log Server on this machine and it uses a Windows trusted connection to access the Log Database, you must log on to this machine using the same trusted account.
  3. Close all applications and stop any antivirus software.
    Warning: Be sure to close the Windows Event Viewer, or the upgrade may fail.
  4. Download the installer file Forcepoint85xSetup.exe from the Forcepoint Customer Hub. See Procedure to download the Windows installer for detailed information.
    Installer files occupy approximately 5 GB of disk space.
  5. Use the Run as administrator option to launch the Forcepoint85xSetup.exe installer. A progress dialog box appears, as files are extracted.
    The file extraction process takes several minutes. Please be patient.
  6. The installer detects software components from an earlier version and asks whether you want to proceed.

    Click OK.

  7. On the installer Introduction screen, click Next.

    Note the Installer Dashboard remains on-screen, behind the installer screens mentioned in the remaining steps.

  8. On the Upgrade screen, select Start the upgrade, then click Next.
  9. Accept the subscription agreement. When you click Next, a Stopping All Services progress message appears. Wait for web protection services to be stopped.

    In some cases, the installer may be unable to stop the services. If this occurs, you are prompted to stop them manually (you do not need to exit the installer to do this). Use the Windows Services tool to stop the services, then return to the installer.

  10. On the Pre-Upgrade Summary screen, review the list of web protection components that will be upgraded, and then click Next.

    Critical files are backed up and install properties initialized. Next, the Installing... screen appears.

    If Policy Broker resides on the management server, or on the same machine as Log Server, the upgrade process checks for a required version of Microsoft SQL Server Native Client and related tools and installs them, if necessary.

  11. Wait for the Upgrade Complete screen to appear. Click Done to exit the installer.
  12. Reboot the machine.
    Important: The machine must be rebooted to complete the upgrade process.
  13. If you stopped your antivirus software, restart it.