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Upgrading Web Protection Solutions > Before upgrading to v8.3.x web protection solutions
Before upgrading to v8.3.x web protection solutions
Deployment and Installation Center | Web Protection Solutions | v7.8.4 - v8.3.x
In this topic                                       
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Restart services before starting the upgrade
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Internet access during the upgrade process
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Find your upgrade procedure
The upgrade process is designed for a properly functioning deployment of web protection software. Upgrading does not repair a non-functional system.
 
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Tip 
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Important 
V-Series Dual Mode appliance users:
Dual Mode appliances are not supported with version 8.3.0 and higher. Either TRITON AP-EMAIL or the web protection solution must be migrated to a new appliance.
To ease the migration effort, special tools have been developed, and a special procedure is recommended. For details, see Upgrading V-Series Dual Mode Appliances to Version 8.3. Contact your Forcepoint account representative to learn about special promotions for Dual Mode deployments planning a v8.3 upgrade.
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Important 
V-Series appliance users:
Some older V10000 and V5000 appliances are not supported with this version.
See V-Series appliances supported with version 8.0 and higher.
Before upgrading to a v8.3.x web protection solution:
1.
Make sure the installation machine meets the hardware and operating system recommendations in System requirements for this version.
2.
Verify that third-party components that work with your web protection solution, including your database engine and directory service, are supported. See Requirements for web protection solutions.
3.
Make sure that your integration product (if any) is supported in v8.3.x. If necessary, upgrade your integration product before beginning the web protection software upgrade.
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For information about integration with Microsoft Forefront TMG, see Integrating Web Filter & Security with TMG.
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For information about integration with Citrix, see Integrating Web Filter & Security with Citrix.
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To review current Cisco integration requirements, see Integrating Web Filter & Security with Cisco.
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To integrate with a Blue Coat proxy, see Integrating Web Filter & Security using ICAP Service for more information about installing and configuring ICAP Service.
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To review current integration requirements for other products, see Installing for Universal Integrations.
4.
Back up all of your web protection components, including the management server and any appliances, before starting the upgrade process. See the Backup and Restore FAQ for your version for instructions. The FAQ is available in the Technical Library.
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Before upgrading Filtering Service, make sure that the Filtering Service machine and the TRITON management server have the same locale settings (language and character set).
After the upgrade is complete, Filtering Service can be restarted with any locale settings.
6.
If your product includes Web DLP features, before upgrading the management server, make sure your Web DLP components are ready for upgrade:
a.
Stop all discovery and fingerprinting tasks.
b.
Route all traffic away from the system.
c.
Ensure that your supplemental fingerprint repositories are fully synchronized with the primary repository.
d.
Make sure all settings are deployed successfully. Log onto the Data Security manager. If the Deploy button is highlighted, click it.
e.
If your organization was supplied with custom file types, change the name of the following files in the policies_store\custom_policies\config_files folder on the management server; otherwise they will be overwritten during upgrade.
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Change extractor.config.xml to custom_extractor.config.xml.
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Change extractorlinux.config.xml to custom_extractorlinux.config.xml.
The filenames are case-sensitive.
f.
If custom policies were provided, submit a request for updated versions before proceeding.
7.
It is important that you back up your current Log Database and stop any active SQL Server Agent jobs prior to upgrading. See Preparing the Log Database for upgrade.
8.
If Log Server uses a Windows trusted connection to access the Log Database, be sure to log on to the Log Server machine using the trusted account to perform the upgrade. To find out which account is used by Log Server:
a.
Launch the Windows Services tool (Start > Administrative Tools > Services or Server Manager > Tools > Services).
b.
Scroll down to find Websense Log Server, then check the Log On As column to find the account to use.
9.
If your deployment includes V-Series or X-Series appliances, see the V-Series Upgrade Guide or X-Series Upgrade Guide for additional preparatory steps.
Restart services before starting the upgrade
Web protection services must be running before the upgrade process begins. If any service is stopped, start it before initiating the upgrade.
The installer will stop and start web protection services as part of the upgrade process. If the services have been running uninterrupted for several months, the installer may not be able to stop them before the upgrade process times out.
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To ensure the success of the upgrade, manually stop and start all the web protection services before beginning the upgrade:
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Windows: Navigate to the bin directory (C:\Program Files \Websense\Web Security, by default) and enter the following command:
WebsenseAdmin restart
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Linux: Navigate to the Websense directory (/opt/Websense/, by default) and enter the following command:
./WebsenseAdmin restart
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Appliance: Refer to the TRITON Appliances CLI Guide.
Internet access during the upgrade process
When you upgrade a Web Filter, Web Security, or Web Filter & Security standalone installation, policy enforcement stops when your web protection services are stopped. Users have full access to the Internet until the web protection services are restarted.
If Web Filter, Web Security, or Web Filter & Security solutions are integrated with another product or device, all traffic is either permitted or blocked during the upgrade, depending on how your integration product is configured to respond when Filtering Service is unavailable.
The Master Database is removed during the upgrade process. Filtering Service downloads a new Master Database after the upgrade is completed.
Find your upgrade procedure
When you are sure you have complete backups of your existing configuration and are ready to begin the upgrade process, see Upgrading web or web and data protection solutions from v7.8.4 or later.

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Upgrading Web Protection Solutions > Before upgrading to v8.3.x web protection solutions
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