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Note: If you plan to use a new server for the new version and you want to keep existing configuration, you must still upgrade. |
MailMarshal 10.2.X supports upgrade from 8.3.X, or 10.0.3 and later 10.X versions.
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Note: If you plan to use a new server for the new version and you want to keep existing configuration, you must still upgrade. |
3.10.1 Upgrading from MailMarshal Version 8.3.X, 10.0.3 or Above
You can upgrade directly to the latest release of MailMarshal from these versions. Upgrade the Array Manager first. Then upgrade other MailMarshal components
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Note: To upgrade from earlier versions, first upgrade to a version that supports direct upgrade. You should also consider a clean installation of the current version. |
To upgrade to the latest version of MailMarshal:
1.Ensure the computer you want to upgrade meets the prerequisites for the latest version of MailMarshal.
•You must enable the Windows Authentication feature in IIS.
2.Ensure the Microsoft SQL Server is a supported version. For supported direct upgrades, no change in SQL Server is required.
3.Log on as a local administrator to the MailMarshal Array Manager computer.
4.Verify anti-virus exclusions.
5.Back up your MailMarshal configuration. Use the MailMarshal 10.X Management Console or the MailMarshal 8.X Configurator You can also use the MMExportCfg command line tool.
6.Close any running MailMarshal user interfaces (Configurator, Console, and web interfaces).
7.Run the MailMarshal setup program from the installation package.
8.On the Setup tab, click Install MailMarshal. On the Welcome window, the setup program displays the current version of MailMarshal and the version to which it will upgrade. Click Next.
9.On the License Agreement window, carefully read the license information.
10.Click I accept the terms of the license agreement, and then click Next.
11.On the Ready to Install window, click Install.
12.If you are upgrading from version 8.X:
•On the Configuration Services and Management Console Websites window, set site names and ports for the new MailMarshal Configuration Service and Management Console websites.
•On the Administrative Credentials page, enter details for the first user of the Management Console. This user will be created with “superuser” permissions on the Console (including power to edit authorized users and folder permissions).
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Notes: •Enter the username in domain\user format. Other fields must be completed but are not used for Windows authentication. •In addition to the user you enter, by default the user running the installer is added as a superuser. This ensures the user can access all parts of the Management Console immediately. If you do not want the user running the installer to be a superuser, clear the box at the bottom of this window. The user running the installer will still be made a “helpdesk” user with limited permissions. • “User running the installer” means the logged in user, or the “run as” user if an elevated user credential was entered. •If you do not make the current user a superuser, to ensure full access to the Management Console, manually enter details of a Windows user who should be a superuser. |
a.On the MailMarshal Configuration Service Database window, enter the details required for the Configuration Service Database. Choose an account to use for database access. This account can be a Windows or SQL Server account. If the SQL Server is on the same computer as MailMarshal, you can use the Application Pool account (the Application Pool Identity of the MailMarshal Management Console website).
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Note: You can change the account information later using the MailMarshal Config Service Admin Tool. |
13.The setup program stops the MailMarshal services, installs any required prerequisites, updates the product files and database, installs the management websites if required, and starts the services.
14.On the Update Complete window, click Finish.
15.If you are upgrading a MailMarshal Array, install the software on each processing server.
16.Open the Management Console website, verify that each email server is connected and to ensure the Receiver, Engine, and Sender services are running.
17.If you are using the MailMarshal Web components:
a.If you have customized any Web component graphics, make a backup copy of the custom files to a backup folder. For more information, see “Customizing the Web Components”.
b.On the Web components computer, run the MailMarshal setup program from the installation package.
c.On the Setup tab, click Install Web Components.
d.Run the Web components setup until you have completed the installation process. If the previous version of the Admin Console website was installed it will be removed.
e.If you backed up custom graphic files, copy your backup files to the proper locations in the new install folders.
18.Refer to the Release Notes to learn more about new product features and updates. For more information about using the new version of the product, see the User Guide.
3.10.2 Upgrading from Other Versions of MailMarshal
To upgrade from MailMarshal versions below 8.3.X (or 10.0.0 through 10.0.2), you must perform multiple upgrades. See the release notes for each version, available on the “previous versions” page of the Trustwave website.
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Tip: Instead of upgrading from a version before 8.3.X, consider a clean installation. Clean installation helps to ensure that all new features are used. Clean installation also makes it easier to review and eliminate outdated policy exceptions and deprecated policies. |
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There are several important steps to the upgrade process. Review the available documentation before beginning.
