Reducing Control Center data before the upgrade (The upgrade process might be lengthy if you have large data sources in the Control Center)
Reduce messages in the spam quarantine (Spam -> Quarantine Settings)
Reduce messages in the Content Incident folders (Content -> Content Incident Folders) Edit settings for each Quarantine folder
Reduce reports data storage (Administration -> Reports) by clicking "Delete Data Now".
Reduce operational Logs (Administration -> Logs) to Warning.
It is recommended to clear as much data as you can before upgrading to make the process smoother as well as reducing the backup size before the upgrade
To make a backup of the current version:
(Symantec recommends backing up the current version when moving to any new release before proceeding with the upgrade)
Login to the Control Center
Navigate to Administration -> Version
Click Backup Now
Select Full Backup
Select Store backup on server
Click Backup Now
Once the backup is complete, go to Administration -> Version -> Restore/Download
SelectRestore/Download backup from server
Click Download and save the backup on the workstation
(NOTE: Backups can only be restored back to the same version. eg: If you made a backup of a Symantec Messaging Gateway running version 10.6.4-3, you must be using 10.6.4-3 to restore the backup. Make sure you have the ISO available with the current version in the event that you need to rollback)
Prepare for Rollback
In the event of a failed upgrade, we recommend having on hand:
This allows you to OS Restore to the previous version, restore the backup and getting back up as quickly as possible.
Performing the upgrade
NOTE: For determining whether to update the Control Center or Scanners first, please see the Release notes or Software Update notes for the version you are updating to. These can be acquired by clicking the "View Description" button on the Updates page of the Symantec Messaging Gateway user interface, or going to the following link and searching for "release notes <version>": https://support.symantec.com/content/unifiedweb/en_US/messaging-gateway.html
1. Download the latest updates from the Control Center
Navigate to Administration -> Version -> Updates -> Select the host from the drop-down ->Select the version -> Download Only
2. Configure the Symantec Messaging Gateway Scanner(s) to NOT accept incoming mail:
Navigate to Administration -> Configuration Click the name of a scanner Click “Do not accept incoming messages” Click SAVE
Ensure that all deliverable mail has been cleared from the Delivery queue.
Navigate to Status -> Message Queues On the right-hand side: Change the queue to “Delivery”, list to “All” and click Display Filtered
4. Start the upgrade
Navigate to Administration -> Version -> Updates -> Select the host from the drop-down -> Select the version -> Click Install
5. Wait until the upgrade finishes and the appliance reboots then go to step 6.
6. Configure the Scanner(s) to accept and deliver mail normally
Navigate to Administration -> Configuration Click the name of a scanner Click “Accept and deliver messages normally” Click SAVE
7. Test mail delivery and spam detection.
Please check the following KB if you need assistance on this step: