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Managing upgrade information

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Endpoint Upgrade Assistant uses several ePO - On-prem features that assist you with planning and implementing your upgrade strategy.

Using queries and reports

Each time it analyzes an environment, Endpoint Upgrade Assistant creates a query that you can view in ePO - On-prem under Queries & Reporting. Use these queries to create reports containing the information you need to plan and track your upgrades, then save them in PDF format.

Endpoint Upgrade Assistant queries display results from the last System Tree or group you analyzed. Data from previous analyses is overwritten.

Exporting endpoint details

System administrators can search, sort, filter, and validate Endpoint Upgrade Assistant results by downloading the information for a selected category in comma-separated values (CSV) format. Use this information for purposes such as debugging, identifying the endpoints required for upgrades, and resolving differences between the reported and expected status of endpoints.

  • Export Systems — Creates a list of endpoints with their name, path, and type (server or workstation).

  • Export System and Product Details — Adds the products and versions running on endpoints. You can sort by product to create a list of all endpoints running each version of each product (for example, outdated versions of Trellix Agent).

  • View Systems — Displays the corresponding endpoints that you can export.

Tag management

By default, Endpoint Upgrade Assistant deploys upgrades to all the endpoints you have tagged with the UA_<timestamp> tag. To deploy to a subset of tagged endpoints, use one of these methods:

  • In Endpoint Upgrade Assistant — From the landing page, select a System Tree group to analyze. Endpoint Upgrade Assistant analyzes only endpoints in that group. When you create a new tag, it includes only endpoints in the selected group.

  • In ePO - On-prem — Create a new tag, then copy endpoints with Endpoint Upgrade Assistant tags into the new tag.