Upgrading the appliance using the Web UI

Use the Upgrade page to upgrade the Central Management System appliance. To open the Upgrade page, click the About tab and then click Upgrade.

The following is an example of the Update page for a Central Management System appliance.

Task list for upgrades

Perform the following steps (detailed in the sections that follow) to upgrade the Central Management System appliance.

Note

If your appliance is offline and cannot download updates from the DTI network, perform Select an Update Source on the facing page and then refer to the Trellix DTI Offline Update Portal User Guide for additional instructions.

Select an upgrade source

The upgrade source is the location from which the software updates will be downloaded.

Online option

DTI—The software is downloaded from the Dynamic Threat Intelligence (DTI) server or a Content Delivery Network (CDN) server. The server address is displayed at the top right of the page. See Changing the active setting for a DTI service for details about these options.

Offline options

The following options can be used if your appliance cannot download updates from a DTI source server. For details and upgrade instructions, see the Trellix DTI Offline Update Portal User Guide.

Local—Upload a local file that was obtained from the Trellix DTI Update Portal for offline appliances. Click Local to specify a path to the locally stored update software, and then click Save.

URL—Upload a local file that was obtained from Trellix via the DTI Update Portal for offline appliances and hosted on a local site identified by a URL. Click URL to specify a URL to the update software, and then click Save.

Note

For offline guest image updates, downloads are more efficient if Source is set to URL, not Local.

If neither offline option is feasible, contact Trellix Technical Support.

Check for available update software

Click the action icon () in the Action column, and then click Check for a resource row to determine if update software is available.

The status is displayed in the expanded Status area.

Note

If the Check option does not appear in the Action column, then the software is already available for download or an update has recently taken place. The Check option also does not appear during software downloads.

Download the software

If a software update is available, the Download option in the Action column is displayed.

Click the action icon () in the Action column, and then click Download to begin the software download.

The download status is displayed in the expanded Status area.

Install the software update

Installation status is displayed in the expanded Status area. After you download a software update, click the action icon () in the Action column, and then click Install to install it.

Installation status is displayed in the expanded Status area. If prompted, read the End User License Agreement (EULA), and then accept it if you agree to its terms. If you do not accept it, the appliance will not function.

Note

If an upgrade process is interrupted or fails, the appliance software automatically falls back to the currently installed image.

When installation of the software image is complete, click the action icon () in the Action column, and then click Reboot to complete the update process.

Note

You must access the appliance through the serial port if you want to monitor appliance boot activities. You can enter CLI commands through direct keyboard and monitor connection only before the boot loader begins loading the kernel, for example, to post output, and after the boot is completed.

Validate the software updates

After software updates are installed, verify the installations:

Click the About tab. The current software image version information is displayed on the Trellix CMS System Information page.
Click the Settings tab, and then click CMS Licenses on the sidebar to verify and view installed licenses. Valid and active licenses display the attribute “True.” If the licenses are not valid and active, the updates are not functional.