Update the ePO Policy with CSR

Prerequisites

• Create a backup of the existing CSR configuration.
• Ensure the necessary installation files for CSR 2.9.3 are available.
• Ensure access to ePO with the necessary administrative privileges.
• Check your database to see if it is external or internal. (MariaDB).

Steps to Upgrade CSR Using an External Database

To upgrade CSR using an external database, follow these steps:

1.  Back up the current configuration
   1. Go to ..\reporter\conf\backupauto\, copy the backup.xml file from CSR 2.8.0, and obtain the backup.xmlfile for CSR 2.9.3.
2. Remove the existing CSR configuration​​​​
   1. Go to ePO > Registered Server Settings and delete the report server.
   2. Go to ePO > Extensions and remove McAfee Content Security Reporter.
   3. Go to  Extensions > Shared Components, remove Common Catalog Plugin and Analytics in order.
   4. Uninstall the CSR server from the system.
3. Install CSR 2.9.3
   1. Start the installation of CSR 2.9.3. After the prompt, enter the passkey as the password.
4. Reconfigure CSR in ePO
   1. Install the CSR 2.9.3 extension in ePO.
   2. Go to ePO > Registered Server Settings > Add New Server. Provide the CSR server IP address and enter the passkey (password).
   3. Click Test Settings to verify the connection.
   4. Click Save to save the configuration.
5. Restore configuration from backup
   1. Create a folder named backup inside ..\Content Security Reporter\reporter\conf\. Copy the previously saved backup.xml file into ..\Content Security Reporter\reporter\conf\backup\.
   2. Restart the CSR service to restore the configuration.​​​​​
6. Post-upgrade considerations
   1. CSR 2.9.3 supports ePO CU13. If you upgrade ePO to a newer version, CSR may show as unsupported. To resolve this, remove the CSR extension, upgrade ePO, and reinstall the CSR extension.

Steps to Upgrade CSR Using an Internal Database - MariaDB

To upgrade CSR using an internal database - MariaDB, follow these steps:

1.  Backup the current database
   1.  Use MariaDB SQL dump of the existing database. Save the backup in a secure location for restoration later.
2. Install CSR 2.9.3    
   1. Start the installation of the latest CSR version/CSR 2.9.3.
3. Modify database settings   
   1. Go to ePO > Report Server Settings > Database.
   2. Click Edit and set the database offline.
   3. Click Save.
4. Restore the database in MariaDB
   1. Open Command Prompt and go to ..\reporter\mariadb\bin. Log in to MariaDB. Drop the existing reporting database.
   2. Create a new reporting database. Restore the previous database backup into the newly created reporting database.
5. Bring the database back online
   1. Once the restoration is complete, go to ePO > Report Server Settings > Database. Click Edit and set the database online. click Save.