Migrating from v4 to v5 is possible using the backup and restore functionality of eFa.

The process involves doing the following:

1. Initial preparation (fact gathering)
2. Preparing v4 appliance
3. Preparing the v5 appliance
4. Shutting down the v4 appliance
5. Configuring the v5 appliance and running a restore

If successful, all databases will be transferred to v5 with upgraded schema and compatible settings will be transferred.

Before migrating, please document the following on your v4 appliance:

• Username used to log into console
• IP address, netmask, and default gateway
• hostname
• domain name
• admin email

(hint: look in /etc/eFa/eFa-Config for these facts )

1. Log into v4 console
2. Make sure you are up to date, install any missing updates
3. Enter Maintenance Mode
4. Drop to shell
5. sudo systemctl stop postfix (to halt mail flow)
6. sudo eFa-Backup-cron -backup
7. sudo chmod -R o+r /var/spool/MailScanner/quarantine (to loosen permissions for copy)
8. sudo chmod -R o+r /var/eFa/backup/* (to loosen permissions for copy)
9. sudo sa-learn –backup > /root/backup.txt
10. sudo ls /var/eFa/backup (get the name of the backup file for the next steps)

1. Build a v5 using any means with sufficient storage
2. Do not set it up yet (if no DHCP, set a temporary static IP using NetworkManager, nmtui or nmcli)
3. Start eFa first-time configure (Y/n) → n
4. rsync -av <nameofv4user>@<ipaddress>:/var/eFa/backup/<nameofbackup> /var/eFa/backup (where <nameofbackup> is the name of the backup you generated during v4 preparation)
5. chmod 600 /var/eFa/backup/<nameofbackup> (secure the backup file)
6. chown root:root /var/eFa/backup/<nameofbackup> (secure the backup file)
7. rsync -av <nameofv4user>@<ipaddress>:/root/backup.txt /root

The following steps apply if you want to keep your quarantine

1. rsync -ra <nameofv4user>@<ipaddress>:/var/spool/MailScanner/quarantine/* /var/spool/MailScanner/quarantine
2. chmod -R o-rwx /var/spool/MailScanner/quarantine/*
3. chown -R postfix:mtagroup /var/spool/MailScanner/quarantine/*

• Grab any other custom configs or files you might need
• Shut it down
• sudo shutdown -h now

• Run through initial setup via GUI or command line (log out and log back in, use same settings as the v4)
• Let system reboot
• Log into console
• 12) System Restore (Answer yes, 1, yes)
• Let system reboot
• Log into console and drop to shell

If your bayes database is blank in the MailWatch GUI after migration, run this:

• sudo sa-learn –clear
• sudo sa-learn –restore /root/backup.txt

If you use 3rd party virus scanners, those will need to be installed on the new appliance.