Introduction to Reference Configurations

Reference configurations are deployment scenarios that we recommend, which have undergone extensive testing to ensure proper sequencing. The scenarios reduce the need for restarts and improve ease of execution. To access the reference configuration report finder. The search tool allows you to filter reference configuration documents by product, installation type (fresh installation or upgrade), and Windows version.

For more details about reference configurations and answers to frequently asked questions, see KB88274 - Introduction to Reference Configurations.

This reference configuration document is designed for customers who already have our products deployed. This document was created by building a baseline system matching the most commonly deployed versions of our products at that point in time, and then upgrading to recently released product versions. The intent is to provide a roadmap for upgrading to recent releases. 

NOTE: Not all products are included in this document. It represents products that are commonly used. If your product mix is a subset of this configuration, you can skip over any product deployment that does not apply to your needs. The recommended products in this reference configuration do not necessarily represent the latest released versions of many products.
 
Before You Begin
Before beginning the deployment process, there are several preparatory actions that help lead to a successful deployment process.

Review the latest release notes and known issues 
Although we officially recommend this reference configuration, we might discover issues that could impact the success of your deployment. See the "Recommended Product Configuration" table for links to known issues for each product version. 

Plan for restarts 
Some operating system driver modules installed during product upgrades are properly loaded into memory only at runtime, and thus need a restart to facilitate the loading of the new drivers. Limitations of the operating system require that only one version of these drivers be loaded at a time. So, depending on which products you are installing, you might need to restart multiple times. This deployment path has been optimized to minimize the number of restarts needed when you update all products listed in the sequence.

If you are planning to update only a subset of products, plan to restart after the updates are complete.

Adapt this guideline to your specific upgrade plan 
Your current deployment baseline might differ from the versions mentioned in the "Recommended Product Configuration" table. If some of your product versions are more recent than this provided baseline, still follow the recommended sequence. If you do not use some of the products in the list, you can skip that product.

Recommended Product Configuration
The table below lists commonly deployed products, determined based on telemetry samplings from a large set of customers. We recommend deploying these products to take advantage of the product offering for ENS 10.7.0 June 2021 Update. This configuration has been extensively tested for cross-product compatibility using the list of operating systems below:

Operating systems:

• Upgrade to Windows Server 2022 from any of the following operating systems:
  • Windows Server 2019
  • Windows Server 2016
  • Windows Server 2012 R2¹
  • Windows Server 2008 R2 SP1¹
• For details about performing the operating system upgrade, see:
  • KB89000 - How to upgrade the operating system to Windows 10 with Drive Encryption 7.2.1 or later installed
  • KB86551 - How to upgrade to Windows 10 with Application and Change Control deployed
  • ¹Microsoft doesn't support in-place upgrade to Windows Server 2022.

McAfee Enterprise Products	Common Versions	Recommended Versions	Known Issues
ePolicy Orchestrator (ePO)	5.9.1.251		KB87673
Protection Workspace		Service extension: 1.0.0.1994 UI extension: 1.0.0.2320
Data Exchange Layer Broker (DXL Broker)		6.0.0.203	KB92077
Threat Intelligence Exchange Server (TIE Server)		3.0.1.119	KB91389
MVISION EDR Cloud		EDR Extension: 3.3.0.1 Cloud Bridge: 2.1.0.187 Configure to work with MVISION EDR Client
Advanced Threat Defense (ATD)		4.12.2	KB89507
McAfee Agent (MA)	5.7.1.116	5.7.3.245	KB93773
VirusScan Enterprise (VSE)	8.8.0 Patch 13 Client: 8.8.0.2114
Endpoint Security (ENS) ENS Platform ENS Threat Prevention ENS Firewall ENS Web Control Adaptive Threat Protection		10.7.0.2687 10.7.0.2787 10.7.0.1874 10.7.0.2303 10.7.0.2913	KB82450
MVISION EDR Client2		3.5.0.830	KB91275
Host Intrusion Prevention System (Host IPS)	8.0.0 Patch 16 Repost Extension: 8.0.0.1351 Client: 8.0.0.5316
SiteAdvisor Enterprise (SAE)	3.5.0 Patch 6 Extension: 3.5.0.395 Client: 3.5.0.1508
Drive Encryption (DE)	Extension: 7.2.9.17 Client: 7.2.9.17	Extension: 7.3.0.171 Client: 7.3.0.171	KB84502
McAfee Application and Change Control (MACC)	Extension: 8.2.6.103 Client: 8.2.6.141	Extension: 8.3.3.122 Client: 8.3.3.129	KB87838 KB87839

²MVISION EDR Client isn’t supported on Windows Server 2008 R2 SP1. 

Installation Process:
This section outlines the recommended order of operation.

NOTES:

• Check in all extensions to ePO before you upgrade the products.
• Green boxes indicate server systems.
• Dark blue boxes indicate when a product upgrade is recommended.
• Light blue boxes indicate a new product deployment.
• Boxes outlined in red indicate that a system restart is needed to enable that product.