---
title: "Automatic upgrade from Trellix EDR to EDRF"
slug: "automatic-upgrade-from-trellix-edr-to-edrf-1"
tags: ["EDR with Forensics (EDRF)", "Endpoint Security"]
updated: 2026-08-26T19:31:09Z
published: 2026-08-26T19:31:09Z
canonical: "docs.trellix.com/automatic-upgrade-from-trellix-edr-to-edrf-1"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.trellix.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Automatic upgrade from Trellix EDR to EDRF

### Upgrade EDR policies

You can upgrade policies and their assignments automatically. The outcome varies depending on the number of times you have run the upgrade.

Watch this video to understand the steps involved in upgrading Trellix EDR to EDRF.

[Embedded content](https://share.vidyard.com/watch/Atpg7enP39vpe7rUZ3a98F)

- **First upgrade**: The policy and its assignments are upgraded as is, retaining the original name.
- **Second upgrade**: A new policy is created with the prefix **EDR Migrated –**. Assignments are updated if changes occurred since the last upgrade.

> [!NOTE]
> Note
> 
> A third or subsequent upgrade is not supported.

###### Example

Original Trellix EDR policy: **Sample Profile**

| Upgrade Attempt | Resulting EDRF Policy Name | Assignment Behavior |
| --- | --- | --- |
| First upgrade | Sample Profile | Retains original assignment |
| Second upgrade | EDR Migrated – Sample Profile | Updates if changes are detected |

To automatically upgrade policies and assignments:

1. Log in to ePO - On-prem as an administrator.
2. Go to ****Menu**** → ****Policy**** → ****Upgrade EDR Policies****.
3. Click **Upgrade EDR Policies**.
4. View the status in the **Server Task Log**.

### Deploy the EDRF Client

After upgrading policies, deploy the EDRF Client using Product Deployment or Client Task. The installation automatically uninstalls the Trellix EDR Client.

For deployment steps, see [Deploy EDRF using ePO - On-prem](/v1/docs/deploy-edrf-using-epo-on-prem-2).