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- Upgrade the applications from a version earlier than 9.60
- Process of a major upgrade
- Upgrade the applications
- Applications major upgrade overview
- Planning an upgrade
- Upgrade tasks on the development environment
- Step 1: Duplicate the production environment
- Step 2: Upgrade server and client
- Step 3: Perform preparatory tasks
- Step 4: Load the applications upgrade files
- Step 5: Run the Upgrade Utility
- Step 6: View the upgrade results
- Step 7: Manage the upgrade result data
- Step 8: Resolve exceptions
- Step 9: Resolve conflicts
- Step 10: Perform additional manual tasks
- Step 11: Migrate Process Designer data
- Step 12: Return the system to normal operation
- Step 13: Test the development environment
- Step 14: Back up the system
- Step 15: Build a custom upgrade
- Upgrade tasks on the test environment
- Upgrade tasks on the production environment
- Appendix A: Additional manual migration tasks on Service Manager 9.61 Hybrid
- Appendix B: Data migration
- Appendix C: Run the SQL compare utility
- Appendix D: Troubleshooting
- Appendix E: Mapping between legacy security profiles and current PD security roles
Upgrade tasks on the development environment
Step 1: Duplicate the production environment
Step 2: Upgrade server and client
Step 3: Perform preparatory tasks
Step 4: Load the applications upgrade files
Step 5: Run the Upgrade Utility
Step 6: View the upgrade results
Step 7: Manage the upgrade result data
Step 10: Perform additional manual tasks
Step 11: Migrate Process Designer data
Step 12: Return the system to normal operation