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Phase 7 - Upgrade the production instance

Phase 7 - Upgrade the production instance

After you have upgraded your development, non-production, and test instances, upgrade your production instance last. Then validate that the upgrade was complete, apply update sets and fix scripts, and perform post-upgrade user acceptance testing (UAT).

  1. Schedule the upgrade in HI.
    1. Log in to HI.
    2. Click Instances in the left navigation menu.
    3. Select Manage Instances.
    4. [Partners only] From the user menu, use the Switch Company feature to select a company.
    5. Select the instance that you want to upgrade or patch.
    6. In the Actions menu, click Upgrade Instance.
      The Upgrade an Instance Service Catalog item opens up. It is prepopulated with the instance name and available versions to which you can upgrade or patch the instance.
    7. To specify a date and time for the upgrade or patch, click the calendar icon next to the Start Date and Time field.
    8. Click the clock icon to select the time for the upgrade or patch.
      Note: Setting the time for an upgrade or patch is important. Set the upgrade or patch to start 10–15 minutes before the Upgrade scheduled job runs. This setting allows enough time for the upgrade or patch request to update HI's records about which release version your instance should be on before the Upgrade scheduled job runs.
    9. Click Submit.
      A confirmation message appears. If you do not need an entitlement, a change request is created.
  2. If applicable, request a version entitlement.
    1. In the Actions column, click Schedule.
      If the version does require an entitlement, this screen appears:
    2. Click the calendar icon and specify a date and time at least three days in the future.

      ServiceNow entitlement managers respond to your entitlement request within three days.

      Note: Setting the time for an upgrade or patch is important. Set the upgrade or patch to start 10–15 minutes before the Upgrade scheduled job runs. This setting allows enough time for the upgrade or patch request to update HI's records about which release version your instance should be on before the Upgrade scheduled job runs.
    3. Click Schedule.
      A confirmation message appears. If you need an entitlement, the entitlement request number is included. Click the entitlement request number to view the request.
    4. If you have any questions about your entitlement, comment on your entitlement request after you have submitted it.
  3. Monitor the upgrade to your instance and validate that the upgrade to your production instance is complete.
    There are several methods of verifying that your upgrade is complete:
    • Navigate to the System Diagnostics > Upgrade Monitor.
    • Navigate to System Diagnostics > Upgrade Log and locate the Notifying HI that upgrade has been completed message.
    • Navigate to System Definition > System Upgrades. Information about all system upgrades is listed.
    • Navigate to System Diagnostics > Upgrade History and search for the most recent upgrade.
  4. Apply any update sets and post-upgrade fix scripts that you have.
  5. Validate and test your instance by conducting user acceptance testing (UAT).