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    • Paris release notes
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    Home Paris Release Notes Paris release notes Upgrade to Paris

    Upgrade to Paris

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    Upgrade to Paris

    Upgrading and patching your instance requires planning, testing, and validation. To ensure a safe and effective upgrade, read the release notes, create upgrade plans, and test your upgrade on non-production instances before upgrading your production instance.

    Important: These topics contain in-depth explanations about upgrades. For a step-by-step reference of upgrade steps, refer to the Upgrade planning checklist.
    Release notes
    Phase 1 - Read the release notes and plan your upgrade
    Before you begin the upgrade process, it is essential to read the release notes for your target version so you understand the required upgrade and migration tasks. This information helps you plan a safe and effective upgrade.
    Upgrade checklist
    Phase 2 - Prepare for the development instance upgrade
    For a better understanding of your production upgrade duration, request a full clone of your production instance (including large tables and attachments) onto a non-production instance. Confirm your current and target release versions, because you will later use this information when scheduling your upgrade in HI.
    Calendar with an upgrade date
    Phase 3 - Verify your upgrade configurations and schedule the development instance upgrade in HI
    Check the configuration of the Check distribution for possible upgrade scheduled job to view how often and when it runs. Review information about timing your upgrade in coordination with the Check distribution for possible upgrade scheduled job. Then, schedule your upgrade in HI.
    Upgrade progress screen
    Phase 4 - Upgrade and validate the development instance
    Track the progress of your upgrades with the Upgrade Monitor. For your first non-production instance upgrade (your development instance), use the Upgrade Monitor to process the skipped list of records that were not addressed in the upgrade. Then identify your update sets and perform functional testing.
    Upgrade other instances
    Phase 5 - If applicable: Upgrade and validate your other non-production instances, such as your test instance
    After you've configured and refined your development instance, request to upgrade any other non-production instances you have, such as a test instance. Immediately after the upgrade is complete, apply the post-upgrade changes made to your development instance, including activating optional plugins, installing and upgrading applications, and applying update sets.
    Upgrade checklist
    Phase 6 - Prepare to upgrade the production instance
    After you have configured and refined your test environment to be a good representation of your production environment, prepare to upgrade your production instance.
    Upgrade progress screen
    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).

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    Release version
    Choose your release version

      Upgrade to Paris

      • Save as PDF Selected topic Topic & subtopics All topics in contents
      • Unsubscribe Log in to subscribe to topics and get notified when content changes.
      • Share this page

      Upgrade to Paris

      Upgrading and patching your instance requires planning, testing, and validation. To ensure a safe and effective upgrade, read the release notes, create upgrade plans, and test your upgrade on non-production instances before upgrading your production instance.

      Important: These topics contain in-depth explanations about upgrades. For a step-by-step reference of upgrade steps, refer to the Upgrade planning checklist.
      Release notes
      Phase 1 - Read the release notes and plan your upgrade
      Before you begin the upgrade process, it is essential to read the release notes for your target version so you understand the required upgrade and migration tasks. This information helps you plan a safe and effective upgrade.
      Upgrade checklist
      Phase 2 - Prepare for the development instance upgrade
      For a better understanding of your production upgrade duration, request a full clone of your production instance (including large tables and attachments) onto a non-production instance. Confirm your current and target release versions, because you will later use this information when scheduling your upgrade in HI.
      Calendar with an upgrade date
      Phase 3 - Verify your upgrade configurations and schedule the development instance upgrade in HI
      Check the configuration of the Check distribution for possible upgrade scheduled job to view how often and when it runs. Review information about timing your upgrade in coordination with the Check distribution for possible upgrade scheduled job. Then, schedule your upgrade in HI.
      Upgrade progress screen
      Phase 4 - Upgrade and validate the development instance
      Track the progress of your upgrades with the Upgrade Monitor. For your first non-production instance upgrade (your development instance), use the Upgrade Monitor to process the skipped list of records that were not addressed in the upgrade. Then identify your update sets and perform functional testing.
      Upgrade other instances
      Phase 5 - If applicable: Upgrade and validate your other non-production instances, such as your test instance
      After you've configured and refined your development instance, request to upgrade any other non-production instances you have, such as a test instance. Immediately after the upgrade is complete, apply the post-upgrade changes made to your development instance, including activating optional plugins, installing and upgrading applications, and applying update sets.
      Upgrade checklist
      Phase 6 - Prepare to upgrade the production instance
      After you have configured and refined your test environment to be a good representation of your production environment, prepare to upgrade your production instance.
      Upgrade progress screen
      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).

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