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Upgrades - Pre-Upgrade Requirements & Recommendations

This article explains what is needed prior to doing an upgrade.

Note: The following upgrade instructions apply ONLY within the same SharePoint version. For example: v6.0.x to v6.0.y

  1. Prior Information and Files Required

Please have the following information:

  • SharePoint Setup & Service Accounts
  • Web application that is hosting EPM Live

Please have the following downloaded and available:

  • EPM Live Installer for the new version to which you are planning to upgrade.
  1. Pre-Upgrade Recommendations

Take SQL Database backups of the following:

  • PortfolioEngine Database
  • Reporting Database
  • EPM Live Database
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