Performing an Upgrade

1.1 Inform your user

Inform your users of an upcoming upgrade before it takes place – this will give them ample opportunity to prepare any information they need.

1.2 Check in all data

Ensuring all users have checked in their data is a good idea before performing an upgrade. This will ensure no data is lost if there are any problems.

1.3 Go into Maintenance Mode

Put the system into Maintenance Mode via the Settings Panel – this will ensure no nonadministrative users can log in until the upgrade is complete.

1.4 Backup your data

Make sure you back up the following:

• SQL Server database
• Index files
• Data files

For more information, see the section on performing backups