---
title: "Performing an Upgrade"
slug: "v4performinganupgrade"
tags: ["guide", "best", "server", "practice", "Auto Upgrader", "an", "kb-how-to-article", "12dsynergy", "performing"]
updated: 2023-09-22T05:51:01Z
published: 2023-09-22T05:51:01Z
excludeFromSearch: true
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.12dsynergy.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 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