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Pre-upgrade checklist

  • Updated on Sep 8, 2026
  • Published on Sep 7, 2026
  • 1 minute(s) read
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The pre-upgrade checklist identifies what to do before you begin your upgrade, so you have a successful upgrade and limited downtime.

  1. Plan for a successful upgrade.

    • Review the supported upgrade paths (KB96141).

    • Download the Pre-Installation Auditor.

    • Download ePO - On-prem software.

    • Run the Pre-Installation Auditor to check for issues that could cause the upgrade to fail, and compatibility of installed products.

  2. Prepare your environment.

    • Back up ePO - On-prem databases and directories.

    • Update database server certificates.