Prepare for Upgrade
This section covers the following preparation steps required before upgrading your PI installation.
- Document a system inventory of your existing Privileged Identity environment.
- Download the Privileged Identity installer from the BeyondTrust Customer Portal.
- Review product release notes, prerequisites, and requirements for all Privileged Identity component servers.
- Run the Privileged Identity Prerequisites Checker on all component servers, and make updates where necessary.
- Backup the Privileged Identity data store, encryption key, license key, and the recovery access password.
- Perform maintenance on the data store and delete stored procedures and views.
- Back up servers and checkpoint virtual machines.