Prepare for Upgrade

This section covers the following preparation steps required before upgrading your PI installation.

  1. Document a system inventory of your existing Privileged Identity environment.
  2. Download the Privileged Identity installer from the BeyondTrust Customer Portal.
  3. Review product release notes, prerequisites, and requirements for all Privileged Identity component servers.
  4. Run the Privileged Identity Prerequisites Checker on all component servers, and make updates where necessary.
  5. Backup the Privileged Identity data store, encryption key, license key, and the recovery access password.
  6. Perform maintenance on the data store and delete stored procedures and views.
  7. Back up servers and checkpoint virtual machines.