Prepare your environment to upgrade

The steps below include the common actions you need to complete before upgrading Patch Manager to the latest release.

If you have a test or staging environment, we highly recommend testing the upgrade first. You cannot roll back an installation once completed.

1. Back up your Patch Manager database. If you need help, check the database vendor site for documentation and instructions.

   You cannot roll back an upgrade. Always create a database backup.

2. To ensure the best performance on your server host and to provide full-file access, exclude specific file paths and directories from anti-virus software scans. See Files and directories to exclude from antivirus scanning for details.

   You can also place your systems behind a firewall to completely disable your anti-virus software during an upgrade.

3. Locate the database connected to Patch Manager and verify that your admin account is a member of the SYSADMIN DATABASE role.