Page updated: 12 May 2023
Upgrading multi-server Sage CRM
- Create a manual backup of the database from the database server. For more information, see Overview of manual backups.
- For all Sage CRM servers in the cluster, including the database server, create manual backups of the program files and the registry.
- Set up a test environment that mimics the live environment as closely as possible. For example, if there are four servers in your multi-server cluster, set up four test servers, with each one an exact (or close) copy of a live server. For more information, see Performing a test upgrade.
- Perform a test upgrade on the test environment.
- Test the test upgrade.
- When you're happy with the results of the test upgrade, perform a live upgrade on each Sage CRM server, starting with the database server. For more information, see Installing Sage CRM on the database server and Installing Sage CRM on a non-database server.
- Test the live upgrade. For more information, see Testing a live upgrade.