Performing Required Pre-Upgrade Tasks

You must perform various tasks before upgrading an ActiveMatrix BPM system.

1. Check For Any Late-Breaking Information
   
2. Check the System Requirements (and make any upgrades required)
   Note: If you are upgrading a system that includes a replicated ActiveMatrix Administrator server, make sure that the version of ActiveMatrix platform software installed on the second primary machine is exactly the same - including hotfixes applied - as on the primary machine.
3. Download Required Third-Party Software Assemblies
   
4. Download ActiveMatrix BPM Software
   
5. Back Up the Existing ActiveMatrix BPM System
   
6. Remove any Indexes Added to the BPM Database
   
7. Back Up Workspace
   
8. Back Up Openspace Customizations
   
9. Make sure that the ActiveMatrix Administrator server and the BPM system that you want to upgrade are running.