Upgrade on an existing server instance

You can complete an upgrade on an existing server instance.

This upgrade scenario assumes you are upgrading Content Platform Engine on the application server where it is currently deployed and making configuration changes to that deployment.

Upgrade roadmap

The upgrade roadmap lists the major steps that are required to upgrade Content Cortex on a server instance. Use this roadmap as a template for your own plan.

Table 1. Steps required to complete an upgrade.
	Migration task.	Where to go for instructions.
☐	Learn about upgrading Content Cortex.	Upgrade planning considerations
☐	Download the installation and upgrade worksheet. Run the customization macro and select Upgrade for the Procedure Type option. Use the customized worksheet to enter values that are required for an upgrade.	Using the installation and upgrade worksheet
☐	Prepare the server for upgrade. Follow the steps in the upgrade preparation instructions.	Performing the required upgrade preparation tasks
☐	Upgrade the server. Follow the steps in the upgrade instructions. Upgrade instructions have separate sections for whether you are working with a new configuration profile or copied your former configuration profile into the server.	Upgrading and configuring Content Cortex Platform