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Upgrading and migrating
Learn how to upgrade and migrate data for the product.
Planning your upgrade
To plan a HCL Compass upgrade, identify prerequisite requirements for hardware and software, choose an upgrade strategy, select HCL Compass features to install, understand how to upgrade HCL Compass server components, and prepare your environment.
Choose an upgrade strategy
Decide whether to upgrade the entire HCL Compass: environment at the same time or upgrade in phases. Both strategies offer their own advantages and disadvantages. In the end however, all clients and HCL Compass servers must be upgraded to the same release.
Upgrade the environment at one time
Complete upgrade tasks for all client, server, and database components,

Upgrade the environment at one time

Complete upgrade tasks for all client, server, and database components,

To upgrade your environment at one time:

Stop HCL Compass operations.
(Optional) Upgrade vendor databases.
Upgrade all servers to the target version, including the HCL Compass MultiSite synchronization servers, web servers, and the HCL Shipping Server.
Upgrade all clients to the same version installed on the servers.
Raise the feature level for HCL Compass schema repositories and user databases to the recommended level.
Implement new features and upgrade packages to the targeted version.
Resume operations.