Using the Upgrade Center

Objective

After completing this lesson, you will be able to use navigation tools to access the Upgrade Center.

Overview of the Upgrade Center

In the Upgrade Center, you can read about the available upgrades, view screenshots and videos, and link to additional documentation. The Upgrade Center also lists the prerequisites of the upgrade, the permissions required to perform the upgrade, and configuration steps you need to take after the upgrade. Recent upgrades can be easily undone, with one click. If you see an upgrade you are interested in, but are not ready to perform today, you can mark it as "save for later" or get feedback from colleagues by sharing a link to the upgrade by e-mail.

The Upgrade Center does NOT allow you to perform upgrades that you have not been granted permission to perform. Although any administrative user can access the Upgrade Center page itself, each individual upgrade is governed by the appropriate system permissions. If you do not have the appropriate permission, you can view information about an upgrade, but you cannot use it to enable the feature.

This is an example of the full Upgrade Center page:

The Welcome screen to the Upgrade Center is displayed with important, recommended, and optional upgrades listed for all modules.

Set Up Permission Control for the Upgrade Center

Steps

  1. The ability to control permission to access the Upgrade Center must be enabled in Provisioning.

  2. By default, access to the Upgrade Center page itself is not controlled by role-based permission and it can be accessed by anyone with access to Admin Center.

  3. If you want to control the Upgrade Center via Permission Roles, enable this option first by Platform Feature Settings -> Enable Upgrade Center Permission - requires "Role-based Permission"

Lesson Summary

  • Navigate to the Upgrade Center to access details, screenshots, videos, and documentation for system upgrades.
  • View permissions, prerequisites, and post-upgrade configuration steps directly from the Upgrade Center.
  • Share upgrade links or mark upgrades as "save for later" for future action or colleague feedback.
  • Permissions are required to perform upgrades; access can be controlled through Provisioning and role-based settings.