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Certero v8.5 Upgrade Process (SaaS Customers)

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Certero v8.5 Upgrade Process (SaaS Customers)

These upgrade instructions apply only to the first time you update to a version of 8.5 of Certero.

Certero will contact you to arrange when your Certero Unified Platform will be upgraded to v8.5.  Your Certero platform website will be unavailable for a short time whilst the upgrade is performed.

Endpoint Servers

Past upgrades to the Certero Unified Platform have automatically upgraded all Endpoint Servers. This is not the case when upgrading to 8.5 for the first time. Therefore, all additional endpoint servers will need to be updated manually.

  • Log into Certero and go to Administration > Endpoints . The default or built in Endpoint Server will show v8.5. All additional Endpoint Servers will still show v8.2 (or earlier).

  • Download Endpoint Server installation file (EPS-8.5.nnn.nnnn-Full.exe) from the Certero Customer Center, https://cc.certero.com/Download .

  • For each Endpoint Server, copy the file to the server and run as administrator.

  • Ensure Upgrade to Certero Endpoint Server version 8.5 is selected and click Next.

  • Agree to the License Agreement, then on the final screen click Install.

  • The existing Endpoint Server configuration settings will be maintained.

Once all endpoint servers have been upgraded, within Certero go to Administration > Endpoints to confirm they all now show v 8.5.

Certero Client Agents

Client Agents can update automatically but there are two ways that this can be controlled. The first is with Global Settings > Other Options ,  there is a tick box to control agent auto update. This is enabled by default.


The other way is using Configurations which take precedence over the tick box above. Within Certero, look at Computer Systems > Configurations and examine the Auto-Update column. Computers using configurations that allow Auto-Update will be automatically updated when they next communicate with an upgraded Endpoint Server.


The Status tab on Client Management > Computers data grid can be used to see the agent version numbers and to track the progress of agent updates.