Certero v8.5 Upgrade Process (On-Premises Customers)

Certero v8.5 Upgrade Process (On-Premises Customers)

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

The upgrade process must be performed in the following order.

  1. Certero Provisioning Services

  2. Certero Unified Platform

  3. Endpoint Servers

  4. Certero Client Agents

N.B. Do not Attempt to perform any component upgrades until the components in the previous steps have been successfully upgraded.


Certero Provisioning Services

Note that your Certero tenant website will continue to be available whilst the Provisioning Services upgrade takes place.

  • Download the Provisioning Services installation file (CPS-8.5.nn.nnnnn.exe) from the Certero Customer Centre,
    https://cc.certero.com/Download .

  • Place the file onto your Certero Provisioning Server and the run as administrator.

  • Ensure the Upgrade to Certero Provisioning Services version 8.5 is selected and click Next.

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

  • Once the upgrade has completed, the Certero Provisioning login web page ( https://localhost:9000 ) will display the upgraded version number.

Certero Unified Platform

Upgrading the Certero Unified Platform automatically upgrades the default or built-in Endpoint server. All other Endpoint Servers need to be upgraded manually (see Endpoint Servers)

  • Log into your Certero Provisioning Services web page ( https://localhost:9000 )

  • Under Tenants, your existing tenant(s) will display a yellow triangle showing that an upgrade is available.

  • From the Actions icon (3 dots) select the Upgrade option.

  • Confirm the Target Version shows 8.5.nnn.nnnnn, select Upgrade then Yes to the confirmation.
    N.B. Your Certero platform website will be unavailable whilst the upgrade takes place.

  • A progress page showing the upgrade tasks shown. Monitor the upgrade progress.

  • Once completed, select Tenants and the upgraded version number will be shown.

  • Login to your Certero platform website to confirm it is available once again.

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 Centre, 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.