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Certero v8.x Upgrade Process (On-Premises Customers currently on v8.5 or later)

3 min read

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These upgrade instructions apply if you are on version of 8.5 or greater and upgrading to a newer Certero version. E.G. Upgrading from v8.5 or later to v8.6 or later.

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

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

  • Download the latest Provisioning Services installation file (CPS-8.n.nn.nnnnn.exe) from the Certero Customer Centre, Downloads section:

    Certero

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

  • Ensure the Upgrade to Certero Provisioning Services version 8.n is selected and click Next.

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  • 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.

  • 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.n.nnn.nnnnn (the desired new version) and choose to Retain backup even if the upgrade is successful. 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.

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

 

Endpoint Servers

After upgrading the Certero Unified Platform, any additional Endpoint Servers will be upgraded automatically. Log into the Certero platform website and go to Administration > Endpoints. Confirm that any additional Endpoint have upgraded. N.B. Be aware it can take a few minutes for each Endpoint server to perform the upgrade and then report back to the Certero platform with its upgraded version number.

If an Endpoint server does not upgrade automatically then follow the steps below to manually upgrade it.

  • Download Endpoint Server installation file (EPS-8.n.nnn.nnnn-Full.exe) from the Certero Customer Centre, Downloads section:

    Certero

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

  • Ensure Upgrade to Certero Endpoint Server version 8.n is selected and click Next.

    image-20251202-104250.png

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

  • The existing Endpoint Server configuration settings will be maintained.

 

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.