I always recommend testing before an upgrade. Better to find an issue in a test environment than having the entire company shouting your name. Most upgrades run without a hitch, but always plan for the worst.
All servers and clients must be on the same service pack. Server shutdowns usually aren't required, but on occasion they are because of locked files. Thus plan that you will have to reboot the server. Honestly I usually do anyway -even if the software doesn't request it.
The clients must be upgraded too, you can do it manually or through SMS, or an SMS clone.
Thanks, Jeff. So I should plan to do this on a weekend...
I'm not familar with SMS. Is it a feature of EPDM or a standalone product or??
One more question... If I upgrade a user's workstation client manually, do I need to be logged in as that user, or would it be sufficient for me to use my own login account?
Thanks again for the great help.
Sorry. It is no longer called SMS. (...and hasn't been called that for 5 years, boy do old habits die hard!)
As long as you are logged in as the administrator and are not going to do anything with the local cache, you can log in as yourself.
If things go well, the upgrade should only take you 20 minutes + 5 min/client. (You can do multiple clients at once.)