how to upgrade Xanadu patch 9b

[mdsking987]

how to upgrade Xanadu patch 9b 
you assistance would be more valuable thanking you in advance

[Dr Atul G- LNG · Accepted solution]

HiI @mdsking987 

Is it  PDI or a client instance?
If it's PDI, then log into the developer site, and from there you can get the manage instacen page internally and use it.
If it's a client instance, then support is now handled through requests for patch updates.

[Ankur Bawiskar · Accepted solution]

@mdsking987 

recommend you to check these links for step by step help

Upgrade planning checklist 

Instance Upgrade FAQ - Frequently Asked Questions 

Upgrade Plan Overview and FAQ 

If my response helped please mark it correct and close the thread so that it benefits future readers.

[M Iftikhar · Accepted solution]

Hi @mdsking987 

If you want to upgrade your PDI to the latest Xanadu release and see which patch you’re on, follow these steps:

1. Log in to the ServiceNow Developer Site 

2. Go to the top-right menu and select Manage → My Instance.

3. In the Manage My Instance page, check the Your Current Version field it shows whether you are on Zurich or Xanadu.

4. If your instance is eligible for upgrade, you’ll see an Upgrade release button just below.
   
   

   

5. Click Upgrade Instance and choose the Xanadu release (latest patch).

6. Confirm wait a few minutes while ServiceNow rebuilds your PDI.

7. Refresh the page and you’ll see your instance now running on Xanadu latest version.
   
   Thanks & Regards, 
   Muhammad Iftikhar 
   
   If my response helped, please mark it as the accepted solution so others can benefit as well.
   
   

[nityabans27]

Hi @mdsking987 

🔧 How to Upgrade to Xanadu Patch 9b in ServiceNow

1. Preparation

• Check Release Notes: Review the Xanadu Patch 9b notes in HI (docs/service portal) → look for fixes, security patches, plugin compatibility.

• Assess Impact: Identify customizations & integrations that might be affected.

• Plan Schedule: Choose a low-usage time window (weekend/night).

---

2. Pre-Upgrade Steps

• Clone Strategy:

  • Clone Prod → Sub-Prod (Dev/Test) before applying the patch.

  • Upgrade Dev/Test first to validate.

• Test Plan: Prepare smoke test scripts (incident creation, catalog order, approvals, integrations).

---

3. Executing the Upgrade

• Go to System Diagnostics → Upgrade Monitor in your instance.

• Request Upgrade from HI (if not already available in your instance).

• Choose Xanadu Patch 9b from the available versions.

• Click Upgrade Instance.

• Monitor progress in Upgrade Monitor → keep an eye on skipped records.

---

4. Post-Upgrade

• Resolve Skipped Records: Compare customizations vs baseline, decide keep/revert.

• Run Smoke Tests: Validate key workflows (incident, catalog, approvals, integrations).

• Apply Fix Scripts: If ServiceNow provides post-upgrade fix scripts, run them.

• Monitor Logs: Watch system logs & ECC queue for errors.

---

5. Production Rollout

• Once tested in Dev/Test, repeat steps in Prod.

• Communicate downtime window to users.

• Freeze non-essential changes until patch is validated.

• Monitor platform for 1–2 weeks (hypercare).

---

⚡ Notes:

• Patch upgrades are lighter than family upgrades, but still need validation.

• No need to do a full UAT for patches unless the patch includes feature changes (most are security/stability fixes).

• Always keep your MID Servers patched as well.