---
sourceDocument: Zurich ServiceNow AI Platform Administration
sourceDocumentLink: https://www.servicenow.com/docs/r/zurich/platform-administration

 Release :

    - zurich

ft:locale :

    - en-US

ft:publication_title :

    - Zurich ServiceNow AI Platform Administration

ft:clusterId :

    - platadm

bundleId :

    - platadm

workflow :

    - Platform


---

# Prepare to upgrade with Upgrade Plan

# Prepare to upgrade with Upgrade Plan {#ariaid-title1}

* Release version: Zurich
* 
* Updated July 31, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Prepare your instance upgrade with Upgrade Plan by determining all the applications and plugins are ready to be implemented in the upgrade.

## Before you begin

Role required: admin

## Procedure

1. Navigate to Upgrade Plan using one of the following ways.  
   {#um-prepare-upgrade-plan__table_onw_2nr_hdc__entry__2}

   | Option | Navigation |
   |-|-|
   | Using left navigation | Navigate to AllAdmin CenterUpgrade ManagementUpgrade Plan. |
   | Using Admin tab option | Navigate to AdminUpgrade ManagementUpgrade Plan. |
   [ ]

   {#um-prepare-upgrade-plan__table_onw_2nr_hdc}  
   The upgrade plan that is installed shows up on the list.
2. Select the upgrade plan.  
   The upgrade plan form view shows up with all its configurations.
3. To ensure that all the applications and plugins are ready to be implemented in the upgrade, select Refresh in the context menu of the Upgrade Plan.  
   If there are errors for any of the items, then fix them and follow the Reprocess step.  
   Note:  
   All the applications and plugins under the Upgrade Plan Items related list must be in the Ready state to proceed with the upgrade. The application or plugin in the Already Installed state, error or its latest version won't be considered during the upgrade process.  
   The upgrade plan is now ready to be implemented.
4. Apply an existing upgrade plan to an instance anytime, without being limited to during upgrades only.  
   You can now also export the upgrade plan in a batch install format by using the Export button. See [CI/CD - POST /sn_cicd/app/batch/install](https://www.servicenow.com/docs/access?context=cicd-api&version=zurich&pubname=zurich-api-reference&ft:locale=en-US) for more information.
5. **Optional:** Select Reinstall to reinstall the failed items in an upgrade plan, after the upgrade completes.  
   You can also review the upgrade plan history to know the reasons of failure.  
   Note:  
   You are required to use this option only if you have failed items in an upgrade plan.
6. **Optional:** Click Reprocess to reprocess the upgrade plan after the upgrade plan item errors have been resolved.  
   Note:  
   This step is applicable only if you have any error items in the upgrade plan.
{#um-prepare-upgrade-plan__steps_x2y_3hw_gdc}
* **[Preview Upgrade Plan](https://www.servicenow.com/docs/nRHdsT9VTmUz8m6gEB5swA)**   
  Preview your upgrade plan before being implemented in the upgrades. Once the upgrade plan is installed, it auto generates the preview of the upgrade plan.

**Related tasks**   

* [Building your Upgrade Plan](https://www.servicenow.com/docs/lFp3Wnqvy9yNQnmv7LWG2Q "Build your upgrade plan to experience a seamless and an accelerated upgrade by packaging the applications in an upgrade plan.")
* [Refreshing your Upgrade Plan](https://www.servicenow.com/docs/dbJwJxE9lLTnyiuHZ~mQsQ "Refresh your upgrade plan to package all the recently installed plugins and applications into your upgrade plan.")
* [Installing your Upgrade Plan](https://www.servicenow.com/docs/cJv_aXMFLE1~fbj876XgJw "Install your upgrade plan in the consumer instance to implement it in your upgrades.")
* [Apply Upgrade Plan on your upgrade](https://www.servicenow.com/docs/jRj2Kzy_uPzUJZYIE31pEQ "Apply the selected upgrade plan to your instance upgrade.")

*[\>]: and then