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Two people working together at a computer to upgrade quickly and maintain platform health

Upgrade quickly and maintain platform health

Why this is important

For faster, effective upgrades, you need proven upgrade processes and tools as well as a knowledge of the best ways to make changes to your baseline system, when that's required.

Steps covered

1. Use project management practices
2. Follow the documented upgrade process
3. Review skipped changes
4. Create and maintain your test plans
5. Streamline future upgrades

Key takeaways

The most important things to know

  • Treat your upgrade like any other project so your time, resources, and costs are visible to everyone.
  • Follow the ServiceNow upgrade process to ensure you stay on track.
  • Review skipped changes and make decisions about them.
  • Create test plans before you upgrade to standardize the process—and shorten testing and upgrade time.
  • Future proof your upgrades—follow the technical best practices and check for vulnerabilities.

The payoff of getting this right
With the right planning in place, you can reduce the time it takes to conduct ServiceNow upgrades, and position your organization to take advantage of new ServiceNow capabilities available with each upgrade.

What you need to get started

Prerequisites
One or more ServiceNow instances that are not at the current release
One or more certified ServiceNow system administrators

When you should start this activity

Plan to upgrade at least once a year, and start preparing for your next upgrade at least three to six months in advance (possibly earlier).

More resources to check out

Success Playbook

Perform ServiceNow upgrades quicker and more effectively

Learn how to maximize value and minimize support issues.

On-Demand Webinar

Perform ServiceNow upgrades quicker and more effectively

Learn how to make your upgrades more effective by using the five stages of best practices and ATF.

Success Playbook

Go full throttle with ServiceNow instance performance maintenance

Learn how to improve the upgradeability, scalability, and performance of your ServiceNow instance.

Instance Upgrades

Accelerate your upgrade to Orlando

Perform your Now Platform Orlando instance upgrade with ease starting with essential resources.

Success Checklist

Plan for upgrades at least once a year

Download our step-by-step action plan for planning and managing your ServiceNow upgrade.

Success Quick Answer

How do I perform ServiceNow upgrades?

Learn how to maximize value andstay current and healthy by performing an annual upgrade.

Success Quick Answer

How does HealthScan help me manage my instance health?

Learn how HealthScan can help you get maximum value from the platform and your apps by assessing and improving your instance health.

Success Quick Answer

When and how should I use Automated Test Framework (ATF)?

Get our quick guide on when and how to use Automated Test Framework (ATF).

Success Quick Answer

What best practices should I consider when creating ATF tests?

Learn which best practices to consider when you create Automated Test Framework (ATF) tests.

Success Quick Answer

What's the process to review and address skipped changes?

Learn how to review changes you've made to your Now Platform instance after every upgrade.