Upgrade CSM

On-premises customers use distinct installers to upgrade the CSM server, web applications, and client components. Then, they use the Auto-Deploy installation tool to automatically deploy pre-configured client installations and connections to client machines.

Note: SaaS customers should contactCherwell Support for upgrade guidance.

Before you upgrade CSM, take steps to learn about important changes in the new release. For example, you should:

Verify that your system meets the System Requirements.
Read the upgrade considerations for information about upgrading from previous versions of CSM.
Read the upgrade process steps to help plan your upgrade.
Read the Release Notes to learn about changes made in the latest CSM version.