We recommend that you back up the following before beginning the upgrade:
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SmartPlant Foundation data on the database server.
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SmartPlant Foundation virtual directories in IIS on the various servers used by SmartPlant Foundation.
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Vault directories and contents on the file server.
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Schema files, if customizations have been made.
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SmartPlant Foundation custom files (DLL files and others), if customized and added to an installation.
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Desktop_Client.exe.config (by default, located at [drive]:\Program Files (x86)\SmartPlant\Foundation\SPFDesktopClient\CurrentVersion) if you have multiple sites to export and restore.
You can back up your database while using the Upgrade Wizard. If the backup fails
in the Upgrade Wizard, the upgrade actions stop, and the software prompts you to back
up your database using another method.
When performing a database backup, make sure the versions of the database client
and server match. For example, for an Oracle 12.2 database server, use an Oracle 12.2
client. If the matching client version is not currently installed on your application
server, you can install the matching client on the application server or perform the
backup directly on the database server.