Preparing for the upgrade

All upgrade methods share common pre-upgrade steps that help you prepare for the upgrade. At this point, you shouldn't have to make any changes to your production Jira.

Review upgrade notes

With every Jira release, we publish upgrade notes that might include known issues, important notes related to the upgrade, or additional steps that you need to complete. We’ve summed up all upgrade notes in our upgrade matrix, so you can quickly check whether you need to make some additional changes for your upgrade.

Run health check

Jira has several health checks that let you verify whether your Jira instance is ready for an upgrade. 

  1. Go to  > System > Troubleshooting and support tools.

    Check the results of all instance health checks. Every health check will have a brief description of what it does, and a link to an article with more information, so you know how to fix any detected problems.

  2. Make sure that checks related to the license and database don't report any problems, but you can also fix other detected problems.

Check compatibility of apps (add-ons)

Make sure your apps are compatible with the new version, so they keep working after the upgrade. You'll need to disable all incompatible apps as they might affect the upgrade.

  1. Go to  > Manage apps.
  2. Scroll down past the list of apps from Atlassian Marketplace, and click JIRA update check.
  3. Select a version you want to upgrade to, and click Check.

  4. Depending on the compatibility results for your apps, apply the actions described below.
Status Details
Incompatible

Your apps are incompatible with the new version.

Action: Disable all incompatible apps before you proceed with the upgrade.

Compatible

Your apps are compatible with the new version.

Action: No action needed, you're good to go.

Compatible, if updated

Your apps will be compatible with the new version once you upgrade them.

Action: Upgrade your apps before you proceed with the upgrade. When you run the Jira update check again, they will be marked as compatible.

Compatible once both are updated

Your apps will be compatible with the new version once you upgrade both Jira and these apps.

Action: We recommend that you disable these apps and proceed with the Jira upgrade. Once you're on a new version, you can upgrade the apps and enable them back.

  1. Disable these apps, because they're incompatible at this point.
  2. Upgrade Jira to a new version.
  3. Upgrade the apps.
  4. Enable the apps.
Unknown

We can't check the compatibility of this app. It usually applies to custom apps.

Action: It's safer to disable this app, and check how it behaves in a testing environment.

Back up your Jira instance

Back up the Jira database and important directories, so you can safely roll back to your previous setup if something goes wrong.

Database

Use the database native tools to create the backup.  If your database doesn't support online backups, you'll need to stop Jira first.

Jira directories

Back up the Jira directories by copying them to some other location.

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You can check the location of all these directories by going to > System > System info, and scrolling down to the File Paths section.


  • SERVER Back up the Jira installation directory.

  • SERVER Back up the Jira home directory.

  • DATA CENTER Back up the Jira installation and home directories on all nodes.

  • DATA CENTER Back up the shared directory.



All good?

Head back to the landing page, and choose the upgrade method.

Go to landing page

Last modified on Apr 5, 2019

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