Requirements to Upgrade Versions 8 or Later

The following list summarizes the procedures in the order in which you are required to upgrade from P6 EPPM R8 or later:

  1. Complete the following pre-upgrade procedures:
    • Back up your P6 EPPM database before beginning the upgrade process to ensure you will not lose any data due to unexpected problems.
    • Stop the P6 EPPM instance on your application server.
    • Uninstall the current instance of P6 EPPM.
    • Grant privileges to the system user by running the manual_script_before_upgrade.sql script.
    • Run the validate file for the current version of P6 EPPM, which is located in the Database folder of the P6 EPPM physical media or download. Ensure that you do not run the validate file for the latest release.
  2. (Optional) Manually upgrade your database by running dbsetup.bat (for Windows) dbsetup.sh (for UNIX / Linux) which can be found in database folder of your P6 EPPM physical media or download.

    Note: If you upgrade your P6 EPPM database using dbsetup, then you must connect to an existing database when using the P6 EPPM Configuration Wizard. Alternatively, you can use the P6 EPPM Configuration Wizard to automatically upgrade you database.

  3. Run the P6 EPPM Installation Wizard using setup.exe which can be found in your P6 EPPM physical media or download.
  4. Connect to, or upgrade, an existing P6 EPPM database by using the P6 EPPM Configuration Wizard.
    • If you chose not to manually upgrade your database using dbsetup, select Upgrade an existing P6 EPPM database.
    • If you chose to manually upgrade your database using dbsetup, select Connect to an existing P6 EPPM database.
  5. If necessary, update existing configurations.
  6. Restart the P6 EPPM instance on your application server.
  7. Clear your browser cache.
  8. Test the new database to ensure that the upgrade has succeeded.


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Last Published Thursday, January 12, 2023