Upgrade Considerations

Resources > Upgrade Considerations

Upgrade considerations cover information for upgrading the ServiceMax application, best practices and steps to ensure a smooth upgrade process, minimizing downtime and ensuring data integrity.

Upgrade considerations help you upgrade the ServiceMax Core application from any active maintenance window (AMW) version to the latest server version.

Follow the upgrade considerations of all the versions between your current and upgrade versions to ensure all updates adhere. For example, if upgrading from 24.1 to 25.1, you must follow the upgrade considerations for 24.2 and 25.1.

Prerequisite
• Ensure the minimum required patch version to avoid a two-step upgrade process. For more information, see Upgrade Process. • Ensure that you have reviewed the number of custom fields in the org before upgrading ServiceMax package version, otherwise the package installation may fail. For more information, see Upgrade Considerations for Custom Fields.

The following are the upgrade considerations for different versions that you must refer to ensure that it does not impact your existing business functionality.

Upgrade Considerations	25.2	25.1	24.2	24.1
Features Impacted	Work Plans and Task Management	Preventive Maintenance	Field Change Order	SFM Delivery
	Entitlement	Migration Tool	Schedule Optimization
	Investigations	Work Plan and Tasks	Work Plan and Tasks
	Investigations	DataGuide (10.0)
	Installed Base Management	DataGuide (10.0)
Upgrade Process	✔	✔	✔	✔
ServiceMax Configurator Impact	✔	✔	✔	✔
Data Model Changes	✔	✔	✔	Out of Active Maintenance Window
Package Flows Introduced	✔	✔	✔	✔
Static Resource Limit Updates	✔	✔	✔	✔
Static Resource Cleanup	✔	✔	✔	✔

Additional Resources

To understand what’s new, changed, and enhanced for each release, refer to the following release notes:

• Core 25.2 Release Notes

• Core 25.1 Release Notes

• Core 24.2 Release Notes

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