# Query regarding software update

**URL:** <https://forums.pega.com/t/query-regarding-software-update/6931>\
**Category:** Pega-as-a-Service\
**Tags:** 24-1, updates, client-managed-cloud, financial-services, devops, installation-and-deployment, senior-system-architect\
**Created:** [May 12, 2024, 11:45pm UTC](https://forums.pega.com/t/query-regarding-software-update/6931 "2024-05-12T23:45:09Z")\
**Posts on this page:** 8\
**Page:** 1

<div class="post-metadata">

**Author:** ![Jey2705](https://avatars.discourse-cdn.com/v4/letter/j/22d042/32.png) [@Jey2705](https://forums.pega.com/u/Jey2705)\
**Post date:** [May 12, 2024, 11:45pm UTC](https://forums.pega.com/t/query-regarding-software-update/6931/1 "2024-05-12T23:45:09Z")

</div>

Currently our Pega is using OpenShift container running Pega 8.6.1 on Oracle 19c in a on-prem setup. We are planning for upgrade to 24.1 version. We are evaluating below options. Would like to know if below methods are correct and also which would be the efficient approach.

1. Upgrade rulebase through upgrade.bat file run and deploy the pega yaml using 24.1 image.
2. Create the DDLs through generateddl.bat run and have DBA run it. Then deploy the pega yaml using 24.1 image.
3. Specify “upgrade-deploy” as action in pega yaml and then do helm upgrade.

---

<div class="post-metadata">

**Author:** ![MarijeSchillern](https://yyz2.discourse-cdn.com/pega/user_avatar/forums.pega.com/marijeschillern/32/21738_2.png) [@MarijeSchillern](https://forums.pega.com/u/MarijeSchillern)\
**Post date:** [May 23, 2024, 3:54pm UTC](https://forums.pega.com/t/query-regarding-software-update/6931/2 "2024-05-23T15:54:32Z")

</div>

@SuhasKumar is this something the Modernization team could answer?

---

<div class="post-metadata">

**Author:** ![Jey2705](https://avatars.discourse-cdn.com/v4/letter/j/22d042/32.png) [@Jey2705](https://forums.pega.com/u/Jey2705)\
**Post date:** [May 29, 2024, 11:24am UTC](https://forums.pega.com/t/query-regarding-software-update/6931/3 "2024-05-29T11:24:53Z")

</div>

@MarijeSchillern and @SuhasKumar Would appreciate any insight on this? Thanks!

---

<div class="post-metadata">

**Author:** ![SuhasKumar](https://avatars.discourse-cdn.com/v4/letter/s/b487fb/32.png) [@SuhasKumar](https://forums.pega.com/u/SuhasKumar)\
**Post date:** [May 29, 2024, 4:43pm UTC](https://forums.pega.com/t/query-regarding-software-update/6931/4 "2024-05-29T16:43:48Z")

</div>

@Jey2705

Hi,

Below is the link to verify the supported infrastructure version :

> **[Pegasystems Documentation](https://docs.pega.com/bundle/platform/page/platform/deployment/client-managed-cloud/requirements-prerequisites.html)**

Standard steps for updating Pega software in Kubernetes deployments:

> **[Pegasystems Documentation](https://docs.pega.com/bundle/platform/page/platform/deployment/client-managed-cloud/installing-patching-updating.html)**

To Upgrade Pega Platform with zero-downtime, refer Pega helm chart readme file l:

> <https://github.com/pegasystems/pega-helm-charts/blob/master/docs/upgrading-pega-deployment-zero-downtime.md>

Thanks

Suhas

---

<div class="post-metadata">

**Author:** ![Jey2705](https://avatars.discourse-cdn.com/v4/letter/j/22d042/32.png) [@Jey2705](https://forums.pega.com/u/Jey2705)\
**Post date:** [July 31, 2024, 11:54pm UTC](https://forums.pega.com/t/query-regarding-software-update/6931/5 "2024-07-31T23:54:49Z")

</div>

Hi @SuhasKumar

Sorry one last question that came up. From [https://github.com/pegasystems/pega-helm-charts/blob/master/docs/upgrading-pega-deployment-zero-downtime.md](https://github.com/pegasystems/pega-helm-charts/blob/master/docs/upgrading-pega-deployment-zero-downtime.md), does below step means that existing data schema will be copied over to temporary data schema before migrate.sh/upgrade.sh run? Thanks!

_ **2. Creates the target schemas and migrates the rules structure and content and data structure from the existing rules and data schemas to the new rules and temporary data schemas.** _

---

<div class="post-metadata">

**Author:** ![SuhasKumar](https://avatars.discourse-cdn.com/v4/letter/s/b487fb/32.png) [@SuhasKumar](https://forums.pega.com/u/SuhasKumar)\
**Post date:** [August 1, 2024, 6:55am UTC](https://forums.pega.com/t/query-regarding-software-update/6931/6 "2024-08-01T06:55:45Z")

</div>

@Jey2705

it is temporary data schema , it will not have any data.

It will have only data structure and basic OOTB data.

The temp data schema can be used to test the upgrade before updating actual data schema.

Before testing, you need to import required data instances into temp data schema, from application. ( RAP import or deployment manager )

---

<div class="post-metadata">

**Author:** ![Jey2705](https://avatars.discourse-cdn.com/v4/letter/j/22d042/32.png) [@Jey2705](https://forums.pega.com/u/Jey2705)\
**Post date:** [August 1, 2024, 12:10pm UTC](https://forums.pega.com/t/query-regarding-software-update/6931/7 "2024-08-01T12:10:07Z")

</div>

Thanks @SuhasKumar for your response. Regarding below point, can you please provide more info. My assumption was that only job that needs to be done from our end is to create the empty data schema and update the same in installer.upgrade.targetDataSchema, then running “helm upgrade release --namespace mypega” would automatically take care of all the steps. Please let me know if my understanding is correct and when below step need to be done?

_**Before testing, you need to import required data instances into temp data schema, from application. ( RAP import or deployment manager )**_

---

<div class="post-metadata">

**Author:** ![SuhasKumar](https://avatars.discourse-cdn.com/v4/letter/s/b487fb/32.png) [@SuhasKumar](https://forums.pega.com/u/SuhasKumar)\
**Post date:** [August 1, 2024, 1:34pm UTC](https://forums.pega.com/t/query-regarding-software-update/6931/8 "2024-08-01T13:34:14Z")

</div>

@Jey2705

_**Before testing, you need to import required data instances into temp data schema, from application. ( RAP import or deployment manager )**_

_ **This is manual step. Required only if you want to sanity test the upgrade using temp schema.** _

_**Automation will not have any knowledge about client specific data instances, which client would need to sanity test the application!! (like access groups etc)**_

_ **Automation will only move OOTB data instances to temp data schema.** _
