1. Back up custom tasks: If you have custom tasks that were built by modifying ThingWorx Navigate out-of-the-box extensions, make backups, so you can redeploy them after the upgrade. This prevents overwriting of these custom tasks during the upgrade process. For more information, see ThingWorx Extension Development Guide.

2. Stop Apache Tomcat and Integration Runtime for your current ThingWorx Navigate version.

3. On your Windchill version, install the enablement patch compatible with the maintenance release version of ThingWorx Navigate you want to upgrade to. For more information, see Install a PTC Windchill Patch. Alternatively, you can update the Windchill CPS compatible with the ThingWorx Navigate version you want to upgrade to.

4. Update ThingWorx: Follow the upgrade instructions in the section “Maintenance Release/Service Pack Upgrade Process” in the Upgrading to ThingWorx 8.5 guide.

5. Now, remove the existing configuration management extension using the following steps:

c. Restart Apache Tomcat.

6. From the PTC Software Download page, download ThingWorx-Navigate-Release-<version>-bundle.zip. See detailed download instructions below:

a. Select PTC SMART CONNECTED APPLICATIONS and then expand Release APPs, ThingWorx Navigate 8.5, and Most Recent Datecode.

b. Select ThingWorx-Navigate-Release-<version>-bundle.zip and extract the bundle.

7. In ThingWorx Composer, import the thingworx-navigate-configuration-manager-upgrade8_5.zip file from the upgrade folder of the extracted bundle using the following steps:

a. In ThingWorx Composer, click Import/Export > Import.

b. In the Import window, select Extension from the Import Option list.

c. In the File Name field, click Browse and select thingworx-navigate-configuration-manager-upgrade8_5.zip.

d. Click Import.

8. Clear Apache Tomcat cache and restart Apache Tomcat.

9. Execute the PrepareForUpgrade service using the following steps:

a. In ThingWorx Composer, search for DataConfigurationAPI, and then open it. The General Information page opens.

b. Click Services.

c. For PrepareForUpgrade, click Execute service. The Execute Service: PrepareForUpgrade window opens.

d. Click Execute.

e. Restart Apache Tomcat.

10. In ThingWorx Composer, import the PTCNavigate_All-<version>-all_inclusive_bundle.zip extension from the extracted bundle using the following steps:

a. In ThingWorx Composer, click Import/Export > Import.

b. In the Import window, select Extension from the Import Option list.

c. In the File Name field, click Browse and select PTCNavigate_All-<version>-all_inclusive_bundle.zip.

d. Click Import.

11. Restart Apache Tomcat.

12. Execute the PostUpgradeConfiguration service using the following steps:

a. In ThingWorx Composer, search for DataConfigurationAPI, and then open it. The General Information page opens.

b. Click Services.

c. For PostUpgradeConfiguration, click Execute service. The Execute Service: PostUpgradeConfiguration window opens.

d. Click Execute.

e. Restart Apache Tomcat.

13. Extract Integration Runtime from the upgrade folder and then perform the following steps:

a. Stop Integration Runtime.

b. Copy integration-runtime-8.0.7-b870.jar to the integration-runtime folder of your ThingWorx Navigate installation.

c. Back up your existing integration-runtime-<version>.jar (source version) and then rename it.

d. Now, rename the copied integration-runtime-8.0.7-b870.jar to integration-runtime-<version>.jar (source version).

e. Start Integration Runtime.

14. Redeploy your custom tasks: If you have custom tasks built by modifying ThingWorx Navigate out-of-the-box extensions, reimport those custom tasks you backed up earlier.

15. If you selected the Windchill authentication method, a few extra configuration steps are required. Refer to Add Servlet Filters to Tomcat Configuration for detailed instructions.