The in-place upgrade path is only applicable for upgrading from ThingWorx Navigate 9.1.0, 9.0.0, and 8.5.x installed using the installer. The ThingWorx Navigate Setup tool identifies your previous ThingWorx Navigate installation and guides you through the upgrade.

Before upgrading to ThingWorx Navigate 9.1.x or 9.0.x, ensure that you have upgraded to the compatible ThingWorx Foundation version using the installer. Determine the compatible ThingWorx Foundation version using the ThingWorx Navigate Product Compatibility Matrix. For help with upgrade, refer to the Using the Installer to Upgrade ThingWorx Foundation topic from the ThingWorx Help Center.

Before you begin upgrading, back up your custom tasks and blacklisted attributes. The sections that follow provide instructions for performing these backups.

If you have custom tasks that were built by modifying out-of-the-box ThingWorx Navigate 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 Best Practices for Developing Solutions in the ThingWorx Help Center.

If you are upgrading from ThingWorx Navigate 9.0.x to 9.1.x, your custom tasks that were created using components will be automatically upgraded. It is not required to back up your custom tasks. However, it is a good practice to back up your custom tasks and custom component implementations. Review them after the upgrade and, if required, redeploy them.

If you made any changes to the blacklisted attributes, back them up so you can apply those changes after the upgrade. For details on blacklisting attributes, see the Blacklist Attributes topic.