Prepare to upgrade

Is this the right guide?

  • This guide applies if you want to upgrade or migrate to version 2017 May (7.0) or 2018 April (7.1) and higher. For older versions see the documentation of that respective version.
  • For AppMon 6.2 and later, a direct upgrade is possible.
  • For AppMon 6.1 and earlier, you must migrate to 6.5 first. See the 6.5 Documentation for instructions.
  • For Proof of Concept (POC) and evaluation installations, a clean new installation is highly recommended.
  • For Independent Software Vendor editions (PTC Windchill), use the documentation supplied by the vendor.

Get an overview

Create an inventory of your installed Collectors, Agents, and Clients to understand the scope of the upgrade.

Check new requirements

Double-check on critical fixes

If you recently received an update with a critical fix or change in response to a support case, check the latest update Release notes to see if the issue id (for example, JLT-160157) is included.

This release together with its latest public update contains all changes of all public updates for earlier versions.

If you are missing required changes, contact support before scheduling the upgrade to clarify and resolve.

Included updates

2018 October includes all changes of:

  • 2018 April Update 13
  • 2017 May Update 32

When upgrading to 2018 April and earlier releases the respective latest public updates are equivalent.

Update the source installation

It is recommended to roll out the most recent public product update on the old installation before the upgrade.

Check Compatibility

Upgrading all Collectors and Agents along with the Server is recommended. This is also required to guarantee that all new features work.

However, if you don't plan on doing so, check the component compatibility beforehand.

As a best practice, plan your upgrade around scheduled maintenance windows. You must be able to restart Agent Groups/tiers should incompatibilities arise.

Review custom-sized installations

Review your Server sizing by contacting support beforehand, if your dtserver.ini or dfrontendserver.ini file contains -memory unsupported.

Take notes

Document which additional plugins were installed by clicking Settings > Dynatrace Server > Plugins in the AppMon Client.

Document all Downtimes and incident rules of the Self-Monitoring System Profile.

Document the passwords to the following services: Email, LDAP, Proxy, DC-RUM, Gomez.

Performance Warehouse database

  • Be prepared to create backups as part of this guide.
  • If your SQL DB server is not supported by the new version, create a backup and switch to a supported DB before the upgrade.
  • Verify that the configured Performance Warehouse user has the permissions to create and drop tables for the DBMS.

Session Storage

  • If the current storage location is within the installation directory (which is default) and you want to keep the stored sessions, move the session storage into a separate directory accessible from the both old and new installations before the migration. It eases this and future migrations.
  • Document the current configuration. In the AppMon Client, click Settings > Dynatrace Server > Storage.
  • Be prepared to create backups as part of this guide.


If you use z/OS Agents, AppMon 6.3 and later no longer requires an additional license. Instead, open the licensing ticket to get the needed number of CICS and IMS agents and/or Java Agents added to your Server license.

Download files

Download the software required for the migration:

Disable automatic agent updates during upgrade

If you are running AppMon 7.0 or older, automatic agent updates need to be disabled during the upgrade.

Next: Upgrade Server, Collectors, and Clients