Preparing to Upgrade FortiSOAR
We recommend performing the following tasks to prepare for a successful FortiSOAR upgrade:
To prepare for upgrading FortiSOAR (summary):
- Ensure that all data ingestion playbooks and schedules are stopped and wait for all existing active playbooks to complete before starting the upgrade process.
- Take a VM snapshot of your current system. Only after you have taken a VM snapshot of your system should you attempt to upgrade FortiSOAR. In case of any failures, these VM snapshots will allow you to revert to the latest working state. Follow the steps mentioned in the documentation of your platform for taking a snapshot and reverting to the current snapshot.
- Ensure that the playbook appliance has '
Create
' and 'Read
' permissions on theWidgets
module. Playbook appliance is used to install the widgets required by the war room, and if the permissions to the Widgets are not assigned; the required war room widgets will fail to install. - Execute the
screen
command to ensure that yourssh
session does not timeout. For more information on how to handle session timeouts, see the Handle session timeouts while running the FortiSOAR upgrade article present in the Fortinet Knowledge Base. - Ensure that repo.fortisoar.fortinet.com is reachable from your VM. If you are connecting using a proxy, then ensure that proxy details set are correct using the
csadm network list-proxy
command and also ensure thatrepo.fortisoar.fortinet.com
is allowed in your proxy. For more information oncsadm
CLI, see the FortiSOAR Admin CLI chapter in the "Administration Guide." - Ensure that you have reviewed the Special Notices chapter in the "Release Notes", so that you are aware of operational and breaking changes made in version 7.3.0.