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.
• Take a backup of your FortiSOAR Built-in connectors' (SSH, IMAP, Database, Utilities, etc.) configuration, since the configuration of your FortiSOAR Built-in connectors might be reset, if there are changes to the configuration parameters across versions.
• 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 that repo.fortisoar.fortinet.com is allowed in your proxy. For more information on csadm CLI, see the FortiSOAR Admin CLI chapter in the "Administration Guide."
• Ensure that there are no duplicate entries in the /etc/fstab file.
• 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 7.5.0.