Pre-Upgrade Consultation for Self-Hosted Upgrades

Author: Amanda Jennewein
Date: August 15, 2025
Audience: Jama Connect Administrators
Environmental Details: Pre-Upgrade Consultation for Self-Hosted Upgrades

Use Case

If you manage a self-hosted Jama Connect environment using Replicated (Standard/Native/Legacy) or Replicate (KOTS) and are planning an upgrade, this article will guide you through our recommended best practice: scheduling a Pre-Upgrade Consultation with our Installation and Upgrade experts.

Best Practice

By following the steps here, you’ll:

• Ensure your environment is ready before the upgrade.

• Reduce the risk of downtime or unexpected issues.

• Know exactly which form to submit and how to prepare for the consultation.

Scheduling a pre-upgrade consultation is the best way to ensure your team has a smooth and successful upgrade.

Implementation: How to Schedule Your Pre-Upgrade Consultation

• Go to the Jama Software Support Portal

• Submit a Request

• Select the Request a Solutions Offering, Training, or Technical Service form.

• Enter the Subject
  Type Pre-Upgrade Consultation in the Subject field.

• Click Continue
  This will take you to the ticket creation page.

• Continue with Ticket Creation
  Review and proceed to the form.

• Select the Requested Solution Offering
  In the pick-list, choose Self-hosted: Install / Upgrade Consultation Technical Service.

• Complete the Form and Submit
  Fill in all required fields and click Submit to send your request.

• Next Steps After Submission
  Once your request is received, it will be assigned to our Technical Services Delivery Team for review. A team member will reach out directly to schedule your pre-upgrade consultation and provide guidance to ensure a smooth upgrade.

References

• Success Programs
• Success Catalog
• Datasheets
• Request a Solution Offering or Training from the Success Catalog

Feedback:
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