How to Request a Pre-Upgrade Consultation for Self-Hosted Jama Connect®

Published Date: November 6, 2026
Audience: Everyone
Products and Versions Covered:

Jama Connect® — Self-Hosted Deployments

Summary

Before upgrading your self-hosted Jama Connect environment, Jama Software® recommends scheduling a complimentary Pre-Upgrade Consultation with our Installation and Upgrade experts.

During this 30-minute consultation, our team will review your environment, confirm requirements, identify potential risks, and discuss the appropriate upgrade path.

This article explains how to request a consultation and what to expect after submitting your request.

Why Schedule a Pre-Upgrade Consultation?

Planning ahead can help your team prepare for a successful upgrade and reduce the likelihood of unexpected issues.

A Pre-Upgrade Consultation helps you:

Review your current environment and upgrade readiness.
Identify prerequisites and potential upgrade risks.
Understand the recommended upgrade path.
Discuss available professional services if additional upgrade assistance is needed.

We recommend scheduling your consultation before beginning upgrade activities.

How to Request a Pre-Upgrade Consultation

Open the consultation page.

Navigate to Self-Hosted: Install / Upgrade Consultation & Services.
Select Request Install / Upgrade Consultation.

On the consultation page, click the Request Install / Upgrade Consultation button or link to open the request form in the Jama Software Support Portal.
Complete the request form.

On the Submit a request page, confirm that Consulting, Training & Technical Services is selected.

Enter a subject such as Pre-Upgrade Consultation.
Select the appropriate Solution Offering.

Under Requested Solution Offering, select:

Tech Services: Install / Upgrade Consultation
Submit your request.

Complete all remaining required fields, including relevant information about your environment and planned upgrade, and click Submit.

What Happens After You Submit Your Request?

After your request is submitted, it will be routed to the appropriate Jama Software team for review.

A member of our Technical Services Delivery Team will follow up to coordinate scheduling and discuss next steps for your consultation.

During the consultation, our experts will help you understand your upgrade requirements and identify any additional preparation or services that may be beneficial.

Note: The Pre-Upgrade Consultation is complimentary. Additional guided installation or upgrade services may require a Success Program or other Services Agreement.

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