Installing your Upgrade Plan

task australia Updated Sep 10, 2026 1 min read um-installing-upgrade-plan.md
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Install your upgrade plan in the consumer instance to implement it in your upgrades.

Before you begin

Role required: admin

Procedure

  1. Navigate to Upgrade Plan using one of the following ways.

    Option Navigation
    Using left navigation Navigate to All > Admin Center > Upgrade Management > Upgrade Plan.
    Using Admin tab option Navigate to Admin > Upgrade Management > Upgrade Plan.

    Note: If you are on the Upgrade Monitor page, click Manage Upgrade Plan.

    The list view of the upgrade plans shows up.

  2. Select Retrieve to find your upgrade plan.

    [Omitted image "uc-retrieve-install.png"] Alt text: Upgrade plans.

  3. Search your upgrade plan by name.

  4. Navigate to All > My company applications and refresh it.

    Note: This step is applicable only if you can't find the required version of your upgrade plan.

  5. Repeat the previous steps to see the latest version of the upgrade plan.

  6. Select Install to install the upgrade plan to your instance.

    [Omitted image "uc-plan-install.png"] Alt text: Install the upgrade plan.

    Note: If you made any changes to the upgrade plan on the builder instance after installing it on the consumer instance, then update the upgrade plan to the latest version.

Parent Topic:Upgrade Plans tool in Upgrade Console

Related topics

Building your Upgrade Plan

Refreshing your Upgrade Plan

Prepare to upgrade with Upgrade Plan

Apply Upgrade Plan on your upgrade

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