It’s great to hear you are planning to upgrade your instance of Octopus to the latest LTS version.
You’ll also be following one of our best practices when upgrading; which is to test your upgrade process.
You should use a separate Octopus Server and Database to test your upgrade. The reason for this is that when you run the Installer, it will automatically upgrade all instances on the same server and the attached databases.
When you are upgrading major versions of Octopus, we generally recommend running a Proof of Concept/Test upgrade before running it in your primary instance.
There are a few ways you can do this, and I’ll cover these below. Before carrying any of the below out, we would recommend putting your Octopus instance into Maintenance Mode and also draining your nodes.
All Octopus licenses can be used on up to 3 separate Octopus instances, so it may be worthwhile having a permanent test instance of Octopus for Upgrades, PoC’s, etc…
Before you do any of this, we recommend you back-up your Database, snapshot your Virtual Machine and back up your Master Key. The purpose of this is to ensure you have something to roll back.
I’d recommend looking at our upgrade guide here and we have an Ask Octopus video here which discusses this in-depth.