12 Chapter 2 Before you beginFirst step• Ensure that you have received your upgrade kit and have assembledall of the tools you need to complete an upgrade or platform migration.Read the section "Verify the upgrade and platform migration kit" (page15) and complete the pre-upgrade and pre-platform migration checklistin "CallPilot pre-upgrade and pre-platform migration checklist" (page 15).• Read the section "Approximate time to perform upgrade and platformmigration tasks" (page 18).Second step• Determine whether you are performing a platform migration or anupgrade. Read the section "Which process do I choose: platformmigration or upgrade?" (page 21)• Read the section "Supported software upgrade or platform migrationpaths" (page 24).Third stepAfter you determine whether you are performing an upgrade or a platformmigration, complete one of the following the steps:• If you are performing an upgrade, go to Chapter 3 "Preparing thesystem for upgrade" (page 27). The document guides you through theremainder of the upgrade process.• If you are performing a platform migration, go to Chapter 5 "Preparingthe system for migration" (page 79). The document guides you throughthe remainder of the platform migration process.Planning for the upgrade or platform migrationThis section provides some planning tips and items to consider beforeperforming an upgrade or a platform migration.Upgrading CallPilot applicationsDesktop Messaging and My CallPilotNortel recommends that you upgrade the Desktop Messaging clients andMy CallPilot server before the server upgrade or migration date. In mostcases, the CallPilot 5.0 Desktop Messaging clients and My CallPilot serverare backward compatible with the CallPilot Server software.Note: Desktop Messaging and My CallPilot 5.0 do not work with aCallPilot server running a release prior to 2.5.• If your CallPilot server is Release 2.5 or later, upgrade DesktopMessaging and My CallPilot before upgrading the CallPilot server. Ifthe CallPilot server is running software prior to Release 2.5, then theorder of upgrade does not matter. In order for Desktop Messaging or MyNortel CallPilotUpgrade and Platform Migration GuideNN44200-400 01.12 Standard5.0 24 April 2009Copyright © 2007–2009, Nortel Networks.