When you upgrade to TeamConnect 4.0 , you must upgrade to CSM 4.0.

If you are on a version earlier than 3.2 Update 2. you must incrementally upgrade by following the sequence of tasks below. Match your currently installed versions of TeamConnect and Collaborati Spend Management with the appropriate heading below.

TeamConnect 2.5 SP4 Update 1, CSM 1.x:

If your CSM 1.x is a version prior to 1.3 Update 2, upgrade it to CSM 1.3 Update 2.

When CSM is at version 1.3 Update 2, do the following:

1.Upgrade TeamConnect directly to version 3.2 Update 2, using the TeamConnect installer.

2.Using the TeamConnect Available Updates page, upgrade CSM to version 3.2 Update 2.

3.Stop and restart your TeamConnect application.

4.Run the TeamConnect version 4.0  installer.

5.Deploy the 4.0  instance.

6.Using the TeamConnect Available Updates page, upgrade CSM to version 3.3.

You are finished. Skip the steps below.

TeamConnect 3.1.x, any CSM 3.x version:

1.Using the TeamConnect Available Updates page, upgrade CSM to version 3.1 Update 2.

2.Run the TeamConnect version 3.2 installer.

3.Deploy the 3.2 instance.

4.Proceed to the steps under the next heading.

TeamConnect 3.2, CSM 3.1 Update 2:

1.Use Available Updates to upgrade CSM to version 3.2.

2.Using the TeamConnect Available Updates page, upgrade CSM to version 3.2 Patch 2.

3.Stop and restart the TeamConnect 3.2 instance.

4.Proceed to the steps under the next heading.

TeamConnect 3.2, CSM 3.2 Patch 2:

1.Run the TeamConnect version 3.2 Update 1 installer.

2.Apply Patch 3 for TeamConnect 3.2 Update 1.

3.Deploy the 3.2 Update 1 instance.

4.Proceed to the steps under the next heading.

TeamConnect 3.2 Update 1 Patch 3, CSM 3.2 Patch 2:

1.Use Available Updates to upgrade CSM to version 3.2 Update 1.

2.Use Available Updates to upgrade CSM to version 3.2 Update 1 Patch 3.

3.Use Available Updates to upgrade CSM to version 3.2 Update 2.

4.Run the TeamConnect version 4.0  installer.

5.Deploy the 4.0  instance.

6.Using the TeamConnect Available Updates page, upgrade CSM to version 3.3.

You are done. Skip the steps below.

TeamConnect 3.2 Update 2, 3.3 Update 1 or 3.3 Update 2, CSM 3.2 Update 2:

1.Run the TeamConnect version 4.0  installer.

2.Deploy the 4.0  instance.

3.Using the TeamConnect Available Updates page, upgrade CSM to version 3.3.