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articles/energy-data-services/how-to-manage-upgrade-settings.md

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@@ -24,8 +24,8 @@ Azure Data Manager for Energy provides two upgrade policy options:
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| Policy | Description |
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|--------|-------------|
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| **Automatic** | Your instance is automatically upgraded when a new milestone release is available. This option is the default setting for all instances. |
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| **Deferred** | Your instance upgrade is deferred, giving you up to 30 days to validate the new milestone release before your instance is upgraded. |
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| **Automatic** | Instance is upgraded automatically when a new milestone release is available. This option is the default setting for all instances. |
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| **Deferred** | Upgrades are deferred for up to 30 days before instance is upgraded. |
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If you have multiple Azure Data Manager for Energy instances, you can set different upgrade policies for each one. For example, you might set one instance to **Automatic** so it upgrades immediately when a new milestone is released, allowing you to test and validate the changes. Meanwhile, you can set your production instance to **Deferred** to delay the upgrade until you complete your testing. At any point during the 30-day window, you can mark your deferred instance as ready for upgrade. If you don't take action, the instance is automatically upgraded at the end of the 30-day window.
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1. In the left menu under **Advanced**, select **Upgrade Settings**.
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1. On the **Upgrade Settings** page, you can view:
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- **Current milestone version**: The current milestone version your instance is running (for example, M25 or M26).
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- **Upgrade policy**: Whether your instance is set to **Automatic** or **Deferred** upgrades.
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- **Auto upgrade after date**: If your upgrade policy is set to **Deferred** and a milestone upgrade is available, this field shows the date when your instance is automatically upgraded.
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- **Automatic upgrade after**: If your upgrade policy is set to **Deferred** and a milestone upgrade is available, this field shows the date when your instance is automatically upgraded.
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> [!NOTE]
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> The current milestone version is also displayed on the **Overview** page for your Azure Data Manager for Energy instance.
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> The current milestone version is displayed in the **Essentials** section on the **Overview** page for your Azure Data Manager for Energy instance.
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## Configure upgrade settings during instance creation
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You can configure upgrade settings when you create a new Azure Data Manager for Energy instance.
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1. When creating a new instance, navigate to the **Advanced Settings** tab.
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1. In the **Upgrade Settings** section, you can choose to enable **Defer Milestone Upgrades**.
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1. In the **Upgrade Settings** section, select either **Automatic** or **Deferred** for the **Upgrade Policy**.
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1. Complete the remaining tabs and select **Create** to create your instance with the configured upgrade settings.
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1. Select either **Automatic** or **Deferred** to change your upgrade policy.
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1. Select **Save** to apply your changes.
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## Mark your instance as ready for upgrade
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1. In the left menu under **Advanced**, select **Upgrade Settings**.
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1. Select the **Mark Ready for Milestone Upgrade** button.
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1. Select the **Mark Ready for Upgrade** button.
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> [!NOTE]
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> The **Mark Ready for Milestone Upgrade** button is only available when:
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> The **Mark Ready for Upgrade** button is only available when:
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> - Your upgrade policy is set to **Deferred**.
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> - A milestone upgrade is available (the **30-Day Window End Date** is set).
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> - The **Automatic upgrade after** date is set by the Azure Data Manager for Energy team.
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1. Confirm that you want to mark your instance as ready for upgrade.
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When a new milestone release is available and your upgrade policy is set to **Deferred**, the following apply:
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1. After all instances with the **Automatic** upgrade policy are upgraded, the Azure Data Manager for Energy team sets the **30-Day Window End Date**, which is approximately 30 days from that point.
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1. After all instances with the **Automatic** upgrade policy are upgraded, the Azure Data Manager for Energy team sets the **Automatic upgrade after** date, which is approximately 30 days from that point.
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1. The **30-Day Window End Date** is displayed on the **Upgrade Settings** page in the Azure portal.
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1. The **Automatic upgrade after** date is displayed on the **Upgrade Settings** page in the Azure portal for instances with a **Deferred** upgrade policy.
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1. During this 30-day window, you can:
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- Test the new milestone release in a nonproduction environment.
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- Mark your instance as ready for upgrade when you're satisfied with your testing.
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- Take no action and let your instance be automatically upgraded at the end of the window.
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1. After your instance is upgraded, the **30-Day Window End Date** is cleared until the next milestone release.
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1. After your instance is upgraded, the **Automatic upgrade after** date is cleared until the next milestone release.
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## Frequently asked questions
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