Use the ITSI Upgrade Readiness Dashboard

The ITSI Upgrade Readiness Dashboard displays the results of a nightly upgrade readiness check that detects common ITSI issues in your environment before you upgrade to the next ITSI version. The dashboard surfaces and provides steps to resolve these issues so you can successfully upgrade your environment. For more information about upgrading ITSI, see Install Splunk IT Service Intelligence on a single instance.

ITSI upgrades may fail due to issues outside of those checked by the Upgrade Readiness dashboard. For more information, see Troubleshooting ITSI upgrades and Rolling back an upgrade of ITSI.

You must have the admin role to access this dashboard. The dashboard populates after the upgrade readiness job runs every 24 hours.

Dashboard panels

Panel	Description
Objects affected	The number of objects (KPIs, services, service templates, or other ITSI objects) affected by the error. Drill down to view the specific objects by selecting the Open in Search button on the right panel listing additional details.
Error	Summary of the error. Select the error to view a more detailed error description and resolution. Select Open in Search to view the specific error details and a list of the objects affected by the error. Additionally, these details tell you more about the error displayed: Severity: describes the level of impact that the error may have on the upgrade. There are 3 severity levels: Minor, Moderate, and Major. A minor or moderate severity error will not stop an upgrade, but may cause issues with functionality. However, though you'll still be able to proceed with upgrading to the next version, an error categorized with major severity will likely cause a failure during the upgrade process. Blocks Upgrade: if this is True, it is highly recommended you address errors before upgrading your ITSI environment to prevent potential failures or errors. However, you can still proceed with upgrading to the next version of ITSI even if errors are identified. Category: displays the type of objects affected by the error, such as Services or Service Templates. Documentation: A link to related documentation for the affected objects.

Manually start a precheck

Select the Start new precheck button on the dashboard page to manually start a new upgrade readiness check. Refresh the page after the precheck runs to view the most up to date data on the dashboard. For example, if you remediate an error and select this button to run a precheck again, the error should no longer surface on the dashboard.

Upgrade error reference

The table below lists the types of upgrade errors that may be identified and displayed on the dashboard.

Error name	Description	Resolution	Severity
Missing KPI threshold levels	One or more of your KPIs are missing threshold levels.	Add the missing KPI threshold field to the KPI. View a list of KPIs to edit by selecting the Open in Search button.	Moderate
Incorrect KPI base search reference	Services or service templates display an inaccurate dependency with one or more shared KPI base searches. For example, one of your services shows that it is dependent on a shared KPI base search that doesn't exist in your system.	For the KPIs of services, update the KPI search type from base search to adhoc search. View a list of KPIs to edit by selecting the Open in Search button. For the KPIs of service templates, update the current base search to a different base search. View a list of KPIs to edit by selecting the Open in Search button.	Moderate
KPIs with missing KPI threshold template	Services or service templates display an inaccurate dependency with one or more KPI threshold templates.	Update the KPI threshold configuration. View a list of KPIs to edit by selecting the Open in Search button.	Moderate
Objects having KPIs with incorrect search type	KPIs aren't configured with the correct search type.	Update the KPI to the correct search type. View a list of KPIs to edit by selecting the Open in Search button.	Moderate
Missing KPI base search	KPIs linked to services or service templates are missing a base search ID field.	For the KPIs of services, update the KPI search type from base search to adhoc search. View a list of KPIs to edit by selecting the Open in Search button. For the KPIs of service templates, update the current base search to a different base search. View a list of KPIs to edit by selecting the Open in Search button.	Moderate
Incorrect linked services	Service templates are linked to services that don't exist.	Add a tag to the service to remove the incorrect linked services.	Moderate
Linked services missing	Service templates don't display the correct linked services.	From the service configuration, link the service to the correct service template.	Minor
Incorrect linked services number	The number of linked services does not match the total linked services field for a service template.	Add a tag to the service template to resolve the discrepancy.	Minor
Sync status field error	The sync status field is not set to 'synced'.	Add a tag to the service template in order for the 'synced' status to display or resolve the issue using the last_sync_error message.	Major
Incorrect service dependencies	A service is incorrectly displayed as the dependent of another service that doesn't exist.	This precheck error won't affect your upgrade.	Minor
Main service dependencies missing	A service doesn't display the other services that it depends on.	This precheck error won't affect your upgrade.	Minor
Dependent services missing	A service doesn't display the correct dependent services.	Add the correct dependent services to the main service.	Minor
Duplicate Service names	One or more services has the same name as an existing service.	Change or update one of the duplicate service names.	Moderate
Incorrect dependent services	A service has inaccurate service dependencies. The service displays dependencies on other services that don't exist.	Add a tag to the service to remove the incorrect dependent services.	Moderate