Checklist
- Confirm the supported upgrade path for the current K2 or Nintex Automation version.
- Inventory installed components, SharePoint apps, runtime sites, identity providers, and integration dependencies.
- Review prerequisites, server readiness, Windows updates, antivirus constraints, and database backup strategy.
- Define validation scripts, workflow smoke tests, form tests, user acceptance checks, and rollback criteria.
- Plan communication, outage windows, deployment ownership, and post-upgrade support coverage.