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9 changes: 9 additions & 0 deletions deploy-manage/upgrade/deployment-or-cluster/upgrade-717.md
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Expand Up @@ -90,7 +90,16 @@

It's highly recommended to start this upgrade from the latest 7.17.x patch release to ensure that you’re using the most recent version of the Elastic Upgrade Assistant. You should also upgrade to the latest available 8.19.x patch release so that the same benefits apply when you later upgrade to 9.x.

:::::{note}
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@natasha-moore-elastic or @jmikell821 can you please take a look at this change.

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hah. never mind, @nastasha-solomon beat me to it (again!)

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me jumping on PR reviews:
pr-reviews

If you use the [{{elastic-sec}} solution](/solutions/security.md), read the full [Upgrade {{elastic-sec}} from 7.17 to 8.x](https://www.elastic.co/guide/en/security/8.19/upgrade-7.17-8x.html) guide when planning the upgrade.
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perhaps this should be a warning?

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If you use the [{{elastic-sec}} solution](/solutions/security.md), read the full [Upgrade {{elastic-sec}} from 7.17 to 8.x](https://www.elastic.co/guide/en/security/8.19/upgrade-7.17-8x.html) guide when planning the upgrade.
If you use the [{{elastic-sec}} solution](/solutions/security.md), then you need to perform additional steps as part of the upgrade process. Review [Upgrade {{elastic-sec}} from 7.17 to 8.x](https://www.elastic.co/guide/en/security/8.19/upgrade-7.17-8x.html) before you begin your upgrade.

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@nastasha-solomon nastasha-solomon Dec 17, 2025

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I'm in favor of switching the admonition to a warning and using the stronger, more direct language. There's a good amount of pre and post checks that users will need to complete when moving from 7.17->8.x, so the more emphasis, the better.


In particular:
* Export all custom detection rules as a backup before upgrading, in case there are issues with the detection engine after the upgrade.
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We don't explicitly recommend this in the guide for upgrading from 7.17.x -> 8.x, but there's really no harm in advising it here. If anything, it's sound advice for upgrading to any Security version.

* Review [alert schema changes](https://www.elastic.co/guide/en/security/8.19/alert-schema.html) if alerts are forwarded to an external SOAR, or if you directly query alert data in custom dashboards or tools.
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Suggested change
* Review [alert schema changes](https://www.elastic.co/guide/en/security/8.19/alert-schema.html) if alerts are forwarded to an external SOAR, or if you directly query alert data in custom dashboards or tools.
* Review [alert schema changes](https://www.elastic.co/guide/en/security/8.19/alert-schema.html) if alerts are forwarded to an external SOAR, or if you directly query alert data in custom dashboards or visualizations.

* Plan for the [post-upgrade steps](https://www.elastic.co/guide/en/security/8.19/upgrade-7.17-8x.html#_post_upgrade_steps), such as re-enabling and verifying rules after the upgrade.
:::::

### 8.19 upgrade preparations

Check notice on line 102 in deploy-manage/upgrade/deployment-or-cluster/upgrade-717.md

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Elastic.Capitalization: '8.19 upgrade preparations' should use sentence-style capitalization.

The [upgrade preparation steps from 7.x](https://www.elastic.co/guide/en/elastic-stack/8.19/upgrading-elastic-stack.html#prepare-to-upgrade) are designed to prevent upgrade failures by detecting and addressing internal incompatibilities, including deprecated settings that are no longer supported in the next release.

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