This guide covers upgrading an existing Legacy On-Premises instance to NextGen. If you are starting a fresh new deployment, please refer to this guide.

Overview

Teramind NextGen is delivered as an in-place upgrade over an existing Teramind Legacy on-premises deployment. Once a Teramind Update (TMU) package that contains NextGen is applied to a legacy instance, an upgrade banner appears on the Settings > About page (under Update Teramind):

NextGen is not installed automatically the first time this banner appears. Because the switch changes the product experience, Teramind requires explicit confirmation from the customer before the NextGen install proceeds. This guide walks through that confirmation flow end to end: checking prerequisites, resolving failed checks, uploading the TMU, and switching into the new NextGen dashboard once installation completes.

Step 1: Download the Teramind Update (TMU) File

1. Log in to the Self-Hosted Portal at: teramind.co/portal/download:

2. Navigate to the Step 2: Download Packages section. Click the download button under Teramind Update to download the .tmu file.

Step 2: Update the Instance

1. From your Teramind Dashboard, go to the Settings > About tab.

2. Click Update Teramind to expand the section:

If your instance is eligible for the NextGen update, a green message stating "All required conditions were met." will display. Continue with the instructions to update the server.
If a red error message appears, skip the remaining update steps and refer to the Troubleshooting section below.

3. Enable the Enable Next Gen on the next update checkbox.

4. Click the Select update file button and choose the .tmu file you downloaded in Step 1.

5. Click the Update button to initiate the update process:

6. The update will progress through multiple stages (preparing, updating containers, restarting containers, etc.) and may take several minutes - keep the browser tab open.

Step 3: Switch to NextGen

1. Once the update finishes, NextGen is installed and activated, and a welcome popup will appear. Click Try the New Teramind Now! to open the NextGen interface:

2. On the subsequent popup, click Ready to explore? Let’s get started to begin using the NextGen dashboard.

Switching Between Legacy and NextGen Dashboard

Use the Teramind Legacy or SWITCH TO NEXT GEN button located at the top of the dashboard to toggle between the two environments at any time:

Troubleshooting

Failed Instance Check

If your instance isn’t ready for NextGen migration, you will see a red error message like the one below:

You can use the table below to resolve common issues:

Requirement	If it fails
Hostname The instance hostname must be set.	Configure the HOSTNAME under Settings > Security.
PostgreSQL PostgreSQL must be accessible and version 9.6 or higher.	See this article for upgrading your PostgreSQL cluster.
Redis Must be reachable and version 5 or higher.	Check the version with SSH: redis-server --version If below 5, upgrade using: sudo apt-get update sudo apt-get install --only-upgrade redis-server
High Availability HA is not yet supported by NextGen.	Migration cannot proceed until HA support is released. Contact your Customer Support Manager for updates.
System Health General instance health checks must pass.	Check System Health, Storage, and Server Management under Settings. Resolve any reported server, schema, or service issues.

Contact [email protected] if you need help.

Other Issues

Update finished, but NextGen banner still displays: The "Enable Next Gen on the next update" checkbox was not selected prior to uploading the TMU file. Check the box and re-upload the TMU.
Update appears stuck: Large TMU files and container restarts take time. Do not refresh or close the page during stages like preparing, updating containers, updating scripts, or restarting containers. If unresolved for an extended period, contact [email protected].

FAQ

1. Is the migration reversible?

Yes. You can switch between Teramind NextGen and Legacy anytime using the Teramind Legacy / SWITCH TO LEGACY button on the dashboard. See the Switching Between Legacy and NextGen Dashboard section.

2. Will existing data, settings, and custom reports carry over?

Yes. Your existing data, configurations, and custom BI reports are synced and remain available in NextGen.

3. What features are migrated/available in NextGen?

Please check out the Teramind NextGen Migration Guide for detailed information.

4. What happens if I upload a TMU without enabling NextGen?

All standard system components within the TMU will update normally, but NextGen installation is skipped. The prompt banner will remain on Settings > About for future updates.

5. Does NextGen support high-availability (HA) deployments?

Not yet. Contact your Customer Support Manager for information on upcoming HA support.

How to Upgrade Your Legacy On-Premises Instance to NextGen