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1. Choose one of the Application Servers to be used for installation, and copy the following artefacts to a folder on it:
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* Cortex Innovation 2026.3 - App Server Install Scripts.zip
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* Cortex Innovation 2026.3 - App Services.zip
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* Cortex Innovation 2026.3 - Block Packages.zip
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* Cortex Innovation 2026.3 - Encryptor.zip
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* Cortex Innovation 2026.3 - Gateway.zip
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* Cortex Innovation 2026.3 - Web App Server Install Scripts.zip
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{{< alert title="Important" color="warning" >}}Only the files for the version to be installed should be in the containing folder. There should not be any other versions of the files in this folder or a subfolder.{{% /alert %}}
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1. Extract the `Cortex Innovation 2026.3 - App Server Install Scripts.zip` file to a folder with the same name.
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1. Open a Windows PowerShell (x64) window as administrator.
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1. Navigate PowerShell to inside the `Cortex Innovation 2026.3 - App Server Install Scripts` folder using the following command, modifying the path as necessary:
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```powershell
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cd "C:\Install\Cortex Innovation 2026.3 - App Server Install Scripts"
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```
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1. Ensure that the `Cortex.Innovation.Install.PreInstallation.ps1` script has not been blocked by the operating system by running the following command:
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```powershell
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Unblock-File -Path .\Cortex.Innovation.Install.Preinstallation.ps1
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```
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1. Run the `Cortex.Innovation.Install.PreInstallation.ps1` script using the following command, modifying the `ApplicationServers` value to contain the NETBIOS names or fully qualified domain names of the Application Servers, the `WebApplicationServer` value to contain the NETBIOS names or fully qualified domain name of the Web Application Server and the `LoadBalancerServer` value to contain the NETBIOS names or fully qualified domain name of the Load Balancer Server (remove the `LoadBalancerServer` parameter if using an [alternative load balancer][]):
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```powershell
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.\Cortex.Innovation.Install.Preinstallation.ps1 -ApplicationServers @("app-server1", "app-server2", "app-server3") -WebApplicationServer "webapp-server" -LoadBalancerServer "lb-server"
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```
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[alternative load balancer]: {{< url path="Cortex.GettingStarted.OnPremise.InstallInnovationOnly.MultipleServerWithHA.AltLoadBalancerNew" >}}
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1. Copy the following artefacts to a folder on the server:
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* Cortex Innovation 2026.3 - App Server Install Scripts.zip
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* Cortex Innovation 2026.3 - App Services.zip
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* Cortex Innovation 2026.3 - Block Packages.zip
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* Cortex Innovation 2026.3 - Encryptor.zip
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* Cortex Innovation 2026.3 - Gateway.zip
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* Cortex Innovation 2026.3 - Web App Server Install Scripts.zip
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{{< alert title="Important" color="warning" >}}Only the files for the version to be installed should be in the containing folder. There should not be any other versions of the files in this folder or a subfolder.{{% /alert %}}
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1. Extract the `Cortex Innovation 2026.3 - App Server Install Scripts.zip` file to a folder with the same name.
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1. Open a Windows PowerShell (x64) window as administrator.
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1. Navigate PowerShell to inside the `Cortex Innovation 2026.3 - App Server Install Scripts` folder using the following command, modifying the path as necessary:
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```powershell
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cd "C:\Install\Cortex Innovation 2026.3 - App Server Install Scripts"
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```
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1. Ensure that the `Cortex.Innovation.Install.PreInstallation.ps1` script has not been blocked by the operating system by running the following command:
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```powershell
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Unblock-File -Path .\Cortex.Innovation.Install.Preinstallation.ps1
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```
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1. Run the `Cortex.Innovation.Install.PreInstallation.ps1` script using the following command, modifying the `ApplicationServers` and the `WebApplicationServer` values to contain the NETBIOS name or fully qualified domain name of the Server:
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```powershell
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.\Cortex.Innovation.Install.Preinstallation.ps1 -ApplicationServers @("app-server1") -WebApplicationServer "webapp-server"
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```
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1. Open a Windows PowerShell (x64) window as administrator.
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{{< alert title="Important" color="warning" >}}It is critical to make sure this is a new PowerShell window. If any Service Fabric cmdlets have been run previously to running the `Cortex.Innovation.Upgrade.ps1` script, the upgrade will close halfway through due to the PowerShell module being updated.{{< /alert >}}
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1. Navigate PowerShell to inside the `Cortex Innovation 2026.3 - App Server Install Scripts\Upgrade Application Server` folder using the following command, modifying the path as necessary:
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```powershell
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cd "C:\Install\Cortex Innovation 2026.3 - App Server Install Scripts\Upgrade Application Server"
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```
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1. Type the following command into PowerShell:
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```powershell
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.\Cortex.Innovation.Upgrade.ps1
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```
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1. Please read the End User Licence Agreement which can be found [here][Eula]. Once you agree to the terms, add the flag `-AcceptEULA` to the command entered above, e.g:
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```powershell
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.\<CortexUpgradeScriptName>.ps1 -AcceptEULA
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```
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1. Run the PowerShell command to upgrade the HA Services and required infrastructure.
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1. A credentials prompt will appear. Enter credentials of a domain user that is a member of the local Administrators group on all servers and press OK.
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1. Wait for the script to finish running. This should take approximately 10 minutes.
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1. Check that there have been no errors in the script; these would appear in red in the console.
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If the errors do not give any instructions on how to rectify, see [Troubleshooting During Upgrade][] for further information; if this does not help then please contact [{{% ctx %}} Service Portal][CORTEX Service Portal] for assistance.
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[CORTEX Service Portal]: {{< url path="Cortex.ServicePortal.MainDoc" >}}
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[Eula]: {{< url path="Cortex.Website.Eula.MainDoc" >}}
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[Troubleshooting During Upgrade]: {{< url path="Cortex.Reference.Troubleshooting.Upgrade.TroubleshootingDuringUpgrade" >}}
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1. In the `Cortex Innovation 2026.3 - App Server Install Scripts\Upgrade Application Server` folder, locate the `Cortex.Innovation.Upgrade.ps1` script and open it with a text editor.
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1. Choose the tab below that matches the configuration for this upgrade, then update the script to match, changing the parameters according to the details given below:
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{{% alert title="Note" %}}
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To check the previous configuration values open the `Cortex.Upgrade.ApplicationConfig.json` file located in `%ProgramData%\Cortex\Upgrade`. If the file does not exist or the values should be changed then use the `Use New Configuration Values` tab.
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{{% /alert %}}
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{{< tabpane lang="powershell" >}}
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{{< tab header="Use Previous Configuration Values" >}}
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.\Cortex.Upgrade.ps1 `
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-AppServicesPath "C:\Install\Cortex Innovation 2026.3 - App Services.zip" `
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-BlockPackagesPath "C:\Install\Cortex Innovation 2026.3 - Block Packages.zip" `
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-Credential $Credential `
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-AcceptEULA:$AcceptEULA `
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*>&1 | Tee-Object -FilePath "cortex-ha-upgrade-log.txt"
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{{< /tab >}}
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{{< tab header="Use New Configuration Values">}}
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.\Cortex.Upgrade.ps1 `
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-AppServicesPath "C:\Install\Cortex Innovation 2026.3 - App Services.zip" `
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-BlockPackagesPath "C:\Install\Cortex Innovation 2026.3 - Block Packages.zip" `
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-ApplicationServerIPv4Addresses @("192.168.1.1") `
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-Credential $Credential `
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-AcceptEULA:$AcceptEULA `
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*>&1 | Tee-Object -FilePath "cortex-app-upgrade-log.txt"
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{{< /tab >}}
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{{< /tabpane >}}
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| Name | Description |
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|----------------------------------------------|-------------|
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|`AppServicesPath` | Configure this value with the location of the Application Services zip file on the server. |
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|`BlockPackagesPath` | Configure this value with the location of the Block Packages zip file on the server. |
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|`ApplicationServerIPv4Addresses` | The IPv4 address of the server.|
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|`Credential` | The credentials of the user which will be used to perform remote operations on the server. It must be a domain user that is a member of the local Administrators group on the server.<br><br>This does not need to be changed, a prompt will appear to enter this information when the script is run. |
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|`AcceptEULA` | This does not need to be changed, the EULA will be accepted at a later stage. |
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|`FilePath` | The filename that upgrade logs are written to. If this should be written to a different location than where the installation files are then a full path should be specified. |
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1. Save and close `Cortex.Innovation.Upgrade.ps1`.
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1. Copy the following artefacts to a folder on the server:
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* Cortex Innovation 2026.3 - Block Packages.zip
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* Cortex Innovation 2026.3 - App Services.zip
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* Cortex Innovation 2026.3 - App Server Install Scripts.zip
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1. Extract the `Cortex Innovation 2026.3 - App Server Install Scripts.zip` file to a folder with the same name.
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1. Open a Windows PowerShell (x64) window as administrator.
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{{< alert title="Important" color="warning" >}}It is critical to make sure this is a new PowerShell window. If any Service Fabric cmdlets have been run previously to running the `Cortex.Innovation.Upgrade.ps1` script, the upgrade will close halfway through due to the PowerShell module being updated.{{< /alert >}}
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1. Navigate PowerShell to inside the `Cortex Innovation 2026.3 - App Server Install Scripts\Upgrade Application Server` folder using the following command, modifying the path as necessary:
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```powershell
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cd "C:\Install\Cortex Innovation 2026.3 - App Server Install Scripts\Upgrade Application Server"
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```
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1. Type the following command into PowerShell:
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```powershell
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.\Cortex.Innovation.Upgrade.ps1
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```
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1. Please read the End User Licence Agreement which can be found [here][Eula]. Once you agree to the terms, add the flag `-AcceptEULA` to the command entered above, e.g:
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```powershell
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.\<CortexUpgradeScriptName>.ps1 -AcceptEULA
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```
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1. Run the PowerShell command to upgrade the application services and required infrastructure.
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1. A credentials prompt will appear. Enter credentials of a domain user that is a member of the local Administrators group on the server and press OK.
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1. Wait for the script to finish running. This should take approximately 10 minutes.
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1. Check that there have been no errors in the script; these would appear in red in the console.
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If the errors do not give any instructions on how to rectify, see [Troubleshooting During Upgrade][] for further information; if this does not help then please contact [{{% ctx %}} Service Portal][CORTEX Service Portal] for assistance.
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[Eula]: {{< url path="Cortex.Website.Eula.MainDoc" >}}
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[CORTEX Service Portal]: {{< url path="Cortex.ServicePortal.MainDoc" >}}
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[Troubleshooting During Upgrade]: {{< url path="Cortex.Reference.Troubleshooting.Upgrade.TroubleshootingDuringUpgrade" >}}
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1. In the `Cortex Innovation 2026.3 - Web App Server Install Scripts` folder, locate the `Cortex.Innovation.Install.Gateway.ps1` script and open it with a text editor.
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1. Choose the tab below that matches the configuration for this upgrade, then update the script to match, changing the parameters according to the details given below:
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{{% alert title="Note" %}}
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To check the previous configuration values open the `Cortex.Upgrade.GatewayConfig.json` file located in `%ProgramData%\Cortex\Upgrade`. If the file does not exist or any of the values should be changed then use the `Use New Configuration Values` tab removing any of the parameters that do need need to change leaving the minimum required parameters as can be seen in the `Use Previous Configuration Values` tab.
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{{% /alert %}}
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{{< tabpane lang="powershell" >}}
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{{< tab header="Use Previous Configuration Values" >}}
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.\Cortex.Install.Gateway.ps1 `
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-GatewayPackagePath "C:\Install\Cortex Innovation 2026.3 - Gateway.zip" `
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-ApplySecurityMeasures $true `
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-AcceptEULA:$AcceptEula `
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*>&1 | Tee-Object -FilePath "cortex-gateway-install-log.txt"
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{{< /tab >}}
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{{< tab header="Use New Configuration Values">}}
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.\Cortex.Install.Gateway.ps1 `
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-GatewayPackagePath "C:\Install\Cortex Innovation 2026.3 - Gateway.zip" `
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-GatewayApplicationPoolUsername "Domain\Username" `
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-WebRootFolder "C:\inetpub\wwwroot" `
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-WebsitePort "443" `
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-ImportCertificate $false `
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-CertificateFriendlyName "CertificateName" `
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-ConfigureSiteRedirect $true `
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-ApplySecurityMeasures $true `
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-UsingWindowsDefender $false `
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-AcceptEULA:$AcceptEula `
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*>&1 | Tee-Object -FilePath "cortex-gateway-install-log.txt"
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{{< /tab >}}
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{{< /tabpane >}}
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| Name | Description |
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|------------------------------------------------|-------------|
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|`GatewayPackagePath` | Configure this value with the location of the `Cortex Innovation 2026.3 - Gateway.zip` file on the server. |
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|`GatewayApplicationPoolUsername` | Replace `Domain\Username` with the user that is used to run the {{% ctx %}} Gateway application pool currently.|
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|`WebRootFolder` | Replace this with the correct path for the Web Root Folder on the server. Typically this will be `C:\inetpub\wwwroot`.|
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|`WebsitePort` | Replace this with the port that you wish the website to use. Typically this will be `443`.|
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|`ImportCertificate` | This should be set to `$false`.|
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|`CertificateFriendlyName` | Replace this with the friendly name that is allocated to the certificate that {{% ctx %}} Gateway is currently using.|
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|`ConfigureSiteRedirect` | If the site hosting the {{% ctx %}} Gateway web application is an existing site that doesn’t have its own content, it is recommended to redirect the site URL to the {{% ctx %}} Gateway web application URL. The default behaviour of the script is to create a URL Rewrite redirect rule to achieve this.<br /><br />To skip this rule creation change the value to `$false`.|
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|`ApplySecurityMeasures` | Change this to `$false` if you do not require the latest recommended [Security Best Practices][] to be implemented as part of the installation process.|
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|`UsingWindowsDefender` | Change this to `$false` if you are not using the Windows Defender firewall.<br /><br />If Windows Defender is not being used but an alternative firewall is, it must be configured to allow communication inbound via TCP on the port configured for HTTPS (usually 443).|
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|`AcceptEULA` | This does not need to be changed, the EULA will be accepted at a later stage. |
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|`FilePath` | The filename that installation logs are written to. If this should be written to a different location than where the installation files are then a full path should be specified. |
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1. Save and close `Cortex.Innovation.Install.Gateway.ps1`.
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[Security Best Practices]: {{< url path="Cortex.Guides.UpgradeGuides.UpgradeCortex.Advanced.SSLBestPractices" >}}
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1. Log in to Gateway with a user that has the `Admin` role.
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1. Click on the `Admin` charm, then `Packages`.
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1. In the `Package Definitions` grid, select `Is Published` filter option on the `Is Published` column to show all published packages.
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1. For each published package version:
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* Select the package.
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* Click `Unpublish` at the bottom of the `Definition` tab and click `Unpublish` on the confirmation pop-up dialog. A success message should appear. If it doesn't it means that there is a problem with the configuration in the `web.config` file for {{% ctx %}} Gateway, or the Application Services aren't healthy.
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* Click `Create New Version` then click `Save` and wait for the new version to be created.
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* Click `Publish`. A success message should appear. If it doesn't it means that there is a problem with the configuration in the `web.config` file for {{% ctx %}} Gateway, or the Application Services aren't healthy.
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* Sometimes the list of published packages in the `Package Definitions` grid disappears. To fix, set the `Is Published` filter in the `Package Definitions` grid to blank option and then set the filter to `Is Published` option again to show all published packages.
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1. Open a Windows PowerShell (x64) window as administrator.
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1. Navigate PowerShell to inside the `Cortex Innovation 2026.3 - Web App Server Install Scripts` folder using the following command, modifying the path as necessary:
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```powershell
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cd "C:\Install\Cortex Innovation 2026.3 - Web App Server Install Scripts"
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```
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1. Type the following command into PowerShell:
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```powershell
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.\Cortex.Innovation.Install.Gateway.ps1
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```
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1. Please read the End User Licence Agreement which can be found [here][Eula]. Once you agree to the terms, add the flag `-AcceptEULA` to the command entered above, e.g:
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```powershell
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.\<CortexInstallScriptName>.ps1 -AcceptEULA
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```
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1. Run the PowerShell command to install {{% ctx %}} Gateway.
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1. Check that there have been no errors in the script; these would appear in red in the console.
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If there are any errors, then please follow any instructions given within them to rectify the situation, and retry the upgrade.
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If the errors do not give any instructions on how to rectify, please contact [{{% ctx %}} Service Portal][CORTEX Service Portal] for further assistance.
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1. Once the PowerShell script execution has completed, a prompt will appear to restart the machine. You can choose to restart now (`N`) or later (`L`).
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{{< alert type="note" title="Note" >}} It is recommended to choose to restart later after the final step of this section has completed to ensure that no issues occur.{{< /alert >}}
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1. In a browser, navigate to the {{% ctx %}} Gateway website, available at `<protocol>://<host>:<port>/<webapplicationname>`, e.g. `https://localhost/gateway` and wait for the login page to load. This may take a few minutes.
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[Eula]: {{< url path="Cortex.Website.Eula.MainDoc" >}}
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[CORTEX Service Portal]: {{< url path="Cortex.ServicePortal.MainDoc" >}}
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If using the {{% ctx %}} Configuration Portal, it will need to be upgraded.
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For further assistance, please raise a case in the [{{% ctx %}} Service Portal][].
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[{{% ctx %}} Service Portal]: {{< url path="Cortex.ServicePortal.MainDoc" >}}

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