My personal preference has always been to upgrade the Root Servers manually (i.e. not with the upgrade Fixlets), but you certainly can upgrade from the Console. This gives you a lot more visibility into what is going on, and any potential issues.
Updating the Installation folders is not a necessary step, but it can be useful to have the installation binaries for the version of interest available.
Here’s a very brief high-level overview of the general steps I’d recommend:
- Backup the BigFix databases and site-level credentials
- Consider backing up the BigFix Server folder (but this can take a long time)
- Download & run the desired Installation Generator version on the Root Server
- Use the updated generator files to update:
a. the Root Server/Web reports
b. the Console on Root Server (if one is present)
c. the Client on Root Server
- Update WebUI (this can be done via Fixlet)
- Update Relays via Fixlet
- Update Clients via Fixlet
For production environments, I’d also recommend testing. Though it’s a bit dated, the following is still a useful link for general best practices regarding BigFix upgrades: