Cisco Catalyst SD-WAN Upgrade Guide

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Cisco Catalyst SD-WAN Upgrade Guide

Configure and upgrade a device using Cisco SD-WAN Manager

Updated: July 1, 2026

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Configure devices in the overlay network and upgrade them using Cisco SD-WAN Manager. This process ensures that device templates are created, attached, and updated for successful software upgrades.

This task enables you to configure and upgrade devices in the overlay network using Cisco SD-WAN Manager.

  • Ensure devices are properly managed and upgraded through centralized templates and configuration workflows.

Devices in the overlay network that are managed by Cisco SD-WAN Manager must be configured using Cisco SD-WAN Manager in order to be upgraded.

Use this task when you need to configure new devices or upgrade existing devices in your SD-WAN overlay network through template-based management.

  • This process is relevant for administrators managing device configurations and software upgrades via Cisco SD-WAN Manager.

Before you begin

Ensure you have access to Cisco SD-WAN Manager and the necessary permissions to create and manage device and feature templates.

  • Verify that the devices to be configured are added to the overlay network and are visible in Cisco SD-WAN Manager.

Follow these steps to configure and upgrade a device using Cisco SD-WAN Manager:

Procedure

  1. Create feature templates in Cisco SD-WAN Manager.

    From the Cisco SD-WAN Manager menu, choose Configuration > Templates. Click Feature Templates, and choose Add Templates.

  2. Create device templates in Cisco SD-WAN Manager.

    From the Cisco SD-WAN Manager menu, choose Configuration > Templates. Click Device Templates, and choose Create Templates.

  3. Attach device templates to individual devices.

    From the Cisco SD-WAN Manager menu, choose Configuration > Templates. Click Device Templates, and choose a template. Click …, and choose Attach Devices. You can see the added device in the list of Available Devices. Send the particular device to the Selected Devices window using the Right arrow button. Click Attach.

  4. Update the device template by entering the required parameters.

    In the Device Template window, click ... to update the device template by entering the following parameters:

    Field

    Description

    Status

    Displays the current status of the device template.

    Chassis Number

    Displays the chassis number of the device.

    System IP

    Displays the system IP address, if applicable.

    Host Name

    Displays the host name, if applicable.

    DNS Address (vpn_dns_primary)

    Enter the DNS address.

    Host Name

    Enter the host name.

    System IP

    Enter the system IP address.

    Site ID

    Enter the site ID.

  5. Click Update and then click Next.

  6. Select the device template and click Configure Devices.

  7. Review the configuration in the Config Preview window.

  8. Click Configure Devices to apply the configuration.

  9. Monitor the status of the configuration in the Task List window.

  10. Verify that the configuration is attached to the device once the device is online.

  11. Monitor the software upgrade task created by Cisco SD-WAN Manager through the ZTP server using the Task List window.

After completing these steps, the device is configured and upgraded using Cisco SD-WAN Manager. The configuration and upgrade status can be monitored in the Task List window.

What to do next

Monitor the device to ensure it remains online and the configuration is applied successfully.

  • Check the Task List window for any errors or status updates related to the upgrade.