All upgrades should start by creating backups of the system as it runs. This means:
Backup database roles (authorizations)
Backup database content (structure and data)
Backup software and settings files
The database content and roles backups can be created through the setup.pl web interface. The database content backup can also be created using the ledgersmb-admin administration command line tool.
A backup of the software itself is only relevant when using a source installation. When using the (recommended) Docker installation, this step can be skipped; it is important to record which image version the container is based on. For source installs the backup can simply be performed by recursively copying the containing directory: cp -Rp /srv/ledgersmb /srv/ledgersmb.bak