Not sure if there is an official document but this is what I did when replacing PM865 with PM867:
1. Take an AFW back of current configuration. 2. Note down current controller settings. 3. In CBM replace PM865 with PM867. Replace SM811 with SM812 4. In field replace the hardware. Make sure it has right IP address. 5. Set all the values in CBM as noted in step 2. 6. Upgrade PM867/SM812 firmware if needed.