Do I need to disable secure communications between the server and clients before doing anything? Or is that only a task when migrating from another Symantec product? If I need to do this, do the clients automatically start communication again once the setting is changed back(before I create and deploy new clients)?
no need, since you are not changing the certificates.
Also, do I need to configure the policies before the client upgrade to turn off Liveupdate, scheduled scans or anything else? Thanks in advance
yes, it is recommended to stop the scan and disable LU before upgrade.It is there in implementation guide.