1. No, that's not necessary in this case.
2. No need to use the ticket first, in this case.
3. Sorry, but that does not apply in this case.
The ticket can be upgraded before use, and/or can be upgraded even on a day (or more) after the last ticket asset was used (within 14 days following its first use.)
These kind of details are related to where, when, and from whom the ticket was purchased.
That's why I was so specific about asking… so I could get the correct info provided for the specific kind of ticket.