iMIS EMS Upgrade Checklist
The following is the condensed version of the steps required to upgrade to iMIS EMS. See Upgrading for the full details of each checklist item.
PHASE 1: Planning the upgrade scope
The first phase consists of the following tasks:
Determine if you would like to collaborate with ASI Client Success through one of the iMIS EMS Upgrade Packages.
Review How to upgrade to iMIS EMS to identify which upgrade path you should take.
Review the Considerations before beginning an upgrade, Desktop migration to the Staff site, and Upgrade Changes articles. Reviewing these materials will assist in identifying the upgrade scope.
Perform the pre-upgrade tasks in iMIS 2017 to ensure there are no errors in the test.
Run the upgrade scripts against the iMIS 2017 database and begin reviewing the results.
Order an iMIS EMS test site from ASI Cloud Services through support.imis.com.
PHASE 2: Testing the upgrade and reconfiguring customizations
The second phase consists of the following tasks:
Follow and complete the testing documentation using the iMIS EMS test site.
Fill out the Global Payments gateway form (AP and NA regions only) or register with the Stripe gateway.
The Stripe gateway is available in all regions upon request. Please contact your AiSP or CPIL to learn how to get started with the Stripe gateway.
Continue reviewing the results of the Upgrade Scripts. Determine which customizations need replacements and which are no longer required. The customization replacements must be tested.
Identify third-party integrations and communicate to vendors that you are upgrading. See Upgrading with a TopClass integration if using TopClass. See Cloud-safe tailoring and customizations for iMIS for customization replacement information.
Convert custom implementations to use standard iMIS, such as custom multi-year billing configurations.
If using Campaigns and Appeals in iMIS Desktop, convert the data to be compatible with iMIS EMS.
If the Staff site contains custom icons, review Updating custom system icons.
Assign someone the post-upgrade task of disabling Process Automation tasks associated with dropped stored procedures.
PHASE 3: Upgrading live to iMIS EMS
The third phase consists of the following tasks:
Schedule a live upgrade with ASI Hosting and attach the signed iMIS EMS Checklist to the hosting support ticket (support.imis.com).
Communicate the live upgrade date with all third-party integrations.
Complete the pre-upgrade checklist.
Changes made in the test site do not automatically transfer to the live site. Create a list of items that must be manually recreated after the live upgrade.
PHASE 4: Performing post-upgrade tasks
The final phase consists of the following tasks:
Set up the Global Payments gateway.
Disable Process Automation tasks associated with dropped stored procedures.
Complete the post-upgrade tasks.
Reconnect third-party integrations.
(optional) Update the account pages to use the new layout.
Update the live site with the desired changes from the test site.