Phase 3: Preparing for the live upgrade

Do the following to complete phase 3:

Complete and sign the iMIS EMS Checklist .

Notify ASI Cloud Services to say you are ready for a live upgrade and attach the iMIS EMS Checklist.

Schedule a live upgrade date with ASI Cloud Services.

Note: Contact ASI Hosting at least two weeks in advance of the desired upgrade date. It is recommended the live upgrade is scheduled on a Monday or another day earlier in the week. This ensures you have available resources if something important occurs. Additionally, schedule around any PTO, holidays, big events, or long weekends.

Communicate the live upgrade date with all third-party application vendors.

Important! It is the client or AiSP's responsibility to coordinate with the third-party integrations to ensure no connections are broken post-upgrade.

Any changes made in the test site do not automatically transfer over on a live upgrade. Create a list of to-do items that must be manually recreated or changed after the live upgrade. Items such as content records, queries, and business objects can be manually exported from test and imported into the live system.

Assign someone the task of disabling Process Automation tasks associated with dropped stored procedures. See Disabling Process Automation tasks using custom stored procedures for details.

The evening before the live upgrade date, complete the Pre-upgrade checklist items that are remaining.