Do the following to complete phase 4:
- Post-upgrade checklist
- On premise post-upgrade tasks (on-premise upgrades only)
- Export the out-of-the-box objects from the test site and import them to the live site.
- Manually update any remaining items that are using the new objects, such as panels, process automation tasks, and anything else that cannot be exported from the test site.
- Import BOs and queries to the live site.
- Delete any old queries no longer needed due to the imported replacement queries.
- Run queries in the live site to confirm they are properly working.
- Update all areas that were using an old or deleted query, such as content records or Process Automation tasks.
Set up the Global Payments (AP & NA regions) or Stripe gateway
Note: 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.
Complete the post-upgrade tasks:
Reconnect the third-party applications.
Complete the following related to ListNonImisDatabaseObjectNames - Result Set 5 :
Complete the following related to ListNonImisDatabaseObjectNames - Result Set 6:
If applicable, disable the Process Automation tasks using dropped stored procedures.
If applicable, update custom websites to use new Classic_Constellations template.
(optional) Update the contact account pages to use new iMIS EMS layout.
Work with AVAIL_CREDIT balances after upgrading.
Update the live site with any changes from the test site.