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Pentaho Documentation

Create Upgrade Plan

Overview

Helps you create an upgrade plan and lists best practices.

Planning is essential for a successful upgrade experience. As you prepare, consider these issues and best practices.

Before You Upgrade

Before you upgrade your system to this version of the software, consider these questions.

  • Does this version of the software contain new features or bug fixes that your organization needs?
  • Is your current system near or at End of Life?

Identify Resources and Choose Timeframe

Resources and timeframes are key components in an upgrade plan.

  • Does your environment meet the requirements in the Supported Components matrix?
  • Who should be involved in the upgrade process? Consider including stakeholders and testers.
  • What time of day will you perform the upgrade?  How will this affect users?

Prepare Users and Document Decisions

Consider how you will communicate with users and document upgrade decisions. 

  • How will you handle customer feedback about the upgrade process?
  • How will you communicate with internal and external customers and how much advanced notice is needed?
  • How will you train users? Tutorials and documentation are available in Pentaho Documentation.  Pentaho also offers professionally-led training classes.
  • How will you document upgrade decisions?
  • Who will have access to your upgrade plan and where will it be located.

Apply Upgrade Best Practices

Observe these best practices as you perform the upgrade process.

  • Get the latest version of this document from the Pentaho Documentation site.
  • Perform a trial run of the upgrade procedures on a test server that has an identical copy of your production server.
  • Once you have verified the process, perform the procedure on your production server.
  • Schedule the production upgrade during a planned downtime to avoid interrupting users.