Manual backup – pre-test upgrade

Complete backup of Sage CRM database

Complete backup of Sage CRM program files

Complete backup of Sage CRM registry key

Generate test environment

Source trial license key for current version (with EM)

Source trial license key for upgrade version (with EM)

Install dependent third party software on test environment

Install current Sage CRM version using trial license key

Restore manual backup database to test environment

Delete vSentinal out of the views in the restored Sage CRM database

Restore Sage program files to test environment

Confirm Windows NT security has been correctly set

Restart IIS

Complete base line testing (UAT test)

Script customizations using component manager and Zip

Test upgrade

Complete install shield upgrade to current version

Upgrade to latest service pack of Sage CRM

Upgrade logs

Review upgrade logs for errors

Investigate each error and document resolution or outcome

Complete resolutions for each error

Function testing

Complete generic functionality testing

Complete additional functionality testing

Document and resolve any functional irregularities

Client customization testing

Complete visual scan of screen customizations

Complete custom functionality testing

Document and resolve any custom irregularities

Data integrity testing

Complete random sampling of 20 company records

Client completes data integrity testing

Document and resolve any data irregularities

Freeze live system

Estimate downtime for production system and document risks to client

Obtain client sign off to move forward with live upgrade

Lock users out of the Sage CRM system as server is taken offline

Live manual backup – pre live upgrade

Complete backup of Sage CRM database

Complete backup of Sage CRM program files

Complete backup of Sage CRM registry key

Live upgrade

Complete install shield upgrade to current version

Upgrade to latest service pack of Sage CRM

Upgrade logs

Review upgrade logs for errors

Investigate each error and document resolution or outcome

Complete resolutions for each error

Live manual backup – post live upgrade

Complete backup of Sage CRM database

Complete backup of Sage CRM program files

Complete backup of Sage CRM registry key

Function testing

Complete generic functionality testing

Complete additional functionality testing

Document and resolve any functional irregularities

Client customization testing

Complete visual scan of screen customizations

Complete custom functionality testing

Document and resolve any custom irregularities

Data integrity testing

Complete random sampling of 20 company records

Client completes data integrity testing