Migration Guide : Planning the Upgrade : The Upgrade Plan : 6. Plan Creation
 
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6. Plan Creation
All required activities previously mentioned should be estimated and entered into a project plan in which you can identify milestone dates.
The process and considerations involved when upgrading are the subject of the rest of this guide. When creating a plan, you should include those elements relevant to the particular environment, if not in detail, at least as bullet-point tasks.
You may want to include the following headline stages and activities in your plan:
Initiation
Document current environments, applications, and software versions.
Capture business requirements and expectations.
Identify key personnel and roles.
Define the upgrade approach.
Define the testing strategy.
Define the rollout/backout approach.
Produce a first draft of your Upgrade Plan. (Like any plan, this will require continual refinement as the project progresses and you gain more understanding.)
Development and Test Environment Upgrading
Back up the environment.
Install OpenROAD 6.2.
Rebuild the applications.
Resolve any incompatibility issues encountered.
System Testing
Produce the system test plan.
Execute the system test.
Resolve any issues encountered.
Obtain sign-off.
User Acceptance Testing
Produce a user acceptance test plan.
Execute the user acceptance test.
Resolve any issues encountered.
Obtain sign-off.
Rollout to Live
Back up the environment.
Install OpenROAD 6.2.
Rebuild the applications.
Verify and test the upgraded applications.
Make the decision to go live or back out.
Project Closure