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