Upgrade Plan Runbook Template - Best Practices for Clarity

Products

• Clarity PPM On Premise
• Clarity PPM SaaS

Issue/Introduction

As an On Premise customer, planning to upgrade Clarity. What are the best practices in order to have a successful upgrade?

Is there any sample upgrade plan - runbook or playbook that can be used? 

Environment

Release : Any

Resolution

This can be used as generic baseline for your upgrade planning/runbook.

It's in Excel format template which allows you to add comments, additional steps that are for your environment only etc.

This includes:

• Prerequisites
• Clarity Upgrade
• PMO Upgrade
• Jaspersoft upgrade
  
  

Our recommendation, if you are planning an upgrade: would be to schedule a meeting with your Account manager and Clarity Support to go over the filled plan before you proceed with the upgrade.

Additional Information

Original post on the Communities here

Important Upgrade Information:

 Change and Impact Guide for the respective version

• Upgrade Hardware/Software Compatibility for Clarity
• Clarity Supported Upgrade Path
• Upgrade, upgrade steps, supported upgrade paths in Clarity
• Upgrade best practices (pre / post upgrade) for Clarity
• Clarity Upgrade path: Best practices for old versions