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Application upgrade checklist

Pre-Upgrade Preparation

Assess the current application version and its compatibility with the new version.

Review release notes and documentation of the new version.

Identify and communicate with stakeholders about the upgrade plan.

Backup current application data and configurations.

Prepare a rollback plan in case the upgrade fails.

Here are some additional steps you could include in the Pre-Upgrade Preparation section

Review system requirements for the new application version

Conduct a risk assessment to identify potential issues during the upgrade

Evaluate and update any third-party integrations or dependencies

Perform a gap analysis to identify any features or functionalities that may change or be deprecated in the new version

Create a testing strategy that outlines the types of tests to be conducted post-upgrade

Set up a dedicated upgrade environment for testing the new version

Ensure that all team members are trained on new features and changes in the application

Gather feedback from end users regarding any known issues or desired enhancements prior to the upgrade

Schedule the upgrade during a low-usage period to minimize impact on users

Verify that hardware and software meet the new version's requirements

Document any customizations or configurations that need to be reapplied post-upgrade

Confirm that all necessary licenses and subscriptions for the new version are in place

Environment Setup

Ensure the upgrade environment is ready (development, testing, production).

Verify hardware and software requirements for the new application version.

Set up a version control system for tracking changes.

Prepare necessary licenses or subscriptions for the new version.

Here are some additional steps that could be included in the Environment Setup section of the New Application upgrade checklist

Configure network settings and firewall rules to support the new application

Install necessary dependencies and libraries required by the new application version

Set up database instances or schemas as needed for the upgrade

Create backup snapshots of existing environments to ensure data safety

Establish monitoring tools and logging configurations to track application performance post-upgrade

Define user roles and access permissions in the new environment

Test compatibility with third-party integrations and APIs

Document the environment setup process for future reference and audits

Prepare rollback procedures in case the upgrade encounters issues

Ensure that all team members have access to the upgrade environment and relevant documentation

Testing and Validation

Create a testing plan that includes functional, regression, and performance testing.

Test the upgrade process in a staging environment.

Validate that all existing features work as expected after the upgrade.

Conduct user acceptance testing (UAT) with key stakeholders.

Here are some additional steps that could be included in the Testing and Validation section of your New Application upgrade checklist

Review and update test cases to align with the new application version

Perform integration testing with dependent systems and services

Verify data integrity and migration accuracy post-upgrade

Conduct security testing to identify any vulnerabilities introduced during the upgrade

Execute load testing to assess system performance under expected user load

Monitor application logs for errors or warnings during testing phases

Ensure that all third-party integrations function correctly after the upgrade

Validate configuration settings and customizations in the new environment

Document any defects or issues found during testing and track their resolution

Obtain final sign-off from stakeholders on the testing outcomes before proceeding to production

Deployment Planning

Schedule the upgrade during a maintenance window to minimize disruption.

Communicate the upgrade schedule to all users and stakeholders.

Prepare user documentation and training materials for the new version.

Ensure support staff are informed and ready to assist post-upgrade.

Post-Upgrade Activities

Monitor the application for any issues after the upgrade.

Verify data integrity and functionality of the application.

Gather feedback from users regarding the new version.

Update documentation to reflect changes in the application.

Conduct a post-mortem review to identify lessons learned for future upgrades.

Here are some additional steps that can be included in the Post-Upgrade Activities section

Perform a rollback plan check to ensure the ability to revert if necessary

Update training materials and conduct training sessions for users on new features

Review system performance metrics to evaluate the impact of the upgrade

Ensure all integrations with third-party systems are functioning as expected

Confirm that all scheduled jobs and automated processes are running smoothly

Check security settings and permissions to ensure compliance with policies

Communicate with stakeholders regarding the success of the upgrade and any issues encountered

Schedule follow-up support sessions to address ongoing user questions or issues

Archive old logs and data relevant to the previous version for future reference

Verify that backups are up to date and that recovery procedures are tested

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