Contents
Purpose
Upgrade from v5.7 or lower
Upgrade from v6.x or higher
Purpose
SedonaOffice upgrades are free to customers on an active maintenance plan. During a new customer implementation, or an add-on module implementation, it may be necessary to upgrade the customer to the latest version of SedonaOffice.
This document walks through the upgrade process for two different types of upgrades:
- Customers upgrading from v5.7 to v6.x
- Customers upgrading from v6.x
Upgrade from V5.7
Customers who are upgrading from V5.7 (or below) to V6.x must work with the Support team to complete their upgrade.
The newer version incorporates major changes and scenarios that need to be vetted before the upgrade being completed. Support will review these items with the customer, and provide the information the customer needs to gather and schedule the upgrade.
To schedule an upgrade with support:
- Create a case for the customer
- Provide customer contact information
- Change case owner to Support L1 SedonaOffice
- Schedule a call with the customer and Support resources providing upgrade services
- Reference case number
- Agenda
- PM - Introduction of resources on call
- PM - Purpose of the call: discuss SedonaOffice upgrade to v6.x
- Support Resource – discovery
- Support Resource – scheduling of upgrade
- Q&A
- Add 5.7 Upgrade task to the project tasks
- Include the case number in the description
- Include notes from the meeting in Chatter
- Update task start/end dates with dates agreed upon in the meeting
- Follow up on task dates to confirm upgrade was successful
- Close Upgrade task
- Continue with the remaining tasks of the project
Upgrade from V6.x
Upgrading from current version 6.x can be done in conjunction with other installation tasks. The customer will be down for approximately 30 minutes during the upgrade time.
To schedule a technician to upgrade SedonaOffice:
- Add a new task to the project or update an existing installation task to include SedonaOffice Upgrade
- Estimated time for SedonaOffice Upgrade only: 30 minutes
- Update Chatter notes to include the upgrade to SedonaOffice's current version
- Do not change the task status to ‘Scheduled’ until the customer confirms the time
- The customer confirms install time
- Update install task status to ‘Scheduled’
- Update task description to include install time in the technician's time zone
- Create an Outlook appointment in the Bold Project Management calendar for the technician and the customer
- Included details of what will be installed
- If the customer does not confirm the time before the scheduled date, reschedule the task for the technician and inform the customer of the new date/time
- Technician completes installation
- The technician will enter a timecard on the task, add notes on completion in Chatter and mark the task complete
