8 Pre-Upgrade Checklist

(Optional) Print this page to help plan and prepare for upgrading.

For complete details, see Planning and Considerations.

Pre-Upgrade Checklist:

• Verify Supported Technology and Devices

• Verify Security Policy Compatibility

• Verify adequate disk space exists on the workstations

• Verify all checks have been closed and replayed

• Launch to test environment

• Prepare for and schedule downtime

• Check the network constraints on the day of the install

• Verify latest Microsoft Windows and SQL Express updates are installed

• Verify the CAL Package deployment schedule expiration date

• Verify access to your Enterprise Management Console (EMC)

• Verify Employee Privilege to download and install updates

• Write down your Simphony server name

• Write down your Check and Posting Service (CAPS) client name

• Test normal operations