Managing a Successful Upgrade Jonathan Field. Or The Ten Upgrade Commandments.
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Transcript of Managing a Successful Upgrade Jonathan Field. Or The Ten Upgrade Commandments.
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Managing a Successful Managing a Successful UpgradeUpgrade
Jonathan Field
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OrOr
“The Ten Upgrade “The Ten Upgrade Commandments”Commandments”
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OrOr
“Sermon on the “Sermon on the Boat”Boat”
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Why are you upgrading?Why are you upgrading?
Software Fix New Functionality Support for old
version is going
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Unicorn VersionsUnicorn Versions
(98.x) 99.4 2000 2001 (2002) 2003
Fairly up to date!
Current Very Current! BETA Tester
Fantasy!!History!
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Project PlanningProject Planning
Part of an overall SIRSI project (e.g.
migration, WebCat etc.) Customer Project
– Key action points– Who is actioned?
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TimingTiming How frequently do
you want to upgrade?– bi-annually– annually
– never if I can help it! Convenience for all
– are SIRSI available?– down-time
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ResponsibilitiesResponsibilities Who do you need?
– SIRSI?– Library staff?– IT staff?– End-users?– Contractors?
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ResponsibilitiesResponsibilities Who’s managing it? Who’s organising
backups (and restores)?
Who’s doing the upgrade?
Who’s roling out new software?
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ResponsibilitiesResponsibilities Who’s copying the live
to the test server? Who’s training/being
trained? Who’s getting the
documentation? Who’s getting the
software?
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DocumentationDocumentation User Group letter (upgrade
notification)
Release Notes (for each version)
FAQs Multimedia
Tour/Seminars Known issues www.sirsi.com (you have got
your password haven’t you?)
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TrainingTraining
Pre-upgrade training Post-upgrade training Staff/end-user
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BackupsBackups
5 things to check
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BackupsBackups
Who’s doing the backup
Who’s doing the restore!
Verified? Completed with
services down?
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The Upgrade ProcessThe Upgrade Process Software Delivery
Service SIRSI vs DIY NT Upgrades Custom
reports/utilities
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The Upgrade ProcessThe Upgrade Process SIRSI vs DIY
– SIRSI• need a consultant• need to book a time
– DIY• ensure someone will be around• think about getting the software• think about getting advice
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The Upgrade ProcessThe Upgrade Process NT Upgrades
– Read the instructions completely prior to the upgrade
– Do not upgrade OS to Windows 2000– Services (including InetPub in
manual– re-boot server– Do NOT stop the upgrade– 5100 available in firewall?– Do NOT upgrade if you have been
having hardware problems– Disable any Anti-Virus
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The Upgrade ProcessThe Upgrade Process Custom
Reports/Utilities– Test on test server first if
possible– Run it prior to the upgrade– Let SIRSI know beforehand if it
is critical to your operations
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Post Upgrade ProcessPost Upgrade Process Who do you contact?
– Upgrade Consultant?– Helpdesk
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Test ServersTest Servers Why do you want
one?– Test custom work– BETA test– Training
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ConclusionConclusion No upgrade is ever
trouble-free (well - almost never!)
Can range from:- Few Problems
Disaster!
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Questions?Questions?
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Managing a Successful Managing a Successful UpgradeUpgrade
Jonathan Field