Preparing For Success
You have successfully completed the planning phase and produced a comprehensive Upgrade Plan. You know what you need to do, how you're going to do it, and how long it will take.
The Preparation Stage is the critical bridge between your plan and the hands-on execution of the upgrade. This is where you set up your project for success by establishing the right technical foundations, development processes, and support channels before the first line of code is migrated.
A well-executed preparation phase minimizes friction, prevents common pitfalls, and ensures your development team can work efficiently and effectively once the upgrade work begins.
Table of Contents
Who is this guide for?
This guide is primarily for Upgrade Leads and Developers who will be performing the hands-on work. Project Managers will also find the section on turning the plan into actionable tickets essential for tracking progress.
What will you accomplish in this stage?
By the end of this stage, you will have:
- Established a robust tracking system for all changes, decisions, and customizations addressed during the upgrade.
- Assembled all the necessary software, tools, and artifacts required for the upgrade.
- Established a clear development and environment strategy that allows upgrade work to proceed without halting business-as-usual development.
- Understood the support paths and processes available to you.
- Translated your high-level upgrade plan into a backlog of tangible, ready-to-work development tasks.
The Preparation Process
The following pages provide a step-by-step guide on how to best prepare for the execution of your Quantexa Platform upgrade.
|
Page |
Description |
|---|---|
| Implementing Upgrade Tracking: What It Is and Why It Matters | Learn how to establish a robust system for tracking the upgrade process. This involves logging all issues encountered, the effort spent against tasks, and the details of customizations addressed or introduced. Maintaining these various trackers provides an essential audit trail and helps refine future upgrade estimates. |
| The essential next step. This guide covers how to locate and download all the required software versions, Quantexa release artifacts, and tools (like the Repository Tool) that you will need. | |
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Upgrading Without Stopping: Development Strategies and Environment Planning | Learn how to set up your Git branching strategy (e.g., a long-lived upgrade branch) and plan your environment usage to isolate upgrade development from ongoing business as usual (BAU) work, ensuring both can proceed in parallel. |
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Understanding Support During Upgrades: Where to Turn When Issues Arise | Before you encounter a problem, it's vital to know where to go for help. This article outlines the different support channels available, from Documentation and Community to raising a formal Quantexa support ticket. |
| The final preparation step. This guide shows you how to take the detailed "In Scope Tasks" list from your Upgrade Plan and convert it into a well-defined backlog of JIRA tickets, ready for your team to start working on. |
Quantexa Team
