Every IT leader's goal is the same - provide the most functional, flexible IT infrastructure possible as the lowest price. Unfortunately, all technology has a shelf life. Innovation advances at a rapid pace. Advancing from the present to the future requires the continual utilization of the upgrade process. Upgrades are executed on all types of technologies.

BestHardware & Software Upgrade Explanations


Software upgrade is a multistage process that requires procedures to be performed in a specific order minimizing any downtime. An appropriate plan for upgrade should be established so as to identify all requirements for each stage. Before the upgrade, you should become familiar with any prerequisites and all tasks.

Software Upgrade Process

  1. Plan the Upgrade:  This will help you know the expectation at each stage of the process. You can do this by reviewing the upgrade documentation for information about the anticipated behavior, versions compatibility, and requirements for preparing the production environment. During upgrade planning, necessary information such as inputs and expected outputs for each phase are gathered and technical specifications of new software are analyzed. The team to perform the upgrade, the budget, resources and time for the upgrade process are determined in this stage.

  2. Access:  Application in the Source Environment- It involves auditing of applications to determine the software to upgrade. The auditing of the existing environment includes performing a site survey where current production environment is accessed to identify areas which require attention during an upgrade. The software used in the environment is also assessed where operating systems, web servers and databases are examined to determine the version upgrade version required.

  3. Back Up Everything:  Copy the system files to a secondary location and keep it in a safe and secure place for data recovery after software upgrade. You should protect the directory from an inappropriate and unauthorized access.

  4. Run a Trial Upgrade:  A trial upgrade will reveal whether the upgrade plan will work or adjustments need to be done. The trial upgrade enables the authorized team to become familiar with the upgrade tools and the process itself so they can predict what to happen after performing the actual process. Following a software upgrade, the application software works in a new environment with little intervention thereby, by running a trial upgrade, they are able to validate the chosen application to check if the expected outcomes are produced.

  5. Upgrade a Staging Site:  After completion of technical aspects of the software upgrade and resolving any emerging issue, the copy of the live site is upgraded to a testing environment. At this stage, the testing/staging site should only be accessible by the permitted users, therefore, email processes should be switched off to avoid messaging users during testing.

  6. Perform Testing:  Conduct functional, non –functional, quality assurance, data integrity, security, performance, and design testing to capture and track errors if any. Identified issues should be allocated to a specialist to resolve them. Although upgraded system software might be functional, it may not satisfy all business requirements it was implemented to achieve.

  7. Configure the System:  With the deployed and tested the upgraded site, the system administrator is expected to ensure that the newly introduced functionalities are configured correctly. He/she may adjust or update some features and settings to match the business operations and accommodate the users.

  8. Prepare Documentation:  User manuals and technical documentation describing deployment requirements are crucial for the success of upgrades. The documentation provides an overview of system software and helps shareholders understand the underlying technology.

  9. Provide Training:  The Company should train the right people who interact with the system on daily basis. Training resources and documents should be available for user reference to ensure consistency in system usage.

  10. Go Live:  As the new system is put into operation, ensure the old system’s information is still available and run the two concurrently for a short period to ensure the new system is operating correctly.

  11. Track Efficiency and Perform an Upgrade Review:  Establish the measures of the new system to check whether the implementation has been successful by comparing the systems production capability. Also, review the upgrade project afterthought to determine where improvements can be made during the next upgrade.

Other Info About Upgrades

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