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Template Operations ManualData Migration ChecklistNon-functional RequirementsApplication Interface (EAI) Checklist Server Upgrade / Migration ChecklistApplication Upgrade / Migration ChecklistRelease ChecklistOutage PlanningApplication RetirementApplication Health checkArchiving RequirementsDisaster Recovery (DR) Technology SelectionBackup OLA / SLADatabase OLA / SLADBA Job DescriptionDatabase Health CheckStandby Database
Application SupportData MigrationOLA / SLA Operations Level AgreementSystem DocumentationProject ManagementQuality AssuranceCompliance and StandardsDatabase AdministrationStart-up PhaseAchieving Operational ReadinessStabilized Operations

IT Application Upgrade Checklist /
IT Application Migration Checklist

Table of Contents

Summary............................................................5
  In Scope.........................................................6
  Out of Scope ....................................................6
  Audience.........................................................7
Initiation  Should we upgrade? - If yes, when?....................8
  Why to Upgrade ? High Level Cost / Benefit Considerations........8
  When to upgrade  immediately after availability of new version 
       or just before end of support period?......................11
Feasibility Study / Detailed Impact and Requirements Analysis.....13
  Upgrade Approach: "In-Place" Upgrade or "New Installation" ?....13
  Data Impact Analysis............................................14
    Types of Data.................................................14
    Data Quality..................................................15
    Is Data Migration required?...................................15
    Impact of Data Volume even when no Data Migration is required.16
  Assess Impact caused by Customizations / Modifications..........17
    How to Carry Forward Customizations / Modifications...........17
    External Impact from other Projects: Development Freeze 
      or parallel development of new features for both versions?..20
  Version Compatibility Analysis..................................22
    Version Compatibility  Application Software Stack............22
    Version Compatibility  Interfacing Applications and 
                            Interfacing Infrastructure Software...23
  Identify and assess Changes between old 
                                  and new Application Version.....24
  Other Areas of potential Impact.................................26
Scope of this Upgrade Project.....................................29
Requirements......................................................31
  Upgrade Requirements............................................31
  Additional Requirements to be implemented.......................31
  Testing Requirements............................................32
Resources.........................................................33
  Technical Resources.............................................33
  Human Resources - Roles and Responsibilities....................34
Implementation (out of scope)
Documentation Update..............................................37
Preparing and Executing the Production Cut-Over...................38
  Outage Planning: Out of Scope - Use Document
          "Checklist and Template for Outage Planning"............38
  Define and procure additional "Post-Upgrade" Support............38
  Repeated Rehearsal Runs on full volume..........................38
Decommissioning of old version (out of scope)
        - use "Checklist for Application Retirement"..............39
Risk Assessment...................................................40
Appendices........................................................44
  Appendix A: Glossary............................................44
  Appendix B: References..........................................44