Over 80% of Triaster customers now have version 13.1 (or above) installed on their server, which we think is fantastic!
There have been some major changes in the software, and we know that it can be a challenge, transitioning from a test system to Live. So, we have put together a step-by-step guide to help you.
Along with your new Library comes new functionality, but how to use it? For example how do you configure the Alerts & Approvals software and what Properties do you need to use? Triaster offer a number of options to help you with this:
The morning session consist of a demonstration focusing on the Alerts and Approvals, and an overview of what has changed.
The afternoon is hands-on experience of how to configure your properties and settings files - so it's important that you bring a copy of these along with you.
We will update the Library and Properties.xml with you whilst we are on-site, so you should be ready to start using the Alerts and Approvals by the end of the two days.
Some customers choose to bespoke the agenda, or add an additional day so that a Triaster consultant can assist with migrating content and updating any links.
A Triaster Suite Technical Guide is also coming soon.
Triaster always complete a quality audit as part of the implementation; however we ask that you check that you are happy with:
In addition to this we suggest that you click through each of the tabs to familiarise yourself with the layout, and start to educate your viewers of the changes.
You will also need to migrate your content over to the new library. Some customers choose to do this alongside their training; others just simply copy over the folder content. Please remember the folder structure changed from 13.4 so you may need to copy your maps to a different folder.
Whichever route you take, we suggest that all maps are migrated to PreLive and then sent through the approvals process. This means that all maps will be approved when you go live, and you will have set a map review date.
Some customers take their upgrade as an opportunity to review all their maps or make other amends such as updating their homepage or stencil and template. If you would like any further information on how to do this please contact firstname.lastname@example.org
We would also suggest contacting Triaster so that we can clear your 'What's Changed' report. This is so that your viewers don't access information you may have set up during familarisation/testing. If you need any assistance preparing to Go Live please contact email@example.com
To Go Live you could simply inform your viewers of the new URL, or you could ask your IT Department to redirect the old URL to the new.
If you have a multiple server system, or disconnected servers please contact firstname.lastname@example.org before going live, as you may require a different go live plan. You may like to use opportunity to remind users of the benefits of their Process Library - perhaps a make a little hullabaloo about it!
What to do after going live?
If your upgraded Library is on a new server, you will now have one server running an old version of the Triaster Solution, and another running a new version. Once you are sure that the old server is no longer required we suggest we contact your IT department to switch off the auto notification emails and decommission the server.
Alternatively, you may wish to implement a test system on the old server. If this is the case please contact email@example.com who can help arrange this.
We advise that you sign up to receive notifications on Product Releases and Technical updates; this will mean you will receive an e-mail when a new version of the software is released. If you are not already registered please do so by completing an enquiry form at: www.triaster.co.uk/contact.php
You will be directed to information regarding what can be found in the software release, which should help you assess whether you would like to upgrade.
If a defect which you reported (or Triaster Support reported on your behalf) is fixed within a software release, Triaster Customer Success Team will notify you.
As you may be aware, you/ your IT department are now able to upgrade your own server software. We would always recommend that this is initially completed on a test server. We also recommend contacting firstname.lastname@example.org before scheduling a self-upgrade. This is so that:
You can upgrade Process Navigator on your desktops without notifying Triaster, unless you are currently using PN version 11.2 or older.
If you need assistance at any point please do contact us - we are here to help! email@example.com +44 (0) 870 402 1234