In order to add new functionality and to fix bugs in the system, new versions of the Disclose software are continuously being released. Customers are recommended to stay within 2 major release versions of the latest Disclose software release. Upgrading once a year ensures that you stay current and that the upgrade process is easier as there will be less changes that need to be tested.
The upgrade process, at a high level, is to:
Upgrade the DEV environment to allow for dry run testing. Request a data refresh from PRD at this time, if desired.
Upgrade the UAT environment to allow for User Acceptance Testing (UAT). Request a data refresh from PRD at this time, if desired.
Upgrade the PRD environment once testing is completed.
It is very important for customers to perform some level of user acceptance testing to ensure that the upgraded version meets end users’ needs and that the system functions as intended.*
Some recommended best practices for performing UAT are:
Review the published Release Notes to understand new functionality and any changes to existing functionality
Create test scenarios to verify your core business processes
When executing the test cases, use test accounts with the real-world roles and permissions
Verify any integrations (data pulls and data pushes)
Verify configurations, master data, and any custom modules
Complete at least one end-to-end test
Ensure end users are trained on the new features and any training documentation is updated, if necessary
Customers may request that the environment be upgraded by reaching out to Support or their Project Manager/Account Manager. Please note that the environment will be down approximately 3 hours during an upgrade and users should remain logged out of the system.
* There may be customers who do not have the resources to conduct UAT. We offer a Proxy Validation Service (PVS) where we can perform UAT testing on behalf of our customers. All validation documentation will be provided. Please reach out if you would like more information on this service.