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  1. Use the XML import methods, detail for the import tool and file formats provided here: Data Migration Utility.  Below is a quick list of items that may give an outline of processes to be completed during the migration:

    • Collect Support Phone Numbers
      Finance:
      Development:
      Operations:
      Legacy System:

    • Decommissioning
      Provisioning services
      Email notification servers
      Legacy Billing

    • Import Process
      Update/verify time-sensitive views, views with date calculations
      Backup previous XML import folders
      Backup EngageIP Prod Database config
      Backup existing current staging database(s)
      Import/Stage legacy data to intermediate database(s)
      Verify staged data is complete (transactions from most recent dates included)
      Copy any staged/static XML to import folder
      Restore prod database to dev environment to prep for import
      Turn off DAL Logging
      Import base data as required
      Verify base data
      Complete XML imports
      Complete each stage of import, backup and verify as you go
      Generate equipment import CSV
      Verify Inventory Locations/Bins
      Import Equipment
      Run Post-Import Scripts if needed
      Restore DAL Logging
      Backup and push database to production
      Perform exception reporting and deliver to CSRs for manual correctionPost-Deployment Tasks
      Notify management/stakeholders
      Enable provisioning services
      Confirmation Email for Go-Live to end users
      Notify customers of changes/portal location/other relevant info

  2. Do a preliminary accuracy check to ensure customers have been entered into EngageIP Billing:

    • Can you look them up?

    • Can you view their packages and services?

    • Are next bill dates correct?

    • Are base fees correct?

    • Is the status listed correctly?

    • Are their contacts filled out?

    • Do you see a full list of transactions?

  3. If the above step is successful, proceed to validating reports for number of users in the system etc:

    • Do the reports accurately reflect the number of users imported?

    • Are the balance totals correct, both at the customer level and on reports?

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