Upgrade Checklist

Prior to a Zoom upgrade, it is highly recommended you walk through this checklist with your internal IT team and Evolphin support representative.

Setup an upgrade windowSelect a time window such as Friday noon to evening to schedule the upgrade with minimal disruption to the creative groups
Create a test planCreate a customer specific test plan for testing an upgrade. This should cover the common Zoom workflows that your users are executing every day
eZ Downloader setupIf eZ Downloader server is not installed, set it up ideally on its on VM else on a shared machine such as Zoom Preview Server. Pull server & client build from Evolphin download site but not approve them for distribution
Try it on a test workstationBefore approval the eZ client build for all the end-users, try the client build on a test workstation. If setting up eZ for the first time, uninstall the old client build and run the eZ Installer on the client workstation
Backup Zoom filesFollow the upgrade guides and decide if you need to move or backup the Zoom DB folder out from installation directory. Also backup the conf/ folders for all the Zoom servers including Preview Servers.
Perform the upgradeEither have Evolphin team or your IT perform the upgrade & restore/apply the config changes to connect with the old Zoom database
Review new Zoom featuresIf the upgrade has new features, please review the Zoom release notes with your team to see if you can use them in your workflow
Test planExecute the upgrade test plan to confirm all your current workflows with Zoom are functioning fine. A sample test plan is listed below.

Sample Test Plan

A sample upgrade test plan template that customer should create:

ModuleTest CaseTest DescriptionTest Result
Asset BrowserCheck-in revisionEdit Cream 30g.indd and verify if check-in via Asset Browser WorkedPass
Web ClientUpload a file via web clientUpload via the drag-n-drop feature and see if Zoom server updates the version for an existing file or adds the new filePass

Post-Upgrade Validation

ActionNotesTarget RoleDone
Assets Visible in Asset Browser (VAB)Ensure server.xml was copied and DB Specs are pointing to the correct database & redo log pathsIT, User
Thumbnail & Previews show up in VABEnsure preview-server.xml was copied correctlyIT, User
Server Java GC & RAM settingsEnsure wrapper & preview wrapper conf files have the correct Java GC settings from previous installIT
metadata schema shows up in VABPrevious schema XML file is copied to the new installationIT
Hot Folder settings on workstationsPrevious hot folder settings are still visible in Z->SettingsIT
Hot Folder works with custom scriptsEnsure hot folder ingest propagates any metadata from the workstation to the Zoom serverIT
Check-in/checkout in VABEnsure all the key functions such as Check-in/Check-out are working as expectedUser
LDAP/AD SettingsZoom server.xml has the correct LDAP specs and ensure authentication with AD/LDAP works as expectedIT
Backups are functioningAny backups that may have been turned off are turned back onIT
Upgrade test plan executedRun through the test cases you documented in your upgrade test planIT, User

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