nexus/Archived/Work/2025 ITOM Cloud Knowledge Transfer/ESM Upgrade Strategy & Plan.md

Review R&D Major Release Plan & Patch Plan

• ESM RTE: Mihaela Claudia Chis mchis@opentext.com
  • PI Planning Readout Slides
• ESM Patch Release Owner: Tanuj Raja Vunnava tvunnava@opentext.com
  • Patch Release Kick Off email
• Other requirement about upgrade strategy
  • Demo/PoC Request
  • Customer commitment etc.

Prepare Cloud Upgrade Plan

Design Tool

Plan Strategy

• US2 Dev Farm Upgrade Validation - 1~2 days prior MR release date
• Shared Service - ITOM Aviator US30 staging, EU30 production, EU32 production need to be upgraded first before other consume farm upgrade
• EU3/US7 Trial/PoC Farm Upgrade - 1~ 2 weeks after GA release date, Upgrade on Monday (working day)
• US2/US24 Opentext Internal Customer Production Farm - 1st Wave Production Farm Upgrade (Maintenance Window)
• US26 - SalesForce customer need alternative upgrade date this can be negotiated with CSM and customer
• US26/US6/AP10/CA16 External Customer Production Farm - 2nd Wave Production Farm Upgrade (Maintenance Window)
• EU8/EU18/EU28/BR14/JP12 External Customer Production Farm - 3nd Wave Production Farm Upgrade (Maintenance Window)
• If ESM farm enable Operation Platform, need to upgrade Operation Platform first before upgrade ESM farm
• Considering the 1st patch release, we can consider to adopt patch upgrade direct in the upgrade maintenance window (Need to clarify the dependencies)
• Try to avoid upgrade window before key teams public holiday. Usually some critical issues will be reported on Monday/Tuesday after version upgrade. Need people standby to support troubleshooting

Publish and Notify the ESM Cloud Upgrade Plan

• ESM Cloud Upgrade Plan Wiki Page: https://confluence.opentext.com/display/ICSD/ESM+Cloud+Ops+Change+Calendar
• ESM Cloud Ops Change Calendar: https://opentextcorporation.sharepoint.com/sites/MFI-SMAXSaaSDevOps/Lists/ESM%20Cloud%20Calendar/calendar.aspx
• Internal Communication About ESM Cloud Upgrade Plan (Sample Email)

Continuous to adjust the plan according to the changes

• Cancel/Postpone the upgrade according to critical defects

Rollback the upgrade