Essential Steps for a Seamless OpenText Exstream Upgrade

An upgraded version of the software provides significant benefits such as increased automation which reduces errors caused by manual intervention; improved data accuracy through enhanced integration with other systems like CRM or ERP solutions; faster turnaround times due to streamlined workflows resulting in quicker delivery cycles thus improving overall productivity levels within departments responsible for creating these documents.

Achieving a successful upgrade of OpenText Exstream involves careful planning, thorough testing, effective communication, and a structured implementation process. Here’s a step-by-step guide to help you ensure a smooth upgrade:

1. Define Objectives and Scope:

Clearly define the objectives of the upgrade and the scope of the project. Identify specific goals, such as improving performance, gaining access to new features, or ensuring compatibility with the latest technologies.

2. Conduct a Comprehensive Assessment:

Evaluate your current OpenText Exstream environment. Identify the version you are currently using, review existing customizations and integrations, and assess the hardware and software infrastructure.

3. Review Release Notes and Documentation:

Thoroughly review the release notes and documentation provided by OpenText for the new version. Understand the new features, enhancements, and any changes that may impact your existing implementation.

4. Backup Data and Environment:

Perform a complete backup of your current OpenText Exstream environment, including databases, configurations, and customizations. This ensures that you have a reliable fallback in case of any issues during the upgrade.

5. Data Migration Strategy:

Develop a detailed data migration strategy. Plan for the transfer of data from the current version to the upgraded version, ensuring that data integrity is maintained throughout the process.

6. Customization and Integration Check:

Assess how any existing customizations, extensions, or integrations will be affected by the upgrade. Plan for updating or adapting these components to work seamlessly with the new version.

Bentech can help you upgrade your OpenText Exstream, StreamServe, Document Presentment, Extended ECM for Content Suite, Content Server, Archive Server, and many more OpenText products.

7. Create a Testing Plan:

Develop a comprehensive testing plan covering all OpenText Exstream environment aspects. This should include functional testing, performance testing, security testing, and user acceptance testing.

8. Testing in a Non-Production Environment:

Perform testing in a non-production environment that mirrors your production setup. This allows you to identify and address any issues before the upgrade is applied to the live environment.

9. User Training:

Provide training to end-users and relevant staff members on the new features and changes introduced in the upgraded version. Ensure that they are comfortable with the updated interface and functionalities.

10. Communication Plan:

Develop a communication plan to keep all stakeholders informed about the upgrade. This includes internal teams, end-users, and any external parties that may be impacted. Clearly communicate the timeline, benefits, and changes associated with the upgrade.

11. Rollout Plan:

Develop a detailed rollout plan that includes a step-by-step approach for applying the upgrade to the production environment. Consider scheduling the upgrade during a period of low business impact to minimize disruptions.

12. Monitoring and Support:

Implement monitoring tools to track the performance of the upgraded system in real-time. Be prepared to provide support and address any issues that may arise post-upgrade promptly.

13. Documentation Update:

Update all relevant documentation, including user manuals, procedures, and guidelines, to reflect the changes introduced in the upgraded version.

14. Performance Optimization:

Fine-tune and optimize the performance of the upgraded OpenText Exstream environment based on monitoring results. Address any bottlenecks or issues that may affect system performance.

15. Post-Implementation Review:

Conduct a post-implementation review to assess the success of the upgrade. Gather feedback from end-users and stakeholders to identify areas of improvement and lessons learned for future upgrades.

By following these steps, you can increase the likelihood of a successful OpenText Exstream upgrade. Keep in mind that careful planning, thorough testing, and effective communication are critical elements of a smooth transition to the new version.

Accelerate upgrades & reduce risk by partnering with Bentech experts. Customers Who are with Bentech’s OpenText Professional Services-led upgrades or other implementation projects reported a 75% reduction in inquiries to customer support.

Let our experts work with your in-house teams to assess your current environment and prepare recommendations for a successful upgrade, whether on-premises, in the cloud, or in a hybrid environment. To learn more about OpenText Exstream, check out our Services page, or Contact us directly.