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How to Prepare for a Ideagen Quality Management Upgrade
Who is this article for?Ideagen Quality Management Admins and IT Personnel planning an upgrade to Ideagen Quality Management 7 web.
IT knowledge accessrequired.
The Ideagen Quality Management upgrade is performed by upgrading a variety of different components depending on how to interact with Ideagen Quality Management and what features you have chosen to implement.
This article outlines the key preparation you will need to perform in advance of an upgrade. To make this easier to follow, the preparations have been split into the roles responsible for each area:
1. IT Personnel
As a member of the IT team you are responsible for performing the Ideagen Quality Management upgrade on your environment. Therefore, before you begin please ensure that you have:
- Referred to the new pre-requisites required for Ideagen Quality Management 7.1 found in the Installation Guide.
- A valid Ideagen Quality Management username and password for every database you are upgrading. These credentials will be needed to test the upgrade has been successful.
- Reviewed the full upgrade steps before proceeding.
- Reviewed the Technical Considerations for Upgrading to Ideagen Quality Management 7.
- Review the steps required to deploy the client.
- Performed a full backup of all Ideagen Quality Management databases that are to be upgraded. Please see How to Backup the Ideagen Quality Management Database for further details.
- Taken a backup of the existing xml files and Ideagen Quality Management.lic file within the ‘Ideagen Quality Management Server’ installation folder (this is normally C:\Program Files\Gael Ltd\Q-Pulse Server but may vary depending on your specific installation).
- Confirmed what additional Ideagen Quality Management components need upgraded (if any) before you begin. Please see the What Needs to be Upgraded section for further details.
- Full system administrative rights to the server(s).
- Co-ordinated enough downtime with your Ideagen Quality Management team and all users are logged out of the system. You can enforce this remotely using the Administration module’s ‘Log Out Session’ feature.
- Launch the QPulseMessageDispatchControlPanel.exe and take a note of all email configuration settings (including SMTP server names, credentials and email addresses).
2. Ideagen Quality Management Administrator
As the Ideagen Quality Management administrator you are responsible for confirming that all functionality is working before going live with the update. Therefore, please ensure that you have:
- Reviewed the release information and have understood the new functionality that this upgrade includes. You can find details of this available in the Getting Started pages.
- Performed user acceptance testing on a separate staging environment (if possible).
- Made yourself familiar with any security changes included in this upgrade and have reviewed your Ideagen Quality Management security configuration accordingly.
- Communicated the upgrade to end users and they are aware of what to expect when they next log in to Ideagen Quality Management.
3. What Needs to be Upgraded?
In addition to the Ideagen Quality Management client, server and database you may have additional components to upgrade.
Want to learn more about the functionality of Ideagen Quality Management? Visit Ideagen Quality Management 7 Functional Overview for more details.
The table below outlines the additional components that are available while providing steps on how to check whether an upgrade is necessary.
|
Component |
How to Check If Required |
|---|---|
|
Ideagen Quality Management Web Interface |
On your application or web server, launch Programs and Features and check if Ideagen Quality Management Web is installed. |
|
Audit Log Viewer |
Log in to Ideagen Quality Management and go to the Administration module. If Audit Log has been purchased it will be listed in the Licence Information section. |
|
API Web Services |
On your application or web server, launch Programs and Features and check if Ideagen Quality Management 5 Web Services is installed. NB This will be needed if you intend to use the Docs for iPad or Reporting for iPad. |
|
Offline Audit Server |
On your application or web server, launch Programs and Features and check if Ideagen Quality Management 5 Offline Audit Server is installed. Note: This will be needed if you intend to use the Audit for iPad or the Offline Audit for Windows. |
|
Offline Audit Windows client |
If purchased, the Offline Audit Windows client will be installed on laptops belonging to your Audit team. If you are unsure if you have purchased this feature, please contact Ideagen Quality Management Support. |
|
Document Retrieval Service (DRS) |
On your application or web server, launch Programs and Features and check if Ideagen Quality Management Document Retrieval Service is installed. Note: This feature is free. If you are not using DRS already you can install it for the first time by following the steps outlined in the DRS Installation Manual. |
|
Microsoft Office Plugin |
If you use the Microsoft Office Plugin in your organisation, all those responsible for managing documents will need to upgrade their Plugin on their client machine. |
What Next?
With the minimum requirements in place you are now ready to begin the upgrade. Please see How to Upgrade the Minium Software Requirements for the next steps or How to Perform a Ideagen Quality Management 7 Upgrade to review the whole process.