Hello fellow Communities members
I wanted to share this upgrade plan template that you can use. This can be used as generic baseline for your upgrade planning/runbook.
It's in Excel format which allows you to add comments, additional steps that are for your environment only etc.
Our recommendation, if you are planning an upgrade: would be to schedule a meeting with your Account manager and Clarity Support to go over the filled plan before you proceed with the upgrade.
Hope this helps! -Nika
That is great. Thanks for sharing.One think that comes into my mind is to reword
Remove all customizations (database objects - SPs, functions, triggers). Those can be created laterRather than remove, create installation packages for those or at least document them.