The key steps to perform an upgrade of ActiveDiscover are summarised below:
| Step | Activity | Other Information |
|---|---|---|
| 01 | Provision of ActiveDiscover Software + Software Links | To request the latest version of ActiveDiscover, please email your Basis Technologies’ Customer Success Manager, or assigned Delivery consultant. |
| 02 | Delivery of License Key by Basis Technologies | Once you have received the software, you will also need a License Key. You can request this via the Basis Technologies Support Team, by providing the following information in a support ticket raised via the Support Portal : 1) Customer name 2) Central System ID 3) Central Installation Number. 4) ActiveDiscover version. |
| 03 | Review of current ActiveDiscover roles usage – and impacts of new ActiveDiscover version on existing roles | Refer to Roles Matrix that should have been provided to you with the new ActiveDiscover software. |
| 04 | Central System: Apply Transports | Apply Transports to your Central System in the following order: 1. Object Comparison Transport 2. ActiveDiscover Main Transport 3. ActiveDiscover Roles Transport |
| 05 | Source Systems: Apply Transports | Apply Transports to all of your connected Source System in the following order: 1. Object Comparison Transport 2. ActiveDiscover Source System Transport 3. ActiveDiscover Roles Transport |
| 06 | Target Systems: Apply Transports | Apply Transports to all of your connected Target System in the following order: 1. Object Comparison Transport 2. ActiveDiscover Target System Transport 3. ActiveDiscover Roles Transport |
| 07 | Check Webservice | Check if you can reach your ActiveDiscover Dashboard after applying all transports |
| 08 | Install new License Key | Install new License Key via ActiveDiscover Dashboard by going to Settings -> License Key |
| 09 | Reset Browser Cache | Reset or Delete your Browser Cache or use Incognito Mode for a short period after the Upgrade as some functions may change and the old UI is still cached. |
| 10 | Apply new features | Check out What’s New? for new features and configure them if needed |
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