Prior to a Zoom upgrade, it is highly recommended you walk through this checklist with your internal IT team and Evolphin support representative.
Item
Description
Setup an upgrade window
Select a time window such as Friday noon to evening to schedule the upgrade with minimal disruption to the creative groups
Create a test plan
Create a customer specific test plan for testing an upgrade. This should cover the common Zoom workflows that your users are executing every day
eZ Downloader setup
If eZ Downloader server is not installed, set it up ideally on its on VM else on a shared machine such as Zoom Preview Server. Pull server & client build from Evolphin download site but not approve them for distribution
Try it on a test workstation
Before approval the eZ client build for all the end-users, try the client build on a test workstation. If setting up eZ for the first time, uninstall the old client build and run the eZ Installer on the client workstation
Backup Zoom files
Follow the upgrade guides and decide if you need to move or backup the Zoom DB folder out from installation directory. Also backup the conf/ folders for all the Zoom servers including Preview Servers.
Perform the upgrade
Either have Evolphin team or your IT perform the upgrade & restore/apply the config changes to connect with the old Zoom database
Review new Zoom features
If the upgrade has new features, please review the Zoom release notes with your team to see if you can use them in your workflow
Test plan
Execute the upgrade test plan to confirm all your current workflows with Zoom are functioning fine. A sample test plan is listed below.
Sample Test Plan
A sample upgrade test plan template that customer should create:
Module
Test Case
Test Description
Test Result
Asset Browser
Check-in revision
Edit Cream 30g.indd and verify if check-in via Asset Browser Worked
Pass
Web Client
Upload a file via web client
Upload via the drag-n-drop feature and see if Zoom server updates the version for an existing file or adds the new file
Pass
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Post-Upgrade Validation
Action
Notes
Target Role
Done
Assets Visible in Asset Browser (VAB)
Ensure server.xml was copied and DB Specs are pointing to the correct database & redo log paths
IT, User
Thumbnail & Previews show up in VAB
Ensure preview-server.xml was copied correctly
IT, User
Server Java GC & RAM settings
Ensure wrapper & preview wrapper conf files have the correct Java GC settings from previous install
IT
metadata schema shows up in VAB
Previous schema XML file is copied to the new installation
IT
Hot Folder settings on workstations
Previous hot folder settings are still visible in Z->Settings
IT
Hot Folder works with custom scripts
Ensure hot folder ingest propagates any metadata from the workstation to the Zoom server
IT
Check-in/checkout in VAB
Ensure all the key functions such as Check-in/Check-out are working as expected
User
LDAP/AD Settings
Zoom server.xml has the correct LDAP specs and ensure authentication with AD/LDAP works as expected
IT
Backups are functioning
Any backups that may have been turned off are turned back on
IT
Upgrade test plan executed
Run through the test cases you documented in your upgrade test plan