Upgrading to a New Release › Plan for an Upgrade › Construct an Upgrade Plan for Your Organization › How to Determine Your Model Upgrade Strategy

How to Determine Your Model Upgrade Strategy

To move existing models to a new release, determine your model upgrade strategy by performing the following tasks:

Follow these steps:

1. Order and install the encyclopedia and workstation software.
2. Establish a test environment for the upgrade project after you install the encyclopedia software.
3. Identify how to populate the encyclopedias. For options, see Considerations When Upgrading Your Encyclopedia.
4. Create a model inventory.
5. Identify the models to retain with the new release. For each model, record the following information:
   • Ownership
   • Contents, for example, where in the life cycle the model is, if the model is used for construction, and so on
   • Size, for example, number of objects
   • Usage, for example, is the model in development; does it represent a generated system or is it the source of objects for other models
   • Location of the model, for example, does the model returned from a Client Server Encyclopedia (CSE) to a Host Encyclopedia or to another Client-Server Encyclopedia
6. Consider development plans.

   The upgrade plan must consider development and implementation plans of models in development. When possible, schedule conversion when there is minimal implementation and construction activities to reduce disruption to development work of the team.

7. Test the upgrade strategy.

   Select a model to test the upgrade strategy.

   Test the encyclopedia population method that you are using. Estimate the timing and space requirements for the actual conversion.

8. Define a fallback or contingency plan that lists the steps that are required if severe problems develop during the upgrade.
9. Determine the sequence of model conversions and note special requirements or milestones for development projects.