Preparation Guidelines for ProcessMaker Platform Upgrades

Follow these guides in preparation for each ProcessMaker Platform upgrade for a smooth upgrading experience.

Overview

This document describes for ProcessMaker customers preparation guidelines to upgrade to the latest version of ProcessMaker Platform. ProcessMaker wants to ensure you have a smooth upgrade experience.

Our release strategy is to provide our customers with greater value while maintaining platform stability and performance. ProcessMaker Platform has the following release strategy:

• Seasonal quarterly releases: To provide greater business value, ProcessMaker releases quarterly, named after seasons of that year, that deliver high-value new features and improvements to existing functionality.

• Stability and performance releases: Between each seasonal quarterly release, ProcessMaker releases smaller updates that provide greater stability, performance, and bug fixes.

Who Should Use This Document?

This document has recommendations for ProcessMaker Platform customers in any of the following capacities:

• Professional Services is actively working on a project: If Professional Services is actively working on a project for you, your Customer Success Manager will contact you to schedule a review shortly after you receive notification outlining the upgrade schedule to that release. ProcessMaker will test and verify that your in-progress project is ready to upgrade.

• Professional Services is not actively working on a project: If Professional Services is not actively working on a project for you, please plan to test your Development instance and business solutions as soon as your instance is prepared. You will have approximately 30 calendar days to test. The release schedule outlines the dates for Development and Production upgrades.

  In doing so, follow these preparation guidelines based on your role in your organization. You might perform both of these roles:

  • Administrators: Users who administer their ProcessMaker Platform instance, including settings for their instance, Script Executors, and custom security headers. See Preparation Guidelines for Administrators.

  • Process Designers: Users who build Processes, assets for those Processes, and configured integrations with third-party applications and/or services. See Preparation Guidelines for Process Designers.

When Should I Implement This Document's Guidelines?

Both Process Designer and Administrator recommendations must be complete prior to the Production upgrade of the new ProcessMaker Platform release.