Preparation Guidelines for Administrators
Administrators must follow these guidelines to prepare for a smooth upgrade to the latest ProcessMaker Platform release.
Administrators must ensure the following in their current ProcessMaker Platform instances prior to upgrading to the latest release:
Test That Data Connectors Authenticate Properly with Their Data Sources
Test that Data Connectors authenticate properly with their data sources.
Test Integrations With Third-Party Applications and Services
Test integrations with third-party applications and services, including but not limited to internal data stores or DocuSign. Ensure that they function as expected.
Test Email Servers
Use the Testing Email Server function to verify that all configured email servers deliver test emails.
Test Script Executors
Test all Script Executors. Following these guidelines:
Ensure each Script Executor can run a "Hello World" sample Script.
Test a more complex Script on each Script Executor, including custom Script Executors.
Test That Users Can Log On to ProcessMaker Via SAML
Test that users can log on their ProcessMaker Platform instance properly using SAML. Verify that all parameters are current. Ensure to save customizations if needed.
Verify That Dashboards are Configured Properly for All User Accounts and Groups
Verify that dashboards are properly designed and configured for all user accounts and groups that use them. Follow these guidelines:
Ensure that each dashboard is configured with a Display-type Screen.
Verify that the Screen for each dashboard displays data as designed.
Test all external websites in which a Processmaker URL is embedded.
Verify That Collections and Their Permissions Are Configured Correctly
Verify that Collections and their user permissions are configured correctly. Follow these guidelines:
Verify that each Collection is configured with the appropriate create, edit, and view Screens.
Verify that users who have access to each Collection is configured with the appropriate permissions to use that Collection.
Verify That Customized UIs and CSS Render Properly
Verify that customized UIs and CSS configured in ProcessMaker Platform render properly. Ensure that custom logos, colors, and fonts render as expected.
Verify ProcessMaker Platform Functions With Custom Security Headers
If your ProcessMaker Platform instance is embedded, ensure that custom security headers allow it to render and be used properly.
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