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ItemOptix V1 to V2 Portal Upgrade Steps

Upgrade Phases​

1. Pre-Requisites (Before Upgrade)​

Prior to scheduling the V2 upgrade, the following prerequisite must be completed:

  1. Network Whitelisting
  • Ensure all required V2 Portal URLs and services are whitelisted within customer network and security controls.
  1. Application Upgrade
  • Upgrade all ItemOptix mobile applications to version 2.2.1 or later.
  1. SAML Configuration (If Applicable)
  • Complete SAML registration and validation with the V2 Portal before production cutover.
  1. MDM Policy Validation (If Applicable)
  • Verify Mobile Device Management (MDM) policies and configurations are compatible with the mobile application and portal environment.

2. Configuration & Upgrade​

Upgrade Activities​

  1. Checkpoint upgrades users from V1 to V2.
  2. Portal configurations and data are copied from V1 to V2.
  3. Sanity checks are performed.

Planned Upgrade Window​

  • The V1 to V2 upgrade process requires approximately 2 hours to copy portal configurations and data.
  • During this upgrade window:
  • No Portal Administrator configuration changes should be made.
  • No user feed updates, synchronization activities, or offline sync operations should be performed.
  • Users should avoid making configuration changes that may impact the upgrade process.

3. V2 Pre-Production Exploration​

  1. Customers receive access to the V2 pre-production environment.
  2. User testing and validation activities are performed.
  3. Issues are reported through existing support channels.
  4. SAML, MDM, connectivity, and workflow validations are completed prior to production upgrade.

4. Production Rollout​

  1. V2 Portal becomes the default production environment.
  2. Continued support is provided through existing ItemOptix support channels.
  3. Optional access to the V2 pre-production environment will remain available for testing purposes (where applicable).

Post-Upgrade Actions​

  1. Clear Cache
  • Clear the ItemOptix mobile application cache.
  • Clear the browser cache before logging in to the V2 Portal environment.
  1. Update Bookmarks
  • Verify and update any saved browser bookmarks or shortcuts to ensure they point to the correct V2 Portal URL.
  1. Validation Testing
  • Validate user login and authentication.
  • Verify portal configurations and permissions.
  • Confirm data visibility and functionality.
  • Validate key business workflows, barcode and RFID use cases, and integrations.

Key Activities and Timeline​

Milestone dates are indicative and will be finalized per customer during rollout communication.