Upgrade Checklist

The upgrade guide for each product can be found in the relevant product folder, along with additional documents to aid with the upgrade and user guides.

This document should be used as a checklist of the steps required to fully complete this upgrade. We recommend that you print this list out and tick the Completed column when you have completed each task.

The purple column headers relate to the contract areas that you undertake. You only need to carry out the steps relevant to your contract areas. The steps are also split by role: technical steps should be undertaken by someone with technical knowledge, while the user steps should be undertaken by the system administrator of Maytas.

The Technical User Steps should be followed by a technical user.

The Administrative User Steps should be followed by an administrative user.

The steps are also colour-coded by product. You only need to follow the steps for the products you use and the steps which apply to all products:

All products

Maytas 5

e-track Online

e-track Offline

Extras

Pre-requisites

Before performing any of the upgrade steps, please ensure the following are completed:

All 2018/19 learners have been entered into the system. This is to ensure their data is migrated to the 2019/20 fields in the upgrade.
For Maytas users, ensure all configurable local items are synced (i.e. tabs, processes and scripts).

Technical User Steps

Product	Item	Task	ESFA	DfES (LLWR)	Scotland	DWP	EBS	Completed
All products	Take a backup	Take a backup of your Maytas database	✓	✓	✓	✓	✓
Maytas 5	Upgrade database and update Maytas 5 server and clients. If you use ebs-Link, follow the ebs-Link Upgrade Guide in the ebs-Link folder. Otherwise follow the Maytas 5 Upgrade Guide.	1. Uninstall Server Manager	✓	✓	✓	✓	✓
		2. Install the new version of Server Manager	✓	✓	✓	✓	✓
		3. Apply the database updates in Server Manager	✓	✓	✓	✓	✓
		4. Update the ClickOnce sites	✓	✓	✓	✓	✓
		5. Upgrade the reports library	✓	✓	✓	✓
e-track Online	If you use ebs-Link, follow the ebs-Link Upgrade Guide in the ebs-Link folder. Otherwise follow the e-track Online Upgrade Guide.	1. Backup the e-track web folder	✓	✓	✓	✓	✓
		2. Extract the upgrade files to the e-track web folder	✓	✓	✓	✓	✓
		3. Run the upgrade SQL script	✓	✓	✓	✓	✓
		4. Update web.config	✓	✓	✓	✓	✓
		5. Install the new version of the e-track Stats Service	✓	✓	✓	✓	✓
e-track Offline	Follow the e-track Offline 2019/20 Quick Setup Guide	1. Perform full sync	✓	✓
e-track Offline	Follow the e-track Offline 2019/20 Quick Setup Guide	2. Import ILR tabs	✓
Extras	Install additional items from the Extras folder as required	Please note that the ABI has not changed since the previously released version in 5.09, and so no action needs to be taken if it has already been installed.
		1. Install ABI	✓	✓
		2. Install Panintelligence	✓	✓	✓	✓	✓

Administrative User Steps

Product	Item	Task	ESFA	DfES (LLWR)	Scotland	DWP	EBS	Completed
Maytas 5	Follow the instructions in the LLWR Maytas Release Notes	1. Create the 2019/20 DfES contract		✓
		2. Review the changes in 5.18		✓	✓	✓
	Follow the instructions in the ESFA Release Notes	1. Check the contractor details for the ESFA export	✓
		2. Create the 2019/20 ESFA formula-funded contract	✓
		3. Import the FIS data sets	✓
		4. Review the changes in 5.18	✓		✓	✓
	Follow the instructions in the ebs-Link Release Notes	1. Import the ILR 2019/20 tab for ebs-Link					✓
	Follow the instructions in the ebs-Link Release Notes	2. Review the changes in 5.18					✓
e-track	Follow the instructions in the e-track Online Release Notes	1. Review the changes in 5.18	✓	✓	✓	✓
e-track	Follow the instructions in the ebs-Link Release Notes	1. Review the changes in 5.18					✓