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 |
| Maytas Hub |
| Extras |
Pre-requisites
Before performing any of the upgrade steps, please ensure the following are completed:
- All 2022/23 learners have been entered into the system. This is to ensure their data is migrated to the 2023/24 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 | DfE (LLWR) | Scotland | DWP | EBS | Completed |
| All products | Take a backup | Take a backup of your Maytas database | ✓ | ✓ | ✓ | ✓ | ✓ | |
| Maytas |
Upgrade database and update Maytas 5 server and clients as per the instructions in the Maytas 5 Upgrade Guide in the Maytas 5 folder. |
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 | ✓ | ✓ | ✓ | ✓ | ✓ | |||
| Maytas Hub |
Follow the instructions in the Maytas Hub Upgrade Guide in the Maytas Hub folder. |
1. Backup the Maytas Hub web folder | ✓ | ✓ | ✓ | ✓ | ✓ | |
| 2. Extract the upgrade files to the Maytas Hub web folder | ✓ | ✓ | ✓ | ✓ | ✓ | |||
| 3. Ensure the Maytas Server Manager updates have been run | ✓ | ✓ | ✓ | ✓ | ✓ | |||
| 4. Update web.config | ✓ | ✓ | ✓ | ✓ | ✓ | |||
| 5. Install the new version of the Maytas Hub Stats Service | ✓ | ✓ | ✓ | ✓ | ✓ |
Administrative User Steps
| Product | Item | Task | ESFA | DfE (LLWR) | Scotland | DWP | EBS | Completed |
| Maytas 5 | Follow the instructions in the LLWR Release Notes | 1. Create the 2023/24 DfE contract | ✓ | |||||
| 2. Upgrade the reports library | ✓ | |||||||
| 3. Review the changes in 5.26 | ✓ | |||||||
| Follow the instructions in the ESFA Release Notes | 1. Check the contractor details for the ESFA export | ✓ | ||||||
| 2. Create the 2023/24 ESFA formula-funded contract | ✓ | |||||||
| 3. Import the funding information | ✓ | |||||||
| 4. Upgrade the reports library | ✓ | ✓ | ✓ | |||||
| 5. Review the changes in 5.26 | ✓ | ✓ | ✓ | ✓ | ||||
| Maytas Hub | Follow the instructions in the Maytas Hub Release Notes | 1. Review the changes in 5.26 | ✓ | ✓ | ✓ | ✓ | ✓ |