Planon Upgrade Procedure

Owned by Brett Paulson
Last updated: Feb 20, 2023
5 min read

Upgrading the Planon system is a fairly straightforward process and involves coordination with the Accounting Office and other users who may be using the system on the day you perform the production upgrade. In general, you will upgrade the lower “non-production” environment first and give the users the opportunity to test there prior to upgrading the production environment. The time to perform the upgrade varies, but we noticed it seems the production environment takes a bit longer to complete.

The first step would be to create manual backups of the TEST ENVRIONMENT (The lowest environment)

  1. Login to uconn-test.planoncloud.com with an admin account

  2. Click on the … next to Environment Management and navigate to the backups tab

  3. Click create backup

  4. Name your backup and add a comment and click Start Backup

5. When the backup is complete it will look like the following:

6. Next go to the “Danger Zone” tab and ensure you have selected the Test environment. Then click “Upgrade to Latest Cloud Version”.

7. You’ll be prompted to confirm you want to upgrade and the latest updates since the last time you ran the process. You have the option to run the update now or do a full backup again. For safety purposes, even though you did a manual backup, you can use the schedule function and set the upgrade to run a few minutes in the future.

8. Once the upgrade is complete you should be able to log back into the test environment and see that the icon underneath the test environment has been removed noting that it is on the latest version. You can see which version you’re on under the “Build ID”

ACCEPTANCE ENVIRONMENT
Once you’ve upgraded the test environment it’s time to move onto the Acceptance Environment.

  1. Login to https://uconn-acc.planoncloud.com with an admin account

  2. Click on the … next to Environment Management and navigate to the backups tab

  3. Click create backup

  4. Name your backup and add a comment and click Start Backup

5. When the backup is complete it will look like the following:

 

6. Next go to the “Danger Zone” tab and ensure you have selected the Acceptance environment. Then click “Upgrade to Latest Cloud Version”.

 

7. You’ll be prompted to confirm you want to upgrade and the latest updates since the last time you ran the process. You have the option to run the update now or do a full backup again. For safety purposes, even though you did a manual backup, you can use the schedule function and set the upgrade to run a few minutes in the future.

8. Once the upgrade is complete you should be able to log back into the Acceptance environment and see that the icon underneath the environment has been removed noting that it is on the latest version. You can see which version you’re on under the “Build ID”

PRODUCTION ENVIRONMENT

  1. Login to https://uconn-prod.planoncloud.com/ with an admin account

  2. Click on the … next to Environment Management and navigate to the backups tab

  3. Click create backup

  4. Name your backup and add a comment and click Start Backup

5. When the backup is complete it will look like the following:

6. Next go to the “Danger Zone” tab and ensure you have selected the Test environment. Then click “Upgrade to Latest Cloud Version”.

 

7. You’ll be prompted to confirm you want to upgrade and the latest updates since the last time you ran the process. You have the option to run the update now or do a full backup again.

For safety purposes, even though you did a manual backup, you can use the schedule function and set the upgrade to run a few minutes in the future.

8. Once the upgrade is complete you should be able to log back into the Production environment and see that the icon underneath the environment has been removed noting that it is on the latest version. You can see which version you’re on under the “Build ID”