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 environment (The lowest environment)
Login to uconn-test.planoncloud.com with an admin account
Click on the … next to Environment Management and navigate to the backups tab
Click create backup
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 manually 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”
