How to Upgrade Your eDirectory License

Introduction

Keeping your eDirectory platform up-to-date is essential for maintaining optimal performance, security, and access to the latest features. If you're running an older version and wish to upgrade to the newest release, eDirectory provides a streamlined process to ensure a smooth transition. This article will guide you through the upgrade process, outlining the steps and considerations to guarantee a successful update.

Initiating the Upgrade Process

To begin your upgrade, simply complete the upgrade request form available at: https://www.edirectory.com/upgrade-form.php

Upon submission, an eDirectory representative will promptly contact you to initiate the upgrade.

Ensuring a Smooth Upgrade: Key Considerations

Before requesting your upgrade, please carefully review the following points to understand the process and potential implications:

  1. Exploring the Latest Version:
    • The upgrade will transition your website to the most recent eDirectory version.
    • To familiarize yourself with the new features and interface, you can explore a demonstration at http://www.demodirectory.com
  2. Data Migration: Preserving Your Valuable Information:
    • All data from your existing website will be seamlessly migrated to the upgraded version.
    • You can rest assured that no data loss will occur during the upgrade process.

Note: If you are in an older version, it might be necessary to run the data migration through our custom development team. Operational fees might be applicable.

  1. Staging Environment: Review and Approval Before Go-Live:
    • eDirectory will initially upgrade your site on a temporary staging URL.
    • You will receive the staging URL to thoroughly review the upgraded site and confirm the changes.
    • Your current website will remain fully operational during this review period, ensuring uninterrupted service for your visitors.
  2. Site Manager Accessibility: Maintaining Data Integrity:
    • To prevent data inconsistencies during the upgrade and migration, access to the Site Manager of your current website will be temporarily restricted.
    • Access will be restored upon your approval of the upgraded staging site.
    • If urgent data additions are required, access to the staging Site Manager can be provided.
  3. Customizations: Addressing Compatibility:
    • Custom source code modifications will not be automatically carried over during the upgrade.
    • The upgraded site will default to the standard eDirectory code.
    • If you wish to retain your customizations, a separate, paid service is available. Please consult your sales representative for pricing details at sales@edirectory.com.
  4. Mobile App Considerations: Re-Publication (If Applicable):
    • If your current eDirectory version is 11.1 or below, and you have mobile apps published in app stores, those apps will need to be re-published.
    • You can handle the re-publication yourself at no cost or opt for eDirectory's app submission service for an additional fee.
    • If you are on version 11.2 or above, no mobile app re-publication is required.

Seeking Further Assistance

If you have any questions or require further clarification regarding the upgrade process, please do not hesitate to contact eDirectory support at support@edirectory.com.

Conclusion

Upgrading your eDirectory system to the latest version ensures that you benefit from the newest features, security enhancements, and performance improvements. By following the outlined steps and considering the key points, you can facilitate a smooth and successful upgrade, maintaining a robust and up-to-date online directory. The staging environment, and the data migration, are put in place to ensure that you are given the most stable and reliable upgrade possible.

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