Below is a migration path we used to migrate a Cleo Clarify Client from version 4.17.1 to version 5.1.20

Migration Assumptions

• Installation is a Windows Cleo Clarify Standard Server
• We are installing Cleo Clarify 5 on the same machine (instance) as Cleo Clarify 4
• ESX is still being used for AS2 communications.
  

I am estimating 8-12 hours for this process. This estimate is also dependent on how much (or little) testing we want to perform – Step F (QA Plan)

1. QA Server Plan

A. Install Cleo Clarify 5 server software on QA Server

B. Install Cleo Clarify Client on QA Server

C. Copy Cleo Clarify 4 license.txt file to Cleo Clarify 5

D. Convert current mappings/code to version Clarify 5

E. Install mappings/code to Clarify 5

F. Test inbound/outbound transactions

2. Production Server Plan

A. Install Cleo Clarify 5 server software on Prod Server

B. Copy Cleo Clarify 4 license.txt file to Cleo Clarify 5

C. Convert current mappings/code to version Clarify 5

D. Install mappings/code to Clarify 5

Note: Step A needs to be performed while Cleo Clarify 4 is stopped

3. Go live plan – on the weekend

A. Document Global Variables, ICNs, next numbers, SSH certs, and SMTP server in Cleo Clarify 4

B. Pause ESX

C. Turn off Cleo Clarify 4

D. Uninstall Cleo Clarify 4 windows service

E. Start Cleo Clarify 5

F. Update Global Variables, ICNs, next numbers, SSH certs, and SMTP server in Cleo Clarify 5

G. Unpause ESX

H. If go-live goes well, Install Cleo Clarify 5 windows service

4. Fall-back plan

If go live does not go well, we will stop the Cleo Clarify 5 server, and start the Cleo Clarify 4 windows service