Identify key contacts.
Ping primary contacts Contact phone/email Account Executive Ping Technical Support
North America: 1-855-355-PING (7464)
EMEA: 44 0 808 196 0788
APJ: 61 1800 370 672
Other Internal primary contacts Project manager Technical team Technical team Additional stakeholders
Review the release notes for the upgrade version.
Pre-upgrade task Completion date Assignee Review release notes for upgrade Perform any pre-upgrade tasks Define rollback plan Review post-upgrade requirements and note any applicable tasks
Perform a trial upgrade.
Trial upgrade task Completion date Assignee Schedule a trial upgrade on a duplicate image or staging environment.Note: If your staging upgrade environment differs significantly from your production upgrade environment, making a copy of the production environment (for PingFederate and PingAccess, at the very least the admin server and one runtime server) can help you find any anomalies that you need to address prior to a full production upgrade. Review the upgrade log. Note the anomalies, differences, and results. Migrate your custom .jar files. Migrate your HTML templates. Migrate your velocity templates. Verify upgrade reliability according to your company standards. Create the timeline and tasks for your production upgrade.
Production platform upgrade
Production upgrade task Completion date Assignee Create the upgrade task list for your production environment. Schedule your upgrade to minimize downtime.
Notify Ping support of scheduled upgrade.
Create a case in the support portal with the type = "Upgrade" and include important details like the date/time of your move, which products you are upgrading, old/new version and helpful architectural details.
This upgrade process is recommended for all Ping products.