1. 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
  2. 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
  3. 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.
  4. 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.