The Importance of User Acceptance Testing (UAT) for OnBase Upgrades

By: Dave Foster, OnBase Upgrade Team Lead

When it comes to upgrading OnBase, User Acceptance Testing (UAT) isn’t just a step in the process; it’s the safeguard that ensures your upgraded OnBase system works as you need it to. Here’s why UAT is a game-changer for your OnBase upgrades and how you can make the most of it.

Why UAT is essential

1. Real-world validation: UAT lets users dive into the daily functionalities that are unique to their OnBase. It’s about making sure all critical operations remain smooth and uninterrupted post-upgrade. Think of it as your test drive before you hit the highway.

2. Early problem detection: By simulating your production environment via a test environment, UAT helps uncover potential issues that might not be apparent during initial testing phases. This could include anything from software bugs and misconfigurations to changes in functionality across different versions. The sooner these issues are identified, the sooner they can be addressed without causing disruptions.

3. Smoother transitions: Creating a test environment that mirrors your production setup as closely as possible provides a buffer to troubleshoot and fix issues. This proactive approach ensures that when the upgrade goes live, it’s as seamless as possible.

Preparing for UAT

1. Identify critical components: Start by pinpointing the essential parts of OnBase that your organization relies on. These components must function flawlessly to ensure operational continuity. 

2. Develop a comprehensive test plan: Create a test plan that zeroes in on these critical components. Your plan should include specific, straightforward scenarios that reflect real-world use. This ensures that testing is thorough without being overly complicated.

3. Set up a reflective test environment: Ensure your test environment is a close replica of your production setup. This includes matching hardware, software, and network configurations to provide accurate results and identify any potential issues.

Conducting UAT

1. Execute test scenarios: Have users carry out the test scenarios outlined in your plan. This hands-on approach helps them identify any discrepancies or issues while performing their usual tasks.

2. Report issues promptly: Any issues discovered during UAT should be documented and reported immediately. Whether it’s a minor glitch or a significant bug, noting these problems allows the upgrade team to start troubleshooting right away.

3. Troubleshoot and resolve: Your upgrade team will dive into these reported issues to find solutions. This might involve rolling back to a previous software version, waiting for a fix from the vendor, or tweaking configurations. The goal is to ensure that when you go live, your system is fully operational and bug-free.

DataBank resources for a DIY upgrade

For those taking the DIY upgrade route, DataBank offers standby support to ensure everything goes smoothly. Our team can assist with obtaining upgrade codes, running SQL scripts, and troubleshooting any hiccups you encounter. We are available to talk through potential issues before they become bigger problems.

By integrating UAT into your OnBase upgrade process, you’re ensuring a seamless transition that keeps your business running smoothly. It’s about being proactive, staying ahead of potential problems, and making sure your upgraded system meets all your operational needs.