Testing iMIS EMS
This iMIS upgrade contains many changes that should be tested before a client is upgraded live.
Follow the suggested timeline below to begin the testing phase. Create new contact records, process renewals, create new events, and whatever else you would normally do with iMIS! This is your time to determine if iMIS EMS is a great fit for you and your organization.
WarningAny changes made in the test site do not automatically transfer over on a live upgrade. Keep detailed notes about the changes you make in the test environment, so that you can make the same changes after the live upgrade. Items such as content records, queries, and business objects can be manually exported from test and imported into the live system.
TipThe following is a calendar that goes over the suggested testing timeline once you get to the testing phase of your upgrade. Upgrade timelines look different for each client. The most important thing to remember is that all testing should eventually be completed. The most important piece of the upgrade process is testing.
| Week | Suggested activities |
|---|---|
| WEEK 1 | - Create a top 10-15 list of the processes you regularly perform in iMIS today. - Confirm whether you can complete those same processes in the test site. - Review Settings configuration. - Review the Testing checklist. - Test the gateway: - Global Payments for North America and Asia Pacific Stripe - Stripe is available in all regions upon request. Contact your AiSP or CPIL to get started. |
| WEEK 2 | - Membership testing - Fundraising testing |
| WEEK 3 | - Finance testing - Queries and reports testing - Commerce testing |
| WEEK 4 | - Websites and account pages testing - Images and files testing - Events testing - Communications testing |
| WEEK 5 | Complete remaining testing. Partners and AiSPs working with clients or testing on-behalf-of clients: Complete, sign, and send the iMIS EMS Checklist to ASI Cloud Services. |
| WEEK 6 | - Wrap-up testing - Pre-upgrade checklist - Phase 3: Preparing for the live upgrade |
| WEEK 7 | - Upgrade to EMS - Phase 4: Performing post-upgrade tasks |
