Installation Flow and Options Template

Installation Flow and Options Template
Anovatek TilakGovind's picture

An Installation Flow and Options document explains any user input required while running the installation of a legacy setup and testing of the prepackaged setup.

  • An experienced end user of the software should provide this information. If there is someone within your organization who has ownership of the application, they can provide these details.
  • If you need to gather the options yourself, you should run the legacy installation and note every piece of user input required during the installation.
Note: An application migration project will usually include this type of document also.
Description
Corporate Standards Corporate standards for product installation directories, such as: C:\Program Files\CompanyName\ProductName
Shortcut Standards Standards for shortcut locations (such as a Product Name folder inside the All Programs folder of the Start menu).
Add or Remove Programs Support Information Standards for the Add or Remove Programs support information settings.
Installation Type Whether installations will be performed silently, or with a full user interface, or at some intermediate level.
Server Locations Documentation of server locations for the finished installation packages.
Distribution Method Documentation of the intended distribution method (Active Directory, SMS, Marimba, and so forth).
Roles and Responsibilities Definition of different roles and responsibilities in the application-migration process.

Note: This manual occasionally refers to an application owner, a sophisticated user of an application who can verify that it functions correctly.

Status Reports Guidelines for status reports.
Application Owner Information Application owner contact information (for questions, returns, and escalations).
Application Owner Application Owner name and Business unit
Owner Contacts Application owner Telephonic number or E-mail
Support Contacts Helpdesk phone or URl

Application General Information

Application Name Name of the application
Version Full in format XX.XX.XXXX
Vendor Setup Type The format of the original installation(MSI,legacy,Raw files, CD,File downloaded, internal)
Source The medium used to install the program
Application Function The function and the use of application

Application Type

Application Type Application architecture(standalone, clientserver,hardware driver web, other.
32-bit Application 16-bit,32-bit,or 64-bit application

Manufacturer Information

Manufacturer The vendor company name
Manufacturer Contact Vendor phone or Email

Application Usage

Business Criticality The importance of the application
Number of Target Users Estimated number of users for the Application
Number of Target Devices Estimated number of devices for the Application

Application Dependencies

Hardware Dependency Additional hardware required for the run the program
Software Dependency Additional software required for the run the program

Installation Instructions

Installation Step by step
Instructions Instructions
Serial Number Serial number
Additional Configuration Additional files to be add or delete,additional programs to run

Outputpackage

Output Files Type of output files created(MSI,MST,MSP)
Complexity Package complexity(Easy,Medium,Difficult)

Testing Procedures

Application Functionality Testing step by step instructions
Testing Results Tested By Name of the test engineer
Validation Results Unresolved validation errors
Conflicts Unresolved conflicts
Comments Comments...
3.95652
Average: 4 (46 votes)

Very well explained. Goood

Vijay.Raj's picture

Very well explained. Goood Job !!

Additional Items

If packaging and support for the application are segregated in your organization, you might also consider additional items such as licensing and approvals, and items related to distribution of the application. Including distribution info helps eliminate delays in deploying the application once packaging and end user acceptance testing is complete. Examples include:

- requested date
- target PC list
- pilot plan
- phased distribution plan
- communication plan
- backout plan if the production install fails

It is helpful to meet with the support person to complete the documentation and to run through an install prior to beginning packaging so that the packaging team and the support person are on the same page as to the install and requirements of the app support group and of the packaging processes in use. It also give the opportunity to review organizational guidelines and policies that may apply, such as change management requirements.

Yep!..Good Add-in

Anovatek TilakGovind's picture

Yes,mocarski good Add-in information for
- requested date
- target PC list
- pilot plan
- phased distribution plan
- communication plan
- backout plan if the production install fails
But, Basically given information is enough
the extra information depends on the situations,or on the application demand.

Thanks...mocarski

Cheers Tillu

conflicts

is there any tool other then conflict manager , as i am using wise standard edition 7.

check the link

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