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    Platinum Support Program | Platinum Services



    Your Aurea Process implementation is brought up to date using Best Practice Methodology with the latest features and technology.


    Recommended Frequency

    Annual Managed Upgrades are recommended.



    All Platinum Support members with on-premise Aurea Process platforms are eligible for the Managed Upgrade.


    Required Customer Inputs

    • All information requested by the Platinum Upgrade Group in the service request is provided in a timely manner
    • Access to a development or staging environment with Read and Write privileges


    Platinum Team Final Outputs

    • You will have an implementation of the most current version of Aurea Process using your configuration and implementation running in your development or staging environment.
    • You will receive a Playbook, with step by step instructions based on the successful single environment upgrade, to enable you to perform the upgrade for your other environments.


    Process Overview

    • You submit a request for a Managed Upgrade in the support Portal
    • We will provide you with a set of questionnaires and other documents to be completed by you.
    • You will provide a timely response with the fully completed questionnaires.
    • Platinum Services will then:
      • Performs upgrade assessment and planning activities
      • Implement the upgrade to a development or staging environment and perform non-functional testing
      • Provide a Playbook with materials needed for your team to implement the upgrade in your other environments such as Production
    • Your team implements the Aurea Process upgrade, following the Playbook, to Production and other environments
    • Platinum Services provides support for any issue that can be replicated in the environment in which we implemented the upgrade



    The following scope exclusions apply.

    • No Access:  If access to a development or staging environment cannot be provided to Platinum Services, a paid engagement will be required.  This engagement would be for Aurea to provide upgrade assistance via screen sharing.
    • Multiple Environment Assistance:  If Platinum Services assistance is needed to upgrade other environments or to help resolve upgrade issues in other environments, a paid engagement would be required.
    • Non-Standard components: Only out-of-the-box components will be upgraded. If menus, services or other customized objects have been developed and fail the non-functional testing, then a paid engagement may be necessary to complete the upgrade.



    Once access is obtained and the necessary software has been downloaded by the customer and made available on the host to be upgraded:

    • On-premise Aurea Process upgrades of a development or staging environment typically takes 1 week.
    • It could be longer if the infrastructure is very complex, but that will be discussed during the evaluation and assessment phase prior to starting the upgrade.

    Process Detail

    The following is a more detailed description of the delivery process.

    Upgrade RequestCreate Request Case• Submit case in customer's Aurea Process support portalCustomerN/A
    Respond to Request

    • Acknowledges receipt

    • Work with customer to get required upgrade request information

    • Inform customer the Platinum Project Manager will be in touch within 1 day

    Platinum Consultant1 day
    Acknowledge Request Formally

    • Email customer acknowledging receipt of the Platinum Service Request

    • Provide high-level overview of next steps

    Platinum Project Manager

    1 day
    Project Set UpSet Up Project Framework

    • Create a project in an AureaWorks support group

    • Post initial project documents to the project space

    Platinum Consultant2 days
    Upgrade PreparationPrepare for Upgrade

    • Download upgrade files

    Platinum Consultant1 day
    Prepare Environment for Upgrade

    • Download most recent version of the software from the Support Portal Download Site

    • Place downloaded software in a location on the host which will be used for the upgrade

    Upgrade Delivery
    Backup Configuration Files• Perform backups of installation folder structure holding configuration filesPlatinum Consultant1 day
    Upgrade Dev or Staging Environment

    • Upgrade development or staging environment

    • Re-apply settings as needed

    Test• Perform non-functional testing
    Fix Issues and Retest• Solve or document issues as needed and perform a series of retests
    Post Execution
    Upgrade Hand-offCreate Playbook• Consolidate detailed notes taken during the upgrade process and create a step-by-step PlaybookPlatinum Consultant2 days
    Deliver Playbook

    • Review of Playbook

    • Submission of changes or clarification in the Playbook

    Review change request and review

    Discuss changes or classifications

    Make changes to the Playbook, as agreed

    Customer and

    Platinum Consultant

    2 days

    Delivery Final Playbook

    Provides final materials in the form of a Playbook to be used  for the upgrade of other environments such as Production

    Platinum Consultant
    On-Call SupportPost Upgrade Support• Available for on-call support of PlaybookPlatinum ConsultantMax 1 week


    Request an Upgrade

    You can request an upgrade by creating a request case in the Aurea Support Portal at

    • Enter case title:  "[Customer Name] - Platinum Services Request: Managed Upgrade
    • Provide the following information in the Description:
      • Current Aurea Process Version
      • Earliest Start Date
      • Ideal Start Date
      • Deadline Date for Completion
      • Reason for the Deadline Date
      • Acknowledgement that access to a development or staging system will be provided

    Next Steps:

    • Platinum Services will respond to your request within 1 business day
    • You will receive an upgrade questionnaire to complete and return
    • A Project Manager will contact you to get the project started



    The following are frequently asked questions about the Platinum Services Managed Upgrade.

    • Is my company eligible for a Managed Upgrade?
      • All Platinum Support members with on-premise installations are eligible for the Managed Upgrade.
    • How do I request a Managed Upgrade?
      • You can request an upgrade by creating a request case in the Aurea Support Portal at to the Request an Upgrade section for details.
    • What are our responsibilities for a Managed Upgrade?
      • A completed upgrade questionnaire must be provided.
      • Provide access to a development/staging environment.
      • Timely assignment of resources.
    • How long will a Managed Upgrade take?
      • On-premise Aurea Process upgrades of a development/staging environment typically takes 1 week.
    • Can Platinum Services upgrade all my environments?
      • As a paid engagement, yes.  Platinum Membership includes an upgrade of one development/staging environment only.