Bentech can help you upgrade your OpenText Exstream, StreamServe, Document Presentment, Extended ECM for Content Suite, Content Server, Archive Server, and many more OpenText products.

1. Essential Steps for a Seamless OpenText Exstream Upgrade
An upgraded version of the software provides significant benefits such as increased
automation which reduces errors caused by manual intervention; improved data
accuracy through enhanced integration with other systems like CRM or ERP
solutions; faster turnaround times due to streamlined workflows resulting in
quicker delivery cycles thus improving overall productivity levels within
departments responsible for creating these documents.
Achieving a successful upgrade of OpenText Exstream involves careful planning,
thorough testing, effective communication, and a structured implementation
process. Here's a step-by-step guide to help you ensure a smooth upgrade:
1. Define Objectives and Scope:
Clearly define the objectives of the upgrade and the scope of the project. Identify
specific goals, such as improving performance, gaining access to new features, or
ensuring compatibility with the latest technologies.

2. 2. Conduct a Comprehensive Assessment:
Evaluate your current OpenText Exstream environment. Identify the version you
are currently using, review existing customizations and integrations, and assess the
hardware and software infrastructure.
3. Review Release Notes and Documentation:
Thoroughly review the release notes and documentation provided by OpenText for
the new version. Understand the new features, enhancements, and any changes that
may impact your existing implementation.
4. Backup Data and Environment:
Perform a complete backup of your current OpenText Exstream environment,
including databases, configurations, and customizations. This ensures that you
have a reliable fallback in case of any issues during the upgrade.
5. Data Migration Strategy:
Develop a detailed data migration strategy. Plan for the transfer of data from the
current version to the upgraded version, ensuring that data integrity is maintained
throughout the process.
6. Customization and Integration Check:
Assess how any existing customizations, extensions, or integrations will be
affected by the upgrade. Plan for updating or adapting these components to work
seamlessly with the new version.
Bentech can help you upgrade your OpenText Exstream, StreamServe,
Document Presentment, Extended ECM for Content Suite, Content Server,
Archive Server, and many more OpenText products.
7. Create a Testing Plan:
Develop a comprehensive testing plan covering all OpenText Exstream
environment aspects. This should include functional testing, performance testing,
security testing, and user acceptance testing.
8. Testing in a Non-Production Environment:

3. Perform testing in a non-production environment that mirrors your production
setup. This allows you to identify and address any issues before the upgrade is
applied to the live environment.
9. User Training:
Provide training to end-users and relevant staff members on the new features and
changes introduced in the upgraded version. Ensure that they are comfortable with
the updated interface and functionalities.
10. Communication Plan:
Develop a communication plan to keep all stakeholders informed about the
upgrade. This includes internal teams, end-users, and any external parties that may
be impacted. Clearly communicate the timeline, benefits, and changes associated
with the upgrade.
11. Rollout Plan:
Develop a detailed rollout plan that includes a step-by-step approach for applying
the upgrade to the production environment. Consider scheduling the upgrade
during a period of low business impact to minimize disruptions.
12. Monitoring and Support:
Implement monitoring tools to track the performance of the upgraded system in
real-time. Be prepared to provide support and address any issues that may arise
post-upgrade promptly.
13. Documentation Update:
Update all relevant documentation, including user manuals, procedures, and
guidelines, to reflect the changes introduced in the upgraded version.
14. Performance Optimization:
Fine-tune and optimize the performance of the upgraded OpenText Exstream
environment based on monitoring results. Address any bottlenecks or issues that
may affect system performance.
15. Post-Implementation Review:
Conduct a post-implementation review to assess the success of the upgrade. Gather
feedback from end-users and stakeholders to identify areas of improvement and
lessons learned for future upgrades.

4. By following these steps, you can increase the likelihood of a successful OpenText
Exstream upgrade. Keep in mind that careful planning, thorough testing, and
effective communication are critical elements of a smooth transition to the new
version.
Accelerate upgrades & reduce risk by partnering with Bentech experts. Customers
Who are with Bentech’s OpenText Professional Services-led upgrades or other
implementation projects reported a 75% reduction in inquiries to customer support.
Let our experts work with your in-house teams to assess your current environment
and prepare recommendations for a successful upgrade, whether on-premises, in
the cloud, or in a hybrid environment. To learn more about OpenText Exstream,
check out our Services page, or Contact us directly.