First and foremost, we want to thank you again for choosing Adobe Campaign to power your cross- channel campaign management strategy. And as a valued Campaign Classic customer, we want to ensure that you have the best possible experience with our product and services.
Adobe Campaign is regularly updated. If you are familiar with our published Release Notes, you are probably aware of the fact that on the average two minor versions packed with new features, improvements and fixes are released every year. In addition, we periodically release builds with cumulative fixes only. This regular cadence of updates aims at getting the latest and greatest in your hands, keeping your environment fully secure and obviously improving your experience with our product.
This is the reason why we believe it is critical that our customers run the most recent version of Adobe Campaign. It also allows us to help much more efficiently in case you run into issues – identifying, reproducing and fixing an issue on an old build typically takes more time, not to mention that some issues you may encounter may very well have already been fixed in a recent build.
We are therefore starting a program where we will work collaboratively with our customers to proactively and regularly upgrade their environments and are very much looking forward to working with you in the months and years to come.
- Build Upgrade: When the Adobe Campaign Classic software is updated to the latest secure build number, yet stays in the same major/minor build Level. For example: Campaign v6.1.1 8222 to Campaign v6.1.1 8666.
- MTA: Mail Transfer Agent: the application layer of Adobe Campaign is responsible for compiling and sending out email.
Select the Help> About... menu in the Adobe Campaign Client console. The About box contains detailed information on the version and build you are running both for the console and the server.
No. A build upgrade is an incremental update within a given major version, whereas a version upgrade is a change from one major version to another. Build upgrades are straightforward as they do not typically involve any major architectural, technical or data model changes.
Version upgrades on the other hand usually come with significant technical changes and, depending on the depth of the configuration for a given customer, may require significant configuration changes and/or partial re-implementation.
For instance, using the server information from the screenshot in the previous section:
- A build upgrade would involve moving from build 6880 to any build greater that 6880.
For example, v6.1.1 build 8222 to v6.1.1 build 8666
- A version upgrade would involve moving from version 6.0.2 to any version greater than 6.0.2.
For example: v6.0.1 build 2222 to v6.1.1 build 8666
Adobe will take a backup of your system prior to any changes. However, if there is critical customization work that is in your non-production system (development or staging servers), it is HIGHLY RECOMMENDED you export that work as a package prior to any upgrade.
For more information, watch this how to video.
The time required to perform a build upgrade is dependent on several factors:
- The size of the database to be backed up or restored (larger databases require more time to upgrade)
- The size of the environments (many of our customers have several different servers that each handle specific functions, with larger environments requiring more time to upgrade)
- The complexity of the system (some systems have more dependent services and connections to verify, necessitating verification of the stability and performance of such systems)
The upgrade is a two-step process:
- Preparing the system for upgrade - Taking into account the specificities of your environment, this phase leads essentially to a fully qualified upgrade on a non-production environment. Once the upgraded environment has been greenlighted from a technical and functional standpoint, phase 2 can happen. This first phase, depending on the aforementioned factors, can take from a few days to a couple of weeks.
- The upgrade itself - The production environment is upgraded. This phase is usually performed in a few hours. For very complex environments a longer downtime should be expected. In the event that something goes wrong, a rollback strategy is defined and can be executed.
For more information, refer to this document.
The build upgrade process requires the following resources:
- Adobe Architect - For hosted or cloud messaging/hybrid architectures, the architect must coordinate with Customer Care.
- Project Manager - Hosted: the hosting team will partner with the Customer Care team and the customer to coordinate the upgrade timeline for all instances.
- Adobe Campaign Administrator - Hosted: the hosting team performs the upgrade.
- Adobe Campaign operator\marketing user - The operator runs tests on development, test and production instances.
In your development and staging systems, export any work that is critical and must be preserved. For more information please review this video.
Refresh your knowledge of the critical path workflows and deliveries developed in your run books (or by your consulting team/partner) by reviewing the documentation provided to your team at the end of your implementation.
Identify low volume or low traffic times that would be ideal for maintenance windows as they will produce the lowest business impact.
Review our build upgrade checklist below and your test plans and ensure that resources who can perform these tests are available within 24– 48 hrs. of the completion of an upgrade.
For additional Build Upgrade details, refer to this document.
When the upgrade happens for Message Center (RT), it will not send emails from the instance. Note, any processes that are stopped when a Campaign system is shut down are automatically resumed when the system is re-started. This includes active or scheduled deliveries, tracking, and metrics calculations for previously sent deliveries.
No. During build upgrade, workflow and mail services are both stopped. This means workflows will not run and deliveries are not sent. They will resume once the system is restarted. However, Adobe strongly advises that all critical path workflows be checked after an upgrade to ensure that they’re running and healthy.
Yes. Customers should provide Adobe with a point of contact available during or immediately after the upgrade of their production instance. Adobe will contact this person via email unless other arrangements are made. This will ensure a smooth transition and immediate validation of critical tasks. Adobe will contact the Customer once the build upgrade is complete for confirmation.
Cloud Messaging Server post-Upgrade checklist:
- Send a test delivery
- Validate the delivery logs are correct and related workflow shows a successful delivery
- Validate the tracking logs are updated with successful delivery
- Validate mirror page and tracking links show opens and clicks
- Confirm all technical workflows are in started state
- Verify all process are active as well
Marketing server post upgrade checklist:
- Can you login to the server? Check Client Console is working without any error/warning popups
- Make sure to use the same console version as build version after upgrade
- Do you have any web applications that insert data into the Campaign Database? If so, run them and verify that they can insert new records through API
- Can you send out a test email successfully? Create new delivery using a known template, send it to one test recipient, verify personalization, unsub link, mirror page all work.
- Are all of your recent deliveries reported correctly in your delivery reporting? Open delivery reporting – select a recent delivery with well-known success metrics, verify that they are correct.
- Are all of your critical path workflows running? Check workflows, open up workflow journal, verify that there are no errors.
- Are all of your folders present, visible, and accessible? Browse through different folders and verify that all content is displayed and present.
- Are your deliveries coming through with the correct time zone?
- Verify the creation date and modification date with the timestamp and time zone
- Verify that the execution of scheduler works in a workflow on the specified time
- Fetch list of workflows which are in PAUSED and FAILED state. Start and monitor them
- Run AB Testing for one scenario
Development and stage environments are either upgraded in sequence or together but a sign-off is needed before upgrading the production instance. This allows each customer to conduct thorough testing before signing off on any changes to production.
See list above for Adobe’s post upgrade checklist. Customers should run similar tests as well as others they may need for the environment.