Skip to main content

Checks After Migration or Upgrade

After migrating from 20.04.xx or upgrading from 24.08 to 26.04, do not consider the work complete until configuration, users and synchronization have been verified.

Module checks

  • Exchange Connector is listed in Module Manager;
  • the installed version is the expected one;
  • the configured Exchange type is correct;
  • the required synchronization features are enabled;
  • the license is valid;
  • no blocking errors are shown on the Exchange Connector page.

User checks

For each Exchange user, verify connection status, correct account, selected folders, any Resource/Impersonation settings and absence of authentication errors. For Microsoft 365, reconnect the user if access is no longer valid.

Mapping checks

Open Exchange Field Mapping and check Contacts and Organizations, especially if custom mappings were used in 20.04.xx.

  1. Create a test record in vtenext and verify it reaches Exchange.
  2. Modify it in Exchange and verify the change returns to vtenext.
  3. Test a recurring event if used.
  4. Test a Contact with e-mail and phone.
  5. Test a Task with status and due date.
  6. Test an Organization if organization synchronization is enabled.

When the migration can be considered complete

The process is complete when the module is registered and upgradeable, all required users are connected, two-way tests succeed without duplicates, the mapping is correct and no persistent errors remain.

Back to top