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Upgrade Checklist

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Ben Young
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The following areas in Moodle/Totara should be checked after an upgrading to ensure that there are no issues and the site is ready to use. This list is a recommendation of areas to check and is not limited to the items listed below.

Login in

Because the site is in maintenance mode the login page has to be reached by using the direct login page URL such as learning.example.com/login where you would replace the learning.example.com with the URL (domain) of your Moodle / Totara site. 

Application Areas of Inspection
 
General Pages
  • If applicable set theme to custom theme if not already in effect

  • View Front page of site to check for visible errors

  • View a Course page of the site to check for visible errors

  • View the Browse Users page of the site to check for visible errors

  • Front Page settings

  • Check for any missing icons, buttons

User Accounts

  • Add a new user
  • Test the Upload Users feature (CSV upload)
  • Roles and assigned privileges
  • Role Assignments (check system level such as administrators and managers)

Course Settings

  • Check course settings page for errors

  • Check Course enrolments

  • Course files (legacy in 2.x)

Course Activities and Resources

  • News Forum’s - check Forum postings to ensure postings and replies are nested appropriately

  • Upload a file from the local desktop into the course outline

  • Test creating a sample quiz with questions (create new question)

  • Access the Resource as a student (if added to the course as a file, page, lesson)

  • Access the Activities as a student assignments, Chat, Choice, Database, Forums, Glossary, Lesson, Quiz, SCORM Package, Survey, 3rd party Module/Plugins

Grades

  • Check the gradebook to ensure the page loads without error
  • Check the settings page to ensure the page loads without error
  • Verify that the learners grades are displaying and calculated correctly
Repositories

  • Check configuration

  • Check connection

  • Test adding a file from a repository

Backups

  • Check course schedule backups settings and configuration

  • Test a manual backup and Restoring a course (did the restore work successfully)

  • Test the course import feature

Logs

  • Check Activity Logs

Reports

  • Check Gradebook in a course (are overall grades calculated)
  • Check Activity completion report
  • Check Course completion report

Authentication

  •  Single Sign-On (SSO) code

  • Authentication plugin settings (LDAP settings, CAS settings, SAML)

Enrolment
  • Test the enrolment plugins used in a course
  • Check the default settings
  • Check integrations such as Banner

Language Customizations

  • Language customizations - Note upgrades from Moodle 1.9 to 2.x need to have the Language customizations redone

Networking

  • Test connection between any Networked Moodle or Mahara sites

Custom Code

  • Fully test any areas containing custom code by going to the page and performing actions

Plugins

  • Custom or 3rd Party Plugins - check all 3rd party plugins (can it be accessed, can a new activity be added, can the settings back be accessed without issue)

  • Check certificates - check for custom images, custom certificates, check accessibility of the certificate

  • Check repository plugins
  • Check Mediacore plugings
  • Check plugins to external sites (Turnitin, Respondus, McGrawHill)

New Features and Settings

  • Custom or 3rd Party Plugins
    • Recommend to check all 3rd party plugins
    • Configure new features or new plugins
  • Check for new features or areas of the site that require configuration

Going live

When ready to restore access to the site for instructors and learners by take site out of Maintenance Mode

Site Administration > Server > Maintenance mode

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