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Deployment Guide

9. Maintenance & Upgrades​

Regular Update Process

  • Periodically apply product updates or patches released for SmartOfficeNXT.
  • Update any workflow components or automation logic when new connectors/features are introduced.
  • Always test updates in a safe staging environment before applying them to the live system.

Backup Policy and Retention

  • Maintain regular backups of SharePoint content such as lists, libraries, configuration data, and uploaded files.
  • Store backups securely as per organizational security guidelines.
  • Retain backups for a minimum recommended duration (e.g., 90 days) or based on client policy.
  • Ensure backup files are periodically validated to confirm data integrity.

Versioning and Release Management

  • Maintain version numbers for application packages, workflow configurations, and UI updates.
  • Record and track all enhancements, optimizations, and fixes in a version-specific release note.
  • Adopt a controlled release process to ensure updates do not overwrite existing client configurations.