Enterprise rollout

Use this guide when moving from a prior EGKits version or migrating data from legacy systems into a new tenant workspace. Coordinate with support for phased module cutovers.

Contact implementation support
Pre-Migration Checklist

Complete every item before starting the upgrade to avoid data loss or downtime.

Preparation Steps

Export custom reports and configurations

Download all customized reports, dashboards, and configuration profiles.

Document current API integrations

List all active API keys, webhook endpoints, and third-party integrations.

Create a full database backup

Use the built-in backup tool or your DBA process to create a verified backup.

Schedule a maintenance window

Notify users and block logins during the 2–4 hour upgrade window.

Test in staging environment

Clone production to staging and run the upgrade there first to catch issues early.

Best Practice

Schedule your maintenance window during off-peak hours. Typical upgrades take 2–4 hours.

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