====== Scope of Work ======

===== Rationale =====

There are a few reasons that the DuVoice system will need an upgrade, not limited to:

  * The existing DuVoice server needs a hardware or OS change.
    * This includes migrating the existing DuVoice server.
      * Existing Hardware to New VM.
      * Existing VM to New VM.
    * The existing DuVoice server requires an operating system change and/or update.
  * The existing DuVoice DV2000 version is EOL.
  * The site has made changes to their PBX, including but not limited to:
    * PBX update.
    * PBX vendor change.
  * The site has made changes their PMS, including but not limited to:
    * PMS on premise to cloud migration.
    * PMS vendor change.

===== Requirements =====

Please review these requirements as they are essential for any installation.

==== Meetings ====

All parties will: attend meetings as described in more detail below. 

If any participants are missing, the meeting **must** be rescheduled.

==== Customer Provided Server ====

If you bought server hardware (a DuVoice NANO) from DuVoice feel free to ignore this portion.

Hardware requirements, located [[howto:requirements:hardware:|here]].

Virtual Machine (VM) requirements, located [[howto:requirements:vm:|here]].

==== Remote Access ====

The site is responsible for making sure the DuVoice technician has remote access to the DuVoice server.

More information on remote access details located [[howto:requirements:network:|here]].

==== Networking ====

The site is reponsible for ensuring network parameters are met.

More information on those details located [[howto:requirements:network:|here]].

==== Caveats ====

=== Lost Old DuVoice Configuration ===

In cases where the old DuVoice system has died, and no backup is available. 

This installation's scope changes, and will be essentially be a from scratch installation. 

So in such a case, please refer to the documentation for a 'new installation' rather than an 'upgrade'. 

This can be found [[howto:proserv:new:scope|here]].

===== Overview =====

This list is not all-encompassing, for additional details, please navigate using the links under the specific steps below:

  * Export configuration from old-DuVoice server.
  * Get DuVoice services installed.
  * Import configuration into new-DuVoice server.
  * Test PBX-DuVoice integration.
  * Test PMS-DuVoice integration.

==== Steps ====

There are three main steps to any upgrade:

=== Step 1 - Kickoff call ===

**In depth information regarding the kickoff call meeting, located [[howto:proserv:upgrade:scope:step1|here]].**

Getting the needed parties together to discuss details and get on the same page about the installation.

=== Step 2 - DuVoice server preparation ===

**In depth information regarding the server prep meeting, located [[howto:proserv:upgrade:scope:step2|here]].**

Get the new DuVoice services installed, licensed, configured, and ready onto the new DuVoice server. 

=== Step 3 - Cutover ===

**In depth information regarding the cutover meeting, located [[howto:proserv:upgrade:scope:step3|here]].**

Switch the production DuVoice server from the existing system to the new system and test functionality.