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    Platinum Support Program | Platinum Services


    Audience:   Customer IT and managers responsible for CX Messenger operations and maintenance.


    Purpose:     Assist customers with on-premises CX Messenger platforms to understand the upgrade process.




    Your CX Messenger implementation is up to date with the latest features and technology.


    Recommended Frequency

    Annual Managed Upgrades are recommended.



    All Platinum Support members with on-premises CX Messenger platforms are eligible for the Managed Upgrade.


    Required Customer Inputs

    • All information required in the service request is provided
    • Access to a development or staging environment


    Platinum Team Final Outputs

    • You will have an implementation of the most current version of CX Messenger with your configuration and implementation running in your development or staging environment.
    • You will receive a Playbook, with step by step instructions based on the successful single environment upgrade, to enable you to perform the upgrade for your other environments.


    Process Overview

    • You submit a request for a Managed Upgrade
    • We provide a set of questionnaires and documents to be completed by you
    • You provide a timely response from the supplied documents
    • Platinum Services will then:
      • Perform an upgrade assessment and the planning activities
      • Implement the upgrade in a development or staging environment and with non-functional tests
      • Provides a Playbook with materials needed for your team to implement the upgrade in your other environments
    • Your team implements the CX Messenger upgrade, following the provided Playbook, to your other environments such as Production
    • Platinum Services provides support for any issue that can be replicated in the environment in which we implemented the upgrade



    The following scope exclusions apply.

    • No Access:  If access to a development or staging environment cannot be provided to Platinum Services, a paid engagement will be required.  This engagement would be for Aurea to provide upgrade assistance via screen sharing.
    • Multiple Environment Assistance:  If Platinum Services assistance is needed to upgrade other environments or to help resolve upgrade issues in other environments, a paid engagement would be required.



    • Once Access is established and all documentation has been processed, the On-premises CX Messenger upgrade of a development or staging environment typically takes 2 weeks.


    • It could be longer if the infrastructure is very large, but that will be discussed during the evaluation and assessment phase prior to starting the upgrade.



    Process Detail

    The following is a more detailed description of the delivery process.

    Upgrade RequestCreate Request Case• Submit case in customer's CX Messenger support portalCustomerN/A
    Respond to Request

    • Acknowledge receipt

    • Work with customer to get required upgrade questionnaires and documents

    • Inform customer that the Platinum Project Manager will be in touch within 1 day

    Platinum Consultant1 day
    Acknowledge Request Formally

    • Email customer acknowledging receipt of the Platinum Service Request

    • Provide high-level overview of next steps

    Platinum Project Manager

    1 day
    Project Set UpSet Up Project Framework

    • Create a project in an AureaWorks support group

    • Post initial project documents to the project space

    Platinum Consultant2 days
    Upgrade PreparationPrepare for Upgrade

    • Download upgrade documentation files

    Platinum Consultant1 day
    Prepare Environment for Upgrade

    • Download most recent version of the software from the Support Portal Download Site

    • Place downloaded software in a location on the host of the Primary Domain Manager to be upgraded

    Upgrade Delivery
    Backup Configuration Files• Perform backups of installation folder structure holding configuration filesPlatinum Consultant1 - 2 weeks
    Upgrade a Development
    or a Staging Environment

    • Upgrade development or staging environment

    • Re-apply settings as needed

    Test• Perform non-functional testing
    Fix Issues and Retest• Solve or document issues as needed for standard components and perform a series of retests
    Upgrade Hand-offDeliver Upgrade ResourcesProvides materials in the form of a Playbook to be used  for the upgrade of other environments
    such as Production
    Post Execution
    Upgrade Hand-offCreate Playbook• Consolidate detailed notes taken during the upgrade process and create a step-by-step PlaybookPlatinum Consultant2 days
    Delivery Playbook

    • Review of Playbook

    • Submission of changes or clarification in the Playbook

    Review change request and review

    Discuss changes or classifications

    Make changes to the Playbook, as agreed

    Deliver final Playbook

    Customer and

    Platinum Consultant


    2 days


    On-call support• Available for on-call support of PlaybookPlatinum ConsultantMax 1 week

    Request an Upgrade

    You can request an upgrade by creating a request case in the Aurea Support Portal at

    • Enter case title:  "Platinum Services Request: Managed Upgrade
    • Provide the following information in the Description:
      • Current CX Messenger Version
      • Earliest Start Date
      • Ideal Start Date
      • Deadline Date for Completion
      • Reason for the Deadline Date
      • Acknowledgement that access to a development or staging system will be provided

    Next Steps:

    • Platinum Services will respond to your request within 1 business day
    • You will receive an upgrade questionnaire to complete and return
    • A Project Manager will contact you to get the project started



    The following are frequently asked questions about the Platinum Services Managed Upgrade.


    Is my company eligible for a Managed Upgrade?

    • All Platinum Support members with on-premises installations are eligible for the Managed Upgrade.

    How do I request a Managed Upgrade?

    • You can request an upgrade by creating a request case in the Aurea Support Portal at to the Request an Upgrade section for details.

    What are our responsibilities for a Managed Upgrade?

    • A completed upgrade questionnaire must be provided.
    • Provide access to a development/staging environment.
    • Timely assignment of resources.

    How long will a Managed Upgrade take?

    • On-premises CX Messenger upgrades of a development/staging environment typically takes 1 week.

    Can Platinum Services upgrade all my environments?

    • As a paid engagement, yes.  Platinum Membership includes an upgrade of one development or staging environment only.