Success Path
Everything you need to know to upgrade your ThingWorx Platform

Acquire Equipment and Resources

Prepare your project team and equipment for an upgrade.

Secure Resources for Project

To achieve a successful upgrade, you’ll need an experienced team. Now that your budget is secured, ensure you have the right people and the right mix of resources confirmed to work on your upgrade.

If you’re using internal resources, make sure they have enough hours allocated to this initiative. Get approval from employees’ managers, if necessary.

If you’re using PTC or a trusted partner, begin sourcing providers right away and ensure they have the skills and ThingWorx experience necessary for your upgrade project.

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Ensure resources are appropriately onboarded through all tools and processes, and they should be well trained in their respective domains/skills before the Go-Live.

Also, make sure resources have allocated enough time to validate the upgrade with Quality Assurance.

Most of the work can be done remotely, but it’s crucial that most team members can be on-site to gather requirements and for the “go-live” stage.

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Further, PTC can help you assess which features and functionality to apply and find the best path for a smooth upgrade. If you are interested in having PTC do a full assessment of your ThingWorx solution and infrastructure, check out the ThingWorx Upgrade Assessment service.

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Acquire Necessary Hardware and Software

Ensure you have access to all the equipment you need to execute your upgrade project. If you don’t already have what you need, purchase it now. Necessary equipment may include hardware, networking equipment, memory & CPU cores, PTC software, and any required third-party software.

Be sure your hardware is ready to support the latest version. Evaluate PTC’s product compatibility matrix and product calendar.

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