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Term

Meaning

Long Term Support (LTS) release

This is the “designated release” for a given period of time.

Every client that gets upgraded during that period of time, and is NOT funding any innovation, gets upgraded to the most recent patch version of the LTS release.

A LTS release number always has a zero as the middle digit. (e.g. 11.0.0)

Innovation release

Major new functionality is released as “innovation releases” These releases are usually fully backwards-compatible, but may require client-specific UAT.

An innovation release number number has a non-zero digit in the middle. (e.g. 11.1.0)

Patch release

A patch release contains defect fixes and low-risk, backwards-compatible enhancements. Typically, deploying a patch release (to the same major version) does not require client-specific UAT.

A patch release has a non-zero as its final digit. (e.g. 11.1.1)

Upgrading into the LTS version

Upgrading a client from 10.0 or earlier into the 11.0.x line does require client-specific UAT, just like with any major upgrade.

However, upgrading within the LTS version does not require client-specific UAT. If a client is on 11.0.1, and 11.0.3 comes out and addresses a defect that affects them, it should be considered safe to upgrade without a full UAT period.

Note

We recommend spot checking the affected areas and any other business-critical configurations or customizations as part of your due diligence, but this can be far more targeted than with a general purpose upgrade.

Upgrading into the innovation line

Upgrading a client into the innovation line effectively puts them on the bleeding edge until those new features are absorbed into a new LTS line.

A given innovation release only receives defect fixes until the next innovation release is created.

For example, 11.1.0 was released in March 2022.

If a critical defect is found and fixed in April 2022, this might become 11.1.1.

Let’s assume that 11.2.0 is released in May. Once that happens, there will not be an 11.1.2; if a critical defect is found that affects the clients on 11.1.x, they will need to upgrade to 11.2.x to address it.

Note

Just like with our historical process, upgrading between innovation releases DOES require client-specific UAT.

Thus, upgrading into the innovation line increases the likelihood that additional UAT will be needed in order to address defects found in the future.

What sort of changes will go into the LTS release?

Our goal is to minimize risk and maximize stability. We have guidelines, not hard-and-fast rules, about what can go into an LTS release.

Generally speaking, the LTS release will include:

  • Defect fixes

  • Cosmetic improvements

  • Quality-of-life improvements deemed low risk / unlikely to disrupt existing users

  • Minor new features that have little to no impact on existing functionality

In some cases, when we are uncertain about the level of risk, we may introduce fixes or changes controlled by feature toggles. These toggles will ensure that existing installations are unaffected unless an analyst specifically opts-in. (These toggles may be removed or enabled-by-default once the next major LTS is created)